U.S. Global Investors (USGI)’s Amazon AMZN Stock Holding History

U.S. Global Investors (USGI)’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	$1.79M	Sell	7,500 -2,000	-21%	-$502K	0.17%	59
2026 Q1	$1.98M	Buy	+9,500	New	+$2.09M	0.23%	65
2025 Q3	–	Sell	-3,125	Closed	-$686K	–	137
2025 Q2	$686K	Sell	3,125 -625	-17%	-$124K	0.08%	77
2025 Q1	$713K	Buy	+3,750	New	+$814K	0.09%	73
2024 Q4	–	Sell	-7,980	Closed	-$1.49M	–	131
2024 Q3	$1.49M	Sell	7,980 -4,000	-33%	-$730K	0.14%	52
2024 Q2	$2.32M	Buy	11,980 +6,480	+118%	+$1.19M	0.22%	42
2024 Q1	$992K	Buy	+5,500	New	+$918K	0.08%	56
2023 Q2	–	Sell	-17,500	Closed	-$1.81M	–	118
2023 Q1	$1.81M	Buy	+17,500	New	+$1.69M	0.12%	42
2022 Q2	–	Sell	-15,000	Closed	-$2.44M	–	135
2022 Q1	$2.44M	Buy	15,000 +1,200	+9%	+$185K	0.08%	46
2021 Q4	$2.3M	Hold	13,800	–	–	0.08%	45
2021 Q3	$2.27M	Hold	13,800	–	–	0.07%	49
2021 Q2	$2.37M	Hold	13,800	–	–	0.08%	44
2021 Q1	$2.13M	Hold	13,800	–	–	0.07%	40
2020 Q4	$2.25M	Buy	13,800 +1,800	+15%	+$287K	0.1%	44
2020 Q3	$1.89M	Buy	12,000 +5,400	+82%	+$851K	0.13%	49
2020 Q2	$910K	Buy	+6,600	New	+$797K	0.09%	62
2015 Q4	–	Sell	-36,000	Closed	-$921K	–	251
2015 Q3	$921K	Buy	+36,000	New	+$910K	0.49%	67
2014 Q1	–	Sell	-14,800	Closed	-$295K	–	308
2013 Q4	$295K	Hold	14,800	–	–	0.05%	198
2013 Q3	$231K	Buy	14,800 +5,800	+64%	+$86.4K	0.04%	201
2013 Q2	$125K	Buy	+9,000	New	+$120K	0.02%	260

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

U.S. Global Investors (USGI)'s AMZN Position: Q2 2026 in Review

U.S. Global Investors (USGI) reduced its Amazon (AMZN) stake by 21% in Q2 2026, selling an estimated $502K and leaving 7,500 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #59.

U.S. Global Investors (USGI) first reported a position in AMZN in Q2 2013 and has held it in 20 quarters since. The position peaked at $2.44M in Q1 2022. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

U.S. Global Investors (USGI) held 7,500 shares of Amazon worth $1.79M as of Q2 2026.
U.S. Global Investors (USGI) sold 2,000 Amazon shares in Q2 2026, an estimated $502K.
Amazon made up 0.17% of U.S. Global Investors (USGI)'s portfolio in Q2 2026, its #59 holding.
U.S. Global Investors (USGI) first reported a position in Amazon in Q2 2013 and has held it in 20 quarters since.
U.S. Global Investors (USGI)'s Amazon position peaked at $2.44M in Q1 2022.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2026, filed 27 Jul 2026.