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Summit Securities Group’s Amazon AMZN Stock Holding History

Summit Securities Group’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
2024
Q4 		– Sell
-5,000
Closed -$932K – 620
2024
Q3 		$932K Buy
+5,000
New +$912K 0.25% 60
2024
Q1 		– Sell
-35,000
Closed -$5.32M – 446
2023
Q4 		$5.32M Hold
35,000
– – 0.48% 35
2023
Q3 		$4.45M Sell
35,000
-5,000
-13% -$670K 0.46% 37
2023
Q2 		$5.21M Sell
40,000
-20,000
-33% -$2.28M 0.68% 24
2023
Q1 		$6.2M Sell
60,000
-815,100
-93% -$78.8M 0.51% 37
2022
Q4 		$73.5M Buy
875,100
+809,700
+1,238% +$80M 2.77% 8
2022
Q3 		$7.39M Sell
65,400
-389,700
-86% -$49.3M 0.55% 37
2022
Q2 		$48.3M Buy
+455,100
New +$56.9M 6.01% 2
2021
Q1 		– Sell
-460
Closed -$7.49M – 562
2020
Q4 		$7.49M Buy
460
+380
+475% +$60.6K 0.63% 30
2020
Q3 		$1.26M Buy
+80
New +$12.6K 0.13% 132
2020
Q1 		– Sell
-200
Closed -$1.85M – 287
2019
Q4 		$1.85M Sell
200
-200
-50% -$17.7K 0.14% 147
2019
Q3 		$3.47M Hold
400
– – 0.31% 57
2019
Q2 		$3.79M Buy
+400
New +$37.3K 0.44% 49
2019
Q1 		– Sell
-1,000
Closed -$7.51M – 199
2018
Q4 		$7.51M Buy
+1,000
New +$83.1K 0.65% 24
2018
Q2 		– Sell
-80
Closed -$579K – 216
2018
Q1 		$579K Buy
+80
New +$5.72K 0.14% 80
2017
Q4 		– Sell
-3,660
Closed -$17.6M – 174
2017
Q3 		$17.6M Buy
+3,660
New +$180K 3% 4

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

Summit Securities Group's AMZN Position: Q1 2026 in Review

Summit Securities Group increased its Amazon (AMZN) stake by 184% in Q1 2026, buying an estimated $6.88M and bringing the position to 48,200 shares worth $10M. The position accounts for 1.24% of the portfolio, ranked #16.

Summit Securities Group first reported a position in AMZN in Q4 2014 and has held it in 18 quarters since. The position peaked at $30.5M in Q3 2022. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Summit Securities Group held 48,200 shares of Amazon worth $10M as of Q1 2026.
  • Summit Securities Group bought 31,243 Amazon shares in Q1 2026, an estimated $6.88M.
  • Amazon made up 1.24% of Summit Securities Group's portfolio in Q1 2026, its #16 holding.
  • Summit Securities Group first reported a position in Amazon in Q4 2014 and has held it in 18 quarters since.
  • Summit Securities Group's Amazon position peaked at $30.5M in Q3 2022.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.