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Squire Investment Management Company’s Amazon AMZN Stock Holding History

Squire Investment Management 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 		$639K Buy
2,682
+277
+12% +$69.5K 0.15% 55
2026
Q1 		$501K Sell
2,405
-16
-0.7% -$3.52K 0.14% 51
2025
Q4 		$559K Buy
2,421
+1,174
+94% +$269K 0.17% 52
2025
Q3 		$274K Buy
1,247
+139
+13% +$31.5K 0.09% 61
2025
Q2 		$243K Buy
+1,108
New +$219K 0.09% 63

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Squire Investment Management Company's AMZN Position: Q2 2026 in Review

Squire Investment Management Company increased its Amazon (AMZN) stake by 12% in Q2 2026, buying an estimated $69.5K and bringing the position to 2,682 shares worth $639K. The position accounts for 0.15% of the portfolio, ranked #55.

Squire Investment Management Company first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Squire Investment Management Company held 2,682 shares of Amazon worth $639K as of Q2 2026.
  • Squire Investment Management Company bought 277 Amazon shares in Q2 2026, an estimated $69.5K.
  • Amazon made up 0.15% of Squire Investment Management Company's portfolio in Q2 2026, its #55 holding.
  • Squire Investment Management Company first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.