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O'Shaughnessy Asset Management’s Amazon AMZN Stock Holding History

O'Shaughnessy Asset Management’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 		$4.7M Buy
19,700
+7,600
+63% +$1.91M 0.02% 577
2026
Q1 		$2.52M Buy
+12,100
New +$2.66M 0.01% 772

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

O'Shaughnessy Asset Management's AMZN Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Amazon (AMZN) stake by 7.3% in Q2 2026, selling an estimated $31.8M and leaving 1,612,220 shares worth $384M. The position accounts for 1.77% of the portfolio, ranked #5.

O'Shaughnessy Asset Management first reported a position in AMZN in Q1 2017 and has held it in 32 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • O'Shaughnessy Asset Management held 1,612,220 shares of Amazon worth $384M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 126,557 Amazon shares in Q2 2026, an estimated $31.8M.
  • Amazon made up 1.77% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #5 holding.
  • O'Shaughnessy Asset Management first reported a position in Amazon in Q1 2017 and has held it in 32 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.