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AMZN icon

Summit Financial’s Amazon AMZN Stock Holding History

Summit Financial’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 		$98.9M Buy
415,028
+7,095
+2% +$1.78M 1.08% 11
2026
Q1 		$85M Buy
407,933
+53,202
+15% +$11.7M 1.08% 12
2025
Q4 		$81.9M Sell
354,731
-6,676
-2% -$1.53M 1.2% 12
2025
Q3 		$79.4M Buy
361,407
+52,962
+17% +$12M 1.21% 13
2025
Q2 		$67.7M Buy
308,445
+9,886
+3% +$1.96M 1.53% 12
2025
Q1 		$56.8M Buy
298,559
+74,622
+33% +$16.2M 1.59% 10
2024
Q4 		$49.1M Buy
223,937
+5,245
+2% +$1.07M 1.72% 9
2024
Q3 		$40.7M Buy
218,692
+3,735
+2% +$681K 1.6% 10
2024
Q2 		$41.5M Buy
214,957
+50,014
+30% +$9.19M 1.9% 8
2024
Q1 		$29.8M Buy
164,943
+1,610
+1% +$269K 1.76% 9
2023
Q4 		$24.8M Buy
163,333
+12,183
+8% +$1.71M 1.62% 10
2023
Q3 		$19.2M Buy
151,150
+7,986
+6% +$1.07M 1.42% 11
2023
Q2 		$18.7M Sell
143,164
-6,106
-4% -$697K 1.36% 11
2023
Q1 		$15.4M Buy
149,270
+4,319
+3% +$417K 1.35% 12
2022
Q4 		$12.2M Sell
144,951
-15,562
-10% -$1.54M 1.14% 13
2022
Q3 		$18.1M Buy
160,513
+12,697
+9% +$1.6M 1.72% 11
2022
Q2 		$15.7M Buy
147,816
+14,756
+11% +$1.85M 1.47% 12
2022
Q1 		$21.7M Buy
133,060
+10,460
+9% +$1.62M 1.69% 11
2021
Q4 		$20.4M Buy
122,600
+10,480
+9% +$1.79M 1.56% 10
2021
Q3 		$18.4M Buy
112,120
+92,100
+460% +$15.9M 1.58% 11
2021
Q2 		$3.44M Buy
20,020
+18,400
+1,136% +$3.06M 0.34% 28
2021
Q1 		$251K Hold
1,620
– – 0.03% 52
2020
Q4 		$264K Buy
+1,620
New +$259K 0.04% 47

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

Summit Financial's AMZN Position: Q2 2026 in Review

Summit Financial increased its Amazon (AMZN) stake by 1.7% in Q2 2026, buying an estimated $1.78M and bringing the position to 415,028 shares worth $98.9M. The position accounts for 1.08% of the portfolio, ranked #11.

Summit Financial first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Summit Financial held 415,028 shares of Amazon worth $98.9M as of Q2 2026.
  • Summit Financial bought 7,095 Amazon shares in Q2 2026, an estimated $1.78M.
  • Amazon made up 1.08% of Summit Financial's portfolio in Q2 2026, its #11 holding.
  • Summit Financial first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.