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Wellington-Altus USA’s Amazon AMZN Stock Holding History

Wellington-Altus USA’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 		$1.58M Buy
7,569
+171
+2% +$42.9K 1.12% 14
2026
Q1 		$1.76M Sell
7,398
-637
-8% -$140K 1.04% 15
2025
Q4 		$1.85M Buy
+8,035
New +$1.84M 1.37% 14

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington-Altus USA's AMZN Position: Q2 2026 in Review

Wellington-Altus USA increased its Amazon (AMZN) stake by 2.3% in Q2 2026, buying an estimated $42.9K and bringing the position to 7,569 shares worth $1.58M. The position accounts for 1.12% of the portfolio, ranked #14.

Wellington-Altus USA first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.85M in Q4 2025. 6,155 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wellington-Altus USA held 7,569 shares of Amazon worth $1.58M as of Q2 2026.
  • Wellington-Altus USA bought 171 Amazon shares in Q2 2026, an estimated $42.9K.
  • Amazon made up 1.12% of Wellington-Altus USA's portfolio in Q2 2026, its #14 holding.
  • Wellington-Altus USA first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Amazon position peaked at $1.85M in Q4 2025.
  • 6,155 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.