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Tortoise Investment Management’s Amazon AMZN Stock Holding History

Tortoise Investment Management’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
Q1 		$1.18M Buy
5,644
+662
+13% +$146K 0.1% 119
2025
Q4 		$1.15M Buy
4,982
+401
+9% +$91.7K 0.1% 122
2025
Q3 		$1.01M Buy
4,581
+261
+6% +$59.1K 0.09% 124
2025
Q2 		$948K Buy
4,320
+435
+11% +$86.1K 0.09% 121
2025
Q1 		$739K Sell
3,885
-1,221
-24% -$265K 0.08% 127
2024
Q4 		$1.12M Buy
5,106
+481
+10% +$98.4K 0.12% 110
2024
Q3 		$862K Buy
4,625
+666
+17% +$122K 0.09% 124
2024
Q2 		$765K Sell
3,959
-290
-7% -$53.3K 0.09% 125
2024
Q1 		$766K Buy
4,249
+384
+10% +$64.1K 0.09% 127
2023
Q4 		$587K Sell
3,865
-183
-5% -$25.7K 0.08% 137
2023
Q3 		$515K Sell
4,048
-81
-2% -$10.9K 0.08% 137
2023
Q2 		$538K Sell
4,129
-300
-7% -$34.3K 0.08% 137
2023
Q1 		$457K Buy
4,429
+240
+6% +$23.2K 0.07% 139
2022
Q4 		$352K Sell
4,189
-18
-0.4% -$1.78K 0.06% 152
2022
Q3 		$475K Sell
4,207
-193
-4% -$24.4K 0.09% 125
2022
Q2 		$467K Buy
4,400
+440
+11% +$55.1K 0.09% 122
2022
Q1 		$645K Sell
3,960
-20
-0.5% -$3.09K 0.12% 107
2021
Q4 		$664K Sell
3,980
-260
-6% -$44.5K 0.12% 98
2021
Q3 		$696K Buy
4,240
+380
+10% +$65.5K 0.14% 87
2021
Q2 		$664K Buy
3,860
+180
+5% +$29.9K 0.14% 91
2021
Q1 		$569K Buy
3,680
+60
+2% +$9.51K 0.13% 97
2020
Q4 		$590K Hold
3,620
– – 0.13% 86
2020
Q3 		$570K Buy
3,620
+380
+12% +$59.9K 0.14% 86
2020
Q2 		$447K Buy
3,240
+800
+33% +$96.6K 0.12% 92
2020
Q1 		$238K Buy
2,440
+400
+20% +$38.7K 0.07% 114
2019
Q4 		$188K Sell
2,040
-980
-32% -$86.7K 0.04% 146
2019
Q3 		$262K Sell
3,020
-1,100
-27% -$102K 0.07% 121
2019
Q2 		$390K Buy
4,120
+1,600
+63% +$149K 0.1% 108
2019
Q1 		$224K Buy
2,520
+40
+2% +$3.33K 0.06% 134
2018
Q4 		$186K Buy
2,480
+140
+6% +$11.6K 0.05% 145
2018
Q3 		$234K Sell
2,340
-8,420
-78% -$792K 0.06% 128
2018
Q2 		$914K Buy
10,760
+900
+9% +$71.4K 0.25% 67
2018
Q1 		$714K Sell
9,860
-260
-3% -$18.6K 0.2% 73
2017
Q4 		$592K Sell
10,120
-600
-6% -$33K 0.17% 81
2017
Q3 		$515K Hold
10,720
– – 0.16% 84
2017
Q2 		$519K Buy
10,720
+8,760
+447% +$418K 0.17% 74
2017
Q1 		$87K Buy
1,960
+1,240
+172% +$51.7K 0.03% 162
2016
Q4 		$27K Buy
720
+300
+71% +$11.8K 0.01% 242
2016
Q3 		$18K Hold
420
– – 0.01% 259
2016
Q2 		$15K Hold
420
– – 0.01% 272
2016
Q1 		$12K Sell
420
-540
-56% -$15.3K ﹤0.01% 271
2015
Q4 		$32K Hold
960
– – 0.01% 237
2015
Q3 		$25K Hold
960
– – 0.01% 238
2015
Q2 		$21K Buy
960
+540
+129% +$11.3K 0.01% 267
2015
Q1 		$8K Hold
420
– – ﹤0.01% 304
2014
Q4 		$7K Hold
420
– – ﹤0.01% 340
2014
Q3 		$7K Hold
420
– – ﹤0.01% 319
2014
Q2 		$7K Hold
420
– – ﹤0.01% 332
2014
Q1 		$7K Hold
420
– – ﹤0.01% 284
2013
Q4 		$8K Hold
420
– – ﹤0.01% 255
2013
Q3 		$7K Hold
420
– – ﹤0.01% 253
2013
Q2 		$6K Buy
+420
New +$5.59K ﹤0.01% 270

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

Tortoise Investment Management's AMZN Position: Q1 2026 in Review

Tortoise Investment Management increased its Amazon (AMZN) stake by 13% in Q1 2026, buying an estimated $146K and bringing the position to 5,644 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #119.

Tortoise Investment Management first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Tortoise Investment Management held 5,644 shares of Amazon worth $1.18M as of Q1 2026.
  • Tortoise Investment Management bought 662 Amazon shares in Q1 2026, an estimated $146K.
  • Amazon made up 0.1% of Tortoise Investment Management's portfolio in Q1 2026, its #119 holding.
  • Tortoise Investment Management first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.