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Summit Investment Advisors’s Amazon AMZN Stock Holding History

Summit Investment Advisors’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
2025
Q2 		$889K Sell
4,142
-725
-15% -$143K 0.73% 33
2025
Q1 		$900K Buy
4,867
+42
+0.9% +$9.11K 0.8% 30
2024
Q4 		$1.11M Buy
+4,825
New +$987K 0.99% 23

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Investment Advisors's AMZN Position: Q2 2025 in Review

Summit Investment Advisors reduced its Amazon (AMZN) stake by 15% in Q2 2025, selling an estimated $143K and leaving 4,142 shares worth $889K. The position accounts for 0.73% of the portfolio, ranked #33.

Summit Investment Advisors first reported a position in AMZN in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2024. 5,554 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Summit Investment Advisors held 4,142 shares of Amazon worth $889K as of Q2 2025.
  • Summit Investment Advisors sold 725 Amazon shares in Q2 2025, an estimated $143K.
  • Amazon made up 0.73% of Summit Investment Advisors's portfolio in Q2 2025, its #33 holding.
  • Summit Investment Advisors first reported a position in Amazon in Q4 2024 and has held it in 3 quarters since.
  • Summit Investment Advisors's Amazon position peaked at $1.11M in Q4 2024.
  • 5,554 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.