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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
2025
Q3 		– Sell
-5,500
Closed -$1.21M – 1014
2025
Q2 		$1.21M Buy
+5,500
New +$1.09M 0.23% 83
2024
Q4 		– Sell
-100,000
Closed -$18.6M – 622
2024
Q3 		$18.6M Sell
100,000
-25,000
-20% -$4.56M 4.92% 4
2024
Q2 		$24.2M Buy
+125,000
New +$23M 4.56% 6
2024
Q1 		– Sell
-25,000
Closed -$3.8M – 448
2023
Q4 		$3.8M Sell
25,000
-75,000
-75% -$10.5M 0.34% 55
2023
Q3 		$12.7M Buy
+100,000
New +$13.4M 1.31% 16
2023
Q2 		– Sell
-177,500
Closed -$18.3M – 870
2023
Q1 		$18.3M Sell
177,500
-122,500
-41% -$11.8M 1.51% 19
2022
Q4 		$25.2M Sell
300,000
-70,000
-19% -$6.91M 0.95% 23
2022
Q3 		$41.8M Sell
370,000
-80,000
-18% -$10.1M 3.13% 5
2022
Q2 		$47.8M Buy
+450,000
New +$56.3M 5.94% 3
2021
Q3 		– Sell
-240
Closed -$4.13M – 680
2021
Q2 		$4.13M Buy
240
+180
+300% +$29.9K 0.34% 63
2021
Q1 		$928K Sell
60
-320
-84% -$50.7K 0.1% 209
2020
Q4 		$6.19M Buy
380
+300
+375% +$47.9K 0.52% 43
2020
Q3 		$1.26M Sell
80
-620
-89% -$97.7K 0.13% 133
2020
Q2 		$9.66M Buy
+700
New +$84.5K 1.2% 14
2020
Q1 		– Sell
-100
Closed -$924K – 288
2019
Q4 		$924K Buy
+100
New +$8.85K 0.07% 223
2019
Q3 		– Sell
-300
Closed -$2.84M – 331
2019
Q2 		$2.84M Buy
+300
New +$27.9K 0.33% 67
2015
Q1 		– Sell
-1,380
Closed -$34K – 389
2014
Q4 		$34K Buy
+1,380
New +$21.5K 0.01% 361

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.