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Summit Investment Advisory Services’s Amazon AMZN Stock Holding History

Summit Investment Advisory Services’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 		$787K Buy
+3,304
New +$829K 0.2% 41
2024
Q3 		– Sell
-2,757
Closed -$533K – 72
2024
Q2 		$533K Buy
+2,757
New +$506K 0.63% 28

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Summit Investment Advisory Services's AMZN Position: Q2 2026 in Review

Summit Investment Advisory Services opened a new position in Amazon (AMZN) in Q2 2026: 3,304 shares worth $787K. The stake represents 0.2% of the portfolio and ranks #41 among its holdings. This is a return to the name: Summit Investment Advisory Services previously reported a position in AMZN as recently as Q2 2024.

Summit Investment Advisory Services first reported a position in AMZN in Q2 2024 and has held it in 2 quarters since. 3,312 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Summit Investment Advisory Services held 3,304 shares of Amazon worth $787K as of Q2 2026.
  • Amazon was a new Summit Investment Advisory Services position in Q2 2026.
  • Amazon made up 0.2% of Summit Investment Advisory Services's portfolio in Q2 2026, its #41 holding.
  • Summit Investment Advisory Services first reported a position in Amazon in Q2 2024 and has held it in 2 quarters since.
  • 3,312 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.