Stephenson & Company
AMZN icon

Stephenson & Company’s Amazon AMZN Stock Holding History

Stephenson & 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
Q3 		$256K Sell
1,027
-100
-9% -$25.4K 0.12% 51
2026
Q2 		$269K Hold
1,127
– – 0.13% 38
2026
Q1 		$235K Buy
1,127
+73
+7% +$16.1K 0.13% 36
2025
Q4 		$243K Buy
1,054
+107
+11% +$24.5K 0.13% 37
2025
Q3 		$208K Hold
947
– – 0.12% 41
2025
Q2 		$208K Buy
+947
New +$187K 0.13% 39

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Stephenson & Company's AMZN Position: Q3 2026 in Review

Stephenson & Company reduced its Amazon (AMZN) stake by 8.9% in Q3 2026, selling an estimated $25.4K and leaving 1,027 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #51.

Stephenson & Company first reported a position in AMZN in Q2 2025 and has held it in 6 quarters since. The position peaked at $269K in Q2 2026. 4,774 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Stephenson & Company held 1,027 shares of Amazon worth $256K as of Q3 2026.
  • Stephenson & Company sold 100 Amazon shares in Q3 2026, an estimated $25.4K.
  • Amazon made up 0.12% of Stephenson & Company's portfolio in Q3 2026, its #51 holding.
  • Stephenson & Company first reported a position in Amazon in Q2 2025 and has held it in 6 quarters since.
  • Stephenson & Company's Amazon position peaked at $269K in Q2 2026.
  • 4,774 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Stephenson & Company's 13F filing for Q3 2026, filed 30 Oct 2026.