Route One Investment Company’s Amazon AMZN Stock Holding History

Route One Investment Company’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	$246M	Hold	1,032,200	–	–	9.88%	2
2026 Q1	$215M	Sell	1,032,200 -105,800	-9%	-$23.3M	9.15%	3
2025 Q4	$263M	Sell	1,138,000 -138,550	-11%	-$31.7M	9.76%	4
2025 Q3	$280M	Hold	1,276,550	–	–	10.37%	3
2025 Q2	$280M	Hold	1,276,550	–	–	12.26%	3
2025 Q1	$243M	Sell	1,276,550 -158,250	-11%	-$34.3M	10.13%	4
2024 Q4	$315M	Sell	1,434,800 -105,600	-7%	-$21.6M	12.3%	3
2024 Q3	$287M	Sell	1,540,400 -133,600	-8%	-$24.4M	10.06%	3
2024 Q2	$324M	Hold	1,674,000	–	–	11.21%	3
2024 Q1	$302M	Sell	1,674,000 -298,500	-15%	-$49.8M	11.01%	3
2023 Q4	$300M	Hold	1,972,500	–	–	6.06%	5
2023 Q3	$251M	Hold	1,972,500	–	–	8.61%	3
2023 Q2	$257M	Hold	1,972,500	–	–	9.08%	3
2023 Q1	$204M	Buy	+1,972,500	New	+$191M	7.57%	4
2022 Q4	–	Sell	-1,256,500	Closed	-$142M	–	15
2022 Q3	$142M	Hold	1,256,500	–	–	5.37%	8
2022 Q2	$133M	Buy	+1,256,500	New	+$157M	4.84%	8

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Route One Investment Company's AMZN Position: Q2 2026 in Review

Route One Investment Company held its Amazon (AMZN) position steady in Q2 2026 at 1,032,200 shares worth $246M. The position accounts for 9.88% of the portfolio, ranked #2.

Route One Investment Company first reported a position in AMZN in Q2 2022 and has held it in 16 quarters since. The position peaked at $324M in Q2 2024. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Route One Investment Company held 1,032,200 shares of Amazon worth $246M as of Q2 2026.
Route One Investment Company left its Amazon share count unchanged in Q2 2026.
Amazon made up 9.88% of Route One Investment Company's portfolio in Q2 2026, its #2 holding.
Route One Investment Company first reported a position in Amazon in Q2 2022 and has held it in 16 quarters since.
Route One Investment Company's Amazon position peaked at $324M in Q2 2024.
6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Route One Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.