SIM
AMZN icon

Sims Investment Management’s Amazon AMZN Stock Holding History

Sims 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
Q2 		$207K Buy
+869
New +$218K 0.06% 37
2026
Q1 		– Sell
-1,698
Closed -$392K – 36
2025
Q4 		$392K Sell
1,698
-285
-14% -$65.2K 0.14% 33
2025
Q3 		$435K Buy
1,983
+21
+1% +$4.75K 0.16% 32
2025
Q2 		$430K Buy
1,962
+25
+1% +$4.95K 0.17% 31
2025
Q1 		$369K Buy
+1,937
New +$420K 0.16% 33

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

Sims Investment Management's AMZN Position: Q2 2026 in Review

Sims Investment Management opened a new position in Amazon (AMZN) in Q2 2026: 869 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #37 among its holdings. This is a return to the name: Sims Investment Management previously reported a position in AMZN as recently as Q4 2025.

Sims Investment Management first reported a position in AMZN in Q1 2025 and has held it in 5 quarters since. The position peaked at $435K in Q3 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sims Investment Management held 869 shares of Amazon worth $207K as of Q2 2026.
  • Amazon was a new Sims Investment Management position in Q2 2026.
  • Amazon made up 0.06% of Sims Investment Management's portfolio in Q2 2026, its #37 holding.
  • Sims Investment Management first reported a position in Amazon in Q1 2025 and has held it in 5 quarters since.
  • Sims Investment Management's Amazon position peaked at $435K in Q3 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.