Systematic Alpha Investments’s Amazon AMZN Stock Holding History

Systematic Alpha 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	$58.4M	Buy	244,969 +19,470	+9%	+$4.89M	1.57%	13
2026 Q1	$47M	Hold	225,499	–	–	1.65%	14
2025 Q4	$52M	Sell	225,499 -1	-0%	-$229	1.62%	13
2025 Q3	$49.5M	Hold	225,500	–	–	1.63%	15
2025 Q2	$49.5M	Buy	225,500 +1	+0%	+$198	1.76%	14
2025 Q1	$42.9M	Sell	225,499 -1	-0%	-$217	1.64%	13
2024 Q4	$49.5M	Buy	225,500 +1	+0%	+$205	1.82%	13
2024 Q3	$42M	Sell	225,499 -1	-0%	-$182	1.54%	15
2024 Q2	$43.6M	Hold	225,500	–	–	1.66%	14
2024 Q1	$40.7M	Buy	225,500 +1	+0%	+$167	1.63%	14
2023 Q4	$34.3M	Sell	225,499 -1	-0%	-$140	1.54%	14
2023 Q3	$28.7M	Hold	225,500	–	–	1.43%	16
2023 Q2	$29.4M	Buy	225,500 +1	+0%	+$114	1.42%	15
2023 Q1	$23.3M	Sell	225,499 -1	-0%	-$97	1.22%	20
2022 Q4	$18.9M	Sell	225,500 -2,000	-0.9%	-$198K	0.96%	28
2022 Q3	$25.7M	Hold	227,500	–	–	1.55%	14
2022 Q2	$24.2M	Hold	227,500	–	–	1.37%	17
2022 Q1	$37.1M	Hold	227,500	–	–	1.81%	11
2021 Q4	$37.9M	Hold	227,500	–	–	1.76%	10
2021 Q3	$38.4M	Hold	227,500	–	–	1.68%	11
2021 Q2	$37.8M	Buy	227,500 +48,060	+27%	+$7.99M	1.72%	11
2021 Q1	$27.8M	Buy	179,440 +12,000	+7%	+$1.9M	1.78%	9
2020 Q4	$27.3M	Buy	+167,440	New	+$26.7M	2.97%	7

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Systematic Alpha Investments's AMZN Position: Q2 2026 in Review

Systematic Alpha Investments increased its Amazon (AMZN) stake by 8.6% in Q2 2026, buying an estimated $4.89M and bringing the position to 244,969 shares worth $58.4M. The position accounts for 1.57% of the portfolio, ranked #13.

Systematic Alpha Investments first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Systematic Alpha Investments held 244,969 shares of Amazon worth $58.4M as of Q2 2026.
Systematic Alpha Investments bought 19,470 Amazon shares in Q2 2026, an estimated $4.89M.
Amazon made up 1.57% of Systematic Alpha Investments's portfolio in Q2 2026, its #13 holding.
Systematic Alpha Investments first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.