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Okabena Investment Services’s Amazon AMZN Stock Holding History

Okabena Investment Services’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 		$3.19M Buy
13,369
+4,201
+46% +$1.05M 0.57% 35
2026
Q1 		$1.91M Sell
9,168
-260
-3% -$57.2K 0.37% 50
2025
Q4 		$2.18M Sell
9,428
-4,682
-33% -$1.07M 0.42% 44
2025
Q3 		$3.1M Buy
14,110
+9,779
+226% +$2.21M 0.6% 32
2025
Q2 		$950K Buy
4,331
+289
+7% +$57.2K 0.21% 75
2025
Q1 		$769K Sell
4,042
-6,106
-60% -$1.33M 0.19% 80
2024
Q4 		$2.23M Buy
10,148
+3,324
+49% +$680K 0.62% 36
2024
Q3 		$1.27M Buy
6,824
+3,238
+90% +$591K 0.36% 57
2024
Q2 		$693K Sell
3,586
-1,858
-34% -$341K 0.22% 74
2024
Q1 		$982K Sell
5,444
-1,335
-20% -$223K 0.33% 68
2023
Q4 		$1.03M Buy
6,779
+1,004
+17% +$141K 0.4% 62
2023
Q3 		$734K Sell
5,775
-8,581
-60% -$1.15M 0.57% 41
2023
Q2 		$1.87M Sell
14,356
-9,139
-39% -$1.04M 1.37% 23
2023
Q1 		$2.43M Buy
23,495
+2,180
+10% +$211K 1.7% 15
2022
Q4 		$1.79M Sell
21,315
-170
-0.8% -$16.8K 1.19% 25
2022
Q3 		$2.43M Buy
21,485
+2,905
+16% +$367K 1.17% 24
2022
Q2 		$1.97M Buy
18,580
+1,240
+7% +$155K 1.01% 31
2022
Q1 		$2.83M Buy
17,340
+5,340
+45% +$825K 1.19% 18
2021
Q4 		$2M Sell
12,000
-1,040
-8% -$178K 0.76% 39
2021
Q3 		$2.14M Sell
13,040
-2,740
-17% -$473K 1.13% 24
2021
Q2 		$2.71M Buy
+15,780
New +$2.62M 1.28% 20
2021
Q1 		– Sell
-5,620
Closed -$915K – 70
2020
Q4 		$915K Sell
5,620
-3,820
-40% -$610K 0.53% 52
2020
Q3 		$1.49M Sell
9,440
-9,600
-50% -$1.51M 1.14% 26
2020
Q2 		$2.63M Sell
19,040
-3,220
-14% -$389K 2.31% 11
2020
Q1 		$2.17M Sell
22,260
-11,240
-34% -$1.09M 2.47% 11
2019
Q4 		$3.1M Buy
+33,500
New +$2.97M 2.88% 9

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Okabena Investment Services's AMZN Position: Q2 2026 in Review

Okabena Investment Services increased its Amazon (AMZN) stake by 46% in Q2 2026, buying an estimated $1.05M and bringing the position to 13,369 shares worth $3.19M. The position accounts for 0.57% of the portfolio, ranked #35.

Okabena Investment Services first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. 4,798 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Okabena Investment Services held 13,369 shares of Amazon worth $3.19M as of Q2 2026.
  • Okabena Investment Services bought 4,201 Amazon shares in Q2 2026, an estimated $1.05M.
  • Amazon made up 0.57% of Okabena Investment Services's portfolio in Q2 2026, its #35 holding.
  • Okabena Investment Services first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • 4,798 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.