Wittenberg Investment Management’s Amazon AMZN Stock Holding History

Wittenberg 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	$560K	Buy	102,778 +100,087	+3,719%	+$22M	0.21%	47
2025 Q4	$621K	Hold	2,691	–	–	0.24%	46
2025 Q3	$591K	Hold	2,691	–	–	0.23%	44
2025 Q2	$590K	Hold	2,691	–	–	0.26%	43
2025 Q1	$512K	Sell	2,691 -3,415	-56%	-$741K	0.23%	44
2024 Q4	$1.34M	Sell	6,106 -5,735	-48%	-$1.17M	0.53%	28
2024 Q3	$2.21M	Sell	11,841 -900	-7%	-$164K	0.71%	28
2024 Q2	$2.46M	Sell	12,741 -735	-5%	-$135K	0.84%	23
2024 Q1	$2.43M	Sell	13,476 -13,650	-50%	-$2.28M	0.83%	24
2023 Q4	$4.12M	Sell	27,126 -3,534	-12%	-$495K	1.43%	18
2023 Q3	$3.9M	Sell	30,660 -50	-0.2%	-$6.7K	1.43%	16
2023 Q2	$4M	Sell	30,710 -700	-2%	-$79.9K	1.45%	17
2023 Q1	$3.24M	Sell	31,410 -9,650	-24%	-$932K	1.21%	20
2022 Q4	$3.45M	Buy	+41,060	New	+$4.06M	1.4%	20

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wittenberg Investment Management increased its Amazon (AMZN) stake by 3,719% in Q1 2026, buying an estimated $22M and bringing the position to 102,778 shares worth $560K. The position accounts for 0.21% of the portfolio, ranked #47.

Wittenberg Investment Management first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.12M in Q4 2023. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Wittenberg Investment Management held 102,778 shares of Amazon worth $560K as of Q1 2026.
Wittenberg Investment Management bought 100,087 Amazon shares in Q1 2026, an estimated $22M.
Amazon made up 0.21% of Wittenberg Investment Management's portfolio in Q1 2026, its #47 holding.
Wittenberg Investment Management first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Wittenberg Investment Management's Amazon position peaked at $4.12M in Q4 2023.
5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.