Plato Investment Management’s Amazon AMZN Stock Holding History

Plato Investment 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 Q1	$47.6M	Buy	228,191 +7,499	+3%	+$1.65M	3.19%	4
2025 Q4	$51.2M	Buy	220,692 +757	+0.3%	+$173K	3.35%	4
2025 Q3	$47.9M	Buy	219,935 +6,255	+3%	+$1.42M	3.25%	4
2025 Q2	$46.7M	Buy	213,680 +3,719	+2%	+$736K	3.51%	4
2025 Q1	$40.4M	Sell	209,961 -22,077	-10%	-$4.79M	3.4%	4
2024 Q4	$51.1M	Buy	232,038 +17,126	+8%	+$3.5M	3.76%	4
2024 Q3	$40M	Buy	214,912 +5,503	+3%	+$1M	3.25%	4
2024 Q2	$40.5M	Buy	209,409 +11,743	+6%	+$2.16M	3.77%	4
2024 Q1	$35.7M	Buy	197,666 +179,487	+987%	+$30M	3.69%	4
2023 Q4	$2.76M	Buy	+18,179	New	+$2.55M	3.39%	4

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plato Investment Management's AMZN Position: Q1 2026 in Review

Plato Investment Management increased its Amazon (AMZN) stake by 3.4% in Q1 2026, buying an estimated $1.65M and bringing the position to 228,191 shares worth $47.6M. The position accounts for 3.19% of the portfolio, ranked #4.

Plato Investment Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $51.2M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Plato Investment Management held 228,191 shares of Amazon worth $47.6M as of Q1 2026.
Plato Investment Management bought 7,499 Amazon shares in Q1 2026, an estimated $1.65M.
Amazon made up 3.19% of Plato Investment Management's portfolio in Q1 2026, its #4 holding.
Plato Investment Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Amazon position peaked at $51.2M in Q4 2025.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.