Sims Investment Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$211K Sell
859
-10
-1% -$2.54K 0.07% 38
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

Sims Investment Management's AMZN Position: Q3 2026 in Review

Sims Investment Management reduced its Amazon (AMZN) stake by 1.2% in Q3 2026, selling an estimated $2.54K and leaving 859 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #38.

Sims Investment Management first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $435K in Q3 2025. 755 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Sims Investment Management held 859 shares of Amazon worth $211K as of Q3 2026.
  • Sims Investment Management sold 10 Amazon shares in Q3 2026, an estimated $2.54K.
  • Amazon made up 0.07% of Sims Investment Management's portfolio in Q3 2026, its #38 holding.
  • Sims Investment Management first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
  • Sims Investment Management's Amazon position peaked at $435K in Q3 2025.
  • 755 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.