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Summa Corp’s Amazon AMZN Stock Holding History

Summa Corp’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
Q1 		$4.44M Buy
21,332
+240
+1% +$52.8K 1.84% 7
2025
Q4 		$4.87M Sell
21,092
-342
-2% -$78.2K 2.09% 6
2025
Q3 		$4.71M Sell
21,434
-366
-2% -$82.8K 2.07% 7
2025
Q2 		$4.78M Buy
21,800
+13,688
+169% +$2.71M 2.49% 6
2025
Q1 		$1.54M Hold
8,112
– – 0.89% 14
2024
Q4 		$1.78M Sell
8,112
-953
-11% -$195K 0.87% 12
2024
Q3 		$1.69M Sell
9,065
-343
-4% -$62.6K 0.81% 14
2024
Q2 		$1.82M Sell
9,408
-447
-5% -$82.1K 0.88% 14
2024
Q1 		$1.78M Sell
9,855
-56
-0.6% -$9.35K 0.97% 13
2023
Q4 		$1.51M Buy
+9,911
New +$1.39M 1.05% 17

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summa Corp's AMZN Position: Q1 2026 in Review

Summa Corp increased its Amazon (AMZN) stake by 1.1% in Q1 2026, buying an estimated $52.8K and bringing the position to 21,332 shares worth $4.44M. The position accounts for 1.84% of the portfolio, ranked #7.

Summa Corp first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.87M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Summa Corp held 21,332 shares of Amazon worth $4.44M as of Q1 2026.
  • Summa Corp bought 240 Amazon shares in Q1 2026, an estimated $52.8K.
  • Amazon made up 1.84% of Summa Corp's portfolio in Q1 2026, its #7 holding.
  • Summa Corp first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • Summa Corp's Amazon position peaked at $4.87M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.