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Summit Global Investments’s Amazon AMZN Stock Holding History

Summit Global Investments’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 		$6.91M Sell
28,973
-13,975
-33% -$3.51M 0.38% 33
2026
Q1 		$8.95M Sell
42,948
-13
-0% -$2.86K 0.53% 23
2025
Q4 		$9.92M Buy
42,961
+21,011
+96% +$4.81M 0.59% 20
2025
Q3 		$4.82M Sell
21,950
-266
-1% -$60.2K 0.28% 56
2025
Q2 		$4.87M Buy
22,216
+16,350
+279% +$3.24M 0.29% 64
2025
Q1 		$1.12M Sell
5,866
-45,117
-88% -$9.79M 0.08% 158
2024
Q4 		$11.2M Sell
50,983
-28,870
-36% -$5.91M 0.7% 31
2024
Q3 		$14.9M Sell
79,853
-20,614
-21% -$3.76M 0.95% 18
2024
Q2 		$19.4M Buy
100,467
+49,979
+99% +$9.18M 1.31% 12
2024
Q1 		$9.11M Buy
50,488
+5,291
+12% +$883K 0.68% 37
2023
Q4 		$6.87M Buy
45,197
+9,883
+28% +$1.39M 0.45% 48
2023
Q3 		$4.49M Sell
35,314
-1
-0% -$134 0.3% 71
2023
Q2 		$4.6M Buy
35,315
+21,074
+148% +$2.41M 0.3% 83
2023
Q1 		$1.47M Sell
14,241
-12,133
-46% -$1.17M 0.11% 173
2022
Q4 		$2.21M Sell
26,374
-16,670
-39% -$1.65M 0.19% 128
2022
Q3 		$4.86M Buy
43,044
+1,913
+5% +$242K 0.45% 67
2022
Q2 		$4.37M Sell
41,131
-2,769
-6% -$346K 0.38% 68
2022
Q1 		$7.16M Sell
43,900
-170,660
-80% -$26.4M 0.53% 51
2021
Q4 		$35.8M Sell
214,560
-5,900
-3% -$1.01M 2.3% 4
2021
Q3 		$36.2M Sell
220,460
-740
-0.3% -$128K 2.71% 3
2021
Q2 		$38.1M Buy
221,200
+1,220
+0.6% +$203K 2.28% 3
2021
Q1 		$34M Sell
219,980
-24,820
-10% -$3.93M 2.18% 4
2020
Q4 		$39.9M Buy
244,800
+4,100
+2% +$654K 3.98% 1
2020
Q3 		$37.9M Sell
240,700
-24,020
-9% -$3.79M 3.92% 2
2020
Q2 		$36.5M Buy
264,720
+43,460
+20% +$5.25M 4.21% 1
2020
Q1 		$21.6M Buy
221,260
+188,320
+572% +$18.2M 3.14% 2
2019
Q4 		$3.04M Buy
+32,940
New +$2.92M 0.33% 72

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 Global Investments's AMZN Position: Q2 2026 in Review

Summit Global Investments reduced its Amazon (AMZN) stake by 33% in Q2 2026, selling an estimated $3.51M and leaving 28,973 shares worth $6.91M. The position accounts for 0.38% of the portfolio, ranked #33.

Summit Global Investments first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $39.9M in Q4 2020. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Summit Global Investments held 28,973 shares of Amazon worth $6.91M as of Q2 2026.
  • Summit Global Investments sold 13,975 Amazon shares in Q2 2026, an estimated $3.51M.
  • Amazon made up 0.38% of Summit Global Investments's portfolio in Q2 2026, its #33 holding.
  • Summit Global Investments first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Summit Global Investments's Amazon position peaked at $39.9M in Q4 2020.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.