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Oak Ridge Investments’s Amazon AMZN Stock Holding History

Oak Ridge Investments’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5M Sell
102,773
-246,679
-71% -$61.9M 1.39% 15
2026
Q1 		$72.8M Sell
349,452
-3,405
-1% -$750K 4.81% 5
2025
Q4 		$81.4M Buy
352,857
+27,644
+9% +$6.32M 4.94% 4
2025
Q3 		$71.4M Buy
325,213
+6,220
+2% +$1.41M 4.62% 4
2025
Q2 		$70M Sell
318,993
-45,024
-12% -$8.91M 5.02% 4
2025
Q1 		$69.3M Buy
364,017
+19,312
+6% +$4.19M 5.76% 4
2024
Q4 		$75.6M Buy
344,705
+39,800
+13% +$8.14M 5.93% 4
2024
Q3 		$56.8M Buy
304,905
+21,458
+8% +$3.92M 4.95% 4
2024
Q2 		$54.8M Buy
283,447
+12,324
+5% +$2.26M 5.22% 4
2024
Q1 		$48.9M Buy
271,123
+11,170
+4% +$1.86M 4.93% 4
2023
Q4 		$39.5M Buy
259,953
+1,463
+0.6% +$205K 4.54% 3
2023
Q3 		$32.9M Buy
258,490
+8,419
+3% +$1.13M 4.19% 3
2023
Q2 		$32.6M Sell
250,071
-1,133
-0.5% -$129K 4.02% 3
2023
Q1 		$25.9M Buy
251,204
+4,541
+2% +$439K 3.51% 3
2022
Q4 		$20.7M Sell
246,663
-7,571
-3% -$748K 3.09% 3
2022
Q3 		$28.7M Sell
254,234
-10,943
-4% -$1.38M 4.35% 3
2022
Q2 		$28.2M Sell
265,177
-7,043
-3% -$881K 4.1% 3
2022
Q1 		$44.4M Sell
272,220
-1,120
-0.4% -$173K 4.93% 3
2021
Q4 		$45.6M Sell
273,340
-3,600
-1% -$616K 3.85% 3
2021
Q3 		$45.5M Sell
276,940
-5,640
-2% -$973K 4.01% 3
2021
Q2 		$48.6M Sell
282,580
-5,540
-2% -$921K 4.25% 3
2021
Q1 		$44.6M Buy
288,120
+1,700
+0.6% +$269K 4.15% 3
2020
Q4 		$46.6M Sell
286,420
-110,620
-28% -$17.7M 4.11% 3
2020
Q3 		$62.5M Buy
397,040
+64,720
+19% +$10.2M 4.87% 3
2020
Q2 		$45.8M Sell
332,320
-5,420
-2% -$655K 3.85% 3
2020
Q1 		$32.9M Sell
337,740
-27,160
-7% -$2.63M 3.37% 3
2019
Q4 		$33.7M Sell
364,900
-14,380
-4% -$1.27M 2.47% 3
2019
Q3 		$32.9M Sell
379,280
-16,020
-4% -$1.49M 2.48% 3
2019
Q2 		$37.4M Sell
395,300
-29,560
-7% -$2.75M 2.59% 4
2019
Q1 		$37.8M Sell
424,860
-9,300
-2% -$774K 2.41% 4
2018
Q4 		$32.6M Sell
434,160
-8,800
-2% -$732K 2.35% 4
2018
Q3 		$44.4M Sell
442,960
-26,540
-6% -$2.5M 2.45% 5
2018
Q2 		$39.9M Sell
469,500
-14,620
-3% -$1.16M 2.26% 7
2018
Q1 		$35M Sell
484,120
-64,940
-12% -$4.64M 1.94% 7
2017
Q4 		$32.1M Sell
549,060
-27,780
-5% -$1.53M 1.53% 16
2017
Q3 		$27.7M Sell
576,840
-65,640
-10% -$3.22M 1.13% 33
2017
Q2 		$31.1M Buy
642,480
+44,560
+7% +$2.13M 0.99% 38
2017
Q1 		$26.5M Buy
597,920
+73,700
+14% +$3.07M 0.89% 44
2016
Q4 		$19.7M Sell
524,220
-173,400
-25% -$6.79M 0.64% 50
2016
Q3 		$29.2M Sell
697,620
-4,380
-0.6% -$168K 0.76% 46
2016
Q2 		$25.1M Sell
702,000
-22,040
-3% -$745K 0.65% 51
2016
Q1 		$21.5M Sell
724,040
-4,700
-0.6% -$133K 0.54% 59
2015
Q4 		$24.6M Buy
728,740
+5,520
+0.8% +$174K 0.59% 55
2015
Q3 		$18.5M Buy
723,220
+2,540
+0.4% +$64.2K 0.44% 67
2015
Q2 		$15.6M Buy
720,680
+940
+0.1% +$19.6K 0.33% 77
2015
Q1 		$13.4M Sell
719,740
-2,220
-0.3% -$39K 0.3% 90
2014
Q4 		$11.2M Buy
721,960
+570,660
+377% +$8.89M 0.27% 90
2014
Q3 		$2.44M Sell
151,300
-4,420
-3% -$73.5K 0.06% 127
2014
Q2 		$2.53M Buy
+155,720
New +$2.46M 0.06% 127

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Oak Ridge Investments's AMZN Position: Q2 2026 in Review

Oak Ridge Investments reduced its Amazon (AMZN) stake by 71% in Q2 2026, selling an estimated $61.9M and leaving 102,773 shares worth $24.5M. The position accounts for 1.39% of the portfolio, ranked #15.

Oak Ridge Investments first reported a position in AMZN in Q2 2014 and has held it in 49 quarters since. The position peaked at $81.4M in Q4 2025. 1,831 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Oak Ridge Investments held 102,773 shares of Amazon worth $24.5M as of Q2 2026.
  • Oak Ridge Investments sold 246,679 Amazon shares in Q2 2026, an estimated $61.9M.
  • Amazon made up 1.39% of Oak Ridge Investments's portfolio in Q2 2026, its #15 holding.
  • Oak Ridge Investments first reported a position in Amazon in Q2 2014 and has held it in 49 quarters since.
  • Oak Ridge Investments's Amazon position peaked at $81.4M in Q4 2025.
  • 1,831 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.