Wendell David Associates’s Amazon AMZN Stock Holding History

Wendell David Associates’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	$10.6M	Buy	44,584 +2,608	+6%	+$655K	1.12%	23
2026 Q1	$8.74M	Buy	41,976 +1,535	+4%	+$338K	0.95%	27
2025 Q4	$9.34M	Buy	40,441 +1,422	+4%	+$325K	0.95%	27
2025 Q3	$8.57M	Hold	39,019	–	–	0.85%	31
2025 Q2	$8.56M	Sell	39,019 -1,170	-3%	-$232K	0.86%	31
2025 Q1	$7.65M	Sell	40,189 -1,160	-3%	-$252K	0.76%	35
2024 Q4	$9.07M	Buy	41,349 +215	+0.5%	+$44K	0.9%	32
2024 Q3	$7.67M	Buy	41,134 +60	+0.1%	+$10.9K	0.73%	37
2024 Q2	$7.94M	Sell	41,074 -35	-0.1%	-$6.43K	0.81%	36
2024 Q1	$7.42M	Sell	41,109 -1	-0%	-$167	0.75%	37
2023 Q4	$6.25M	Sell	41,110 -785	-2%	-$110K	0.67%	39
2023 Q3	$5.33M	Buy	41,895 +825	+2%	+$111K	0.63%	39
2023 Q2	$5.35M	Sell	41,070 -80	-0.2%	-$9.14K	0.6%	43
2023 Q1	$4.25M	Sell	41,150 -90	-0.2%	-$8.7K	0.5%	51
2022 Q4	$3.46M	Sell	41,240 -8,480	-17%	-$838K	0.43%	55
2022 Q3	$5.62M	Sell	49,720 -6,880	-12%	-$870K	0.76%	40
2022 Q2	$6.01M	Sell	56,600 -9,020	-14%	-$1.13M	0.76%	40
2022 Q1	$10.7M	Sell	65,620 -360	-0.5%	-$55.6K	1.19%	28
2021 Q4	$11M	Sell	65,980 -1,740	-3%	-$298K	1.11%	30
2021 Q3	$11.1M	Sell	67,720 -480	-0.7%	-$82.8K	1.24%	26
2021 Q2	$11.7M	Buy	68,200 +3,240	+5%	+$538K	1.31%	25
2021 Q1	$10.1M	Buy	64,960 +1,880	+3%	+$298K	1.21%	27
2020 Q4	$10.3M	Buy	63,080 +560	+0.9%	+$89.4K	1.26%	27
2020 Q3	$9.84M	Sell	62,520 -260	-0.4%	-$41K	1.31%	24
2020 Q2	$8.66M	Buy	62,780 +12,060	+24%	+$1.46M	1.26%	25
2020 Q1	$4.94M	Buy	50,720 +2,720	+6%	+$263K	0.84%	37
2019 Q4	$4.43M	Buy	48,000 +20	+0%	+$1.77K	0.61%	45
2019 Q3	$4.16M	Buy	47,980 +4,080	+9%	+$378K	0.61%	47
2019 Q2	$4.16M	Buy	43,900 +520	+1%	+$48.4K	0.62%	46
2019 Q1	$3.86M	Buy	43,380 +4,500	+12%	+$374K	0.6%	45
2018 Q4	$2.92M	Buy	38,880 +1,020	+3%	+$84.8K	0.53%	51
2018 Q3	$3.79M	Buy	37,860 +40	+0.1%	+$3.76K	0.59%	49
2018 Q2	$3.21M	Hold	37,820	–	–	0.55%	50
2018 Q1	$2.74M	Hold	37,820	–	–	0.49%	58
2017 Q4	$2.21M	Sell	37,820 -1,500	-4%	-$82.5K	0.38%	69
2017 Q3	$1.89M	Buy	39,320 +100	+0.3%	+$4.91K	0.33%	75
2017 Q2	$1.9M	Sell	39,220 -40	-0.1%	-$1.91K	0.36%	75
2017 Q1	$1.74M	Hold	39,260	–	–	0.33%	77
2016 Q4	$1.47M	Buy	39,260 +260	+0.7%	+$10.2K	0.29%	81
2016 Q3	$1.63M	Hold	39,000	–	–	0.32%	76
2016 Q2	$1.4M	Hold	39,000	–	–	0.27%	83
2016 Q1	$1.16M	Sell	39,000 -2,000	-5%	-$56.8K	0.22%	87
2015 Q4	$1.39M	Hold	41,000	–	–	0.27%	80
2015 Q3	$1.05M	Hold	41,000	–	–	0.22%	90
2015 Q2	$890K	Hold	41,000	–	–	0.17%	97
2015 Q1	$763K	Sell	41,000 -2,580	-6%	-$45.4K	0.15%	107
2014 Q4	$675K	Sell	43,580 -800	-2%	-$12.5K	0.13%	110
2014 Q3	$715K	Hold	44,380	–	–	0.15%	100
2014 Q2	$721K	Sell	44,380 -2,000	-4%	-$31.6K	0.15%	98
2014 Q1	$779K	Hold	46,380	–	–	0.17%	100
2013 Q4	$925K	Sell	46,380 -160	-0.3%	-$2.88K	0.2%	94
2013 Q3	$728K	Buy	46,540 +3,140	+7%	+$46.8K	0.17%	98
2013 Q2	$603K	Buy	+43,400	New	+$578K	0.15%	100

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wendell David Associates's AMZN Position: Q2 2026 in Review

Wendell David Associates increased its Amazon (AMZN) stake by 6.2% in Q2 2026, buying an estimated $655K and bringing the position to 44,584 shares worth $10.6M. The position accounts for 1.12% of the portfolio, ranked #23.

Wendell David Associates first reported a position in AMZN in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.7M in Q2 2021. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Wendell David Associates held 44,584 shares of Amazon worth $10.6M as of Q2 2026.
Wendell David Associates bought 2,608 Amazon shares in Q2 2026, an estimated $655K.
Amazon made up 1.12% of Wendell David Associates's portfolio in Q2 2026, its #23 holding.
Wendell David Associates first reported a position in Amazon in Q2 2013 and has held it in 53 quarters since.
Wendell David Associates's Amazon position peaked at $11.7M in Q2 2021.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.