Thayer Partners’s Amazon AMZN Stock Holding History

Thayer Partners’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	$2.56M	Buy	10,725 +559	+5%	+$140K	1.06%	23
2026 Q1	$2.12M	Buy	10,166 +156	+2%	+$34.3K	1.01%	24
2025 Q4	$2.31M	Buy	+10,010	New	+$2.29M	1.12%	21

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

Thayer Partners's AMZN Position: Q2 2026 in Review

Thayer Partners increased its Amazon (AMZN) stake by 5.5% in Q2 2026, buying an estimated $140K and bringing the position to 10,725 shares worth $2.56M. The position accounts for 1.06% of the portfolio, ranked #23.

Thayer Partners first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,119 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Thayer Partners held 10,725 shares of Amazon worth $2.56M as of Q2 2026.
Thayer Partners bought 559 Amazon shares in Q2 2026, an estimated $140K.
Amazon made up 1.06% of Thayer Partners's portfolio in Q2 2026, its #23 holding.
Thayer Partners first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,119 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Thayer Partners's 13F filing for Q2 2026, filed 31 Jul 2026.