YL
AMZN icon

YCG LLC’s Amazon AMZN Stock Holding History

YCG LLC’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 		$42.8M Sell
179,513
-12,342
-6% -$3.1M 3.77% 13
2026
Q1 		$40M Sell
191,855
-6,195
-3% -$1.36M 3.62% 15
2025
Q4 		$45.7M Sell
198,050
-145,711
-42% -$33.3M 3.45% 10
2025
Q3 		$75.5M Buy
343,761
+9,685
+3% +$2.19M 5.67% 4
2025
Q2 		$73.3M Sell
334,076
-2,403
-0.7% -$476K 5.66% 4
2025
Q1 		$64M Sell
336,479
-15,435
-4% -$3.35M 5.01% 5
2024
Q4 		$77.2M Sell
351,914
-1,228
-0.3% -$251K 6.14% 4
2024
Q3 		$65.8M Buy
353,142
+2,440
+0.7% +$445K 5.08% 4
2024
Q2 		$67.8M Sell
350,702
-116,906
-25% -$21.5M 5.53% 4
2024
Q1 		$85.8M Sell
467,608
-21,760
-4% -$3.63M 6.82% 2
2023
Q4 		$74.4M Sell
489,368
-4,860
-1% -$681K 6.16% 3
2023
Q3 		$62.8M Sell
494,228
-31,485
-6% -$4.22M 5.8% 3
2023
Q2 		$68.5M Sell
525,713
-98,761
-16% -$11.3M 6.11% 3
2023
Q1 		$64.5M Buy
624,474
+7,274
+1% +$703K 6.31% 3
2022
Q4 		$55.3M Buy
617,200
+151,639
+33% +$15M 5.91% 3
2022
Q3 		$52.6M Buy
465,561
+2,933
+0.6% +$371K 6.26% 2
2022
Q2 		$49.1M Buy
462,628
+54,508
+13% +$6.82M 5.55% 4
2022
Q1 		$66.5M Buy
408,120
+41,460
+11% +$6.41M 6.28% 3
2021
Q4 		$61.1M Buy
366,660
+146,800
+67% +$25.1M 5.38% 5
2021
Q3 		$36.1M Buy
+219,860
New +$37.9M 3.41% 12

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

YCG LLC's AMZN Position: Q2 2026 in Review

YCG LLC reduced its Amazon (AMZN) stake by 6.4% in Q2 2026, selling an estimated $3.1M and leaving 179,513 shares worth $42.8M. The position accounts for 3.77% of the portfolio, ranked #13.

YCG LLC first reported a position in AMZN in Q3 2021 and has held it in 20 quarters since. The position peaked at $85.8M in Q1 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • YCG LLC held 179,513 shares of Amazon worth $42.8M as of Q2 2026.
  • YCG LLC sold 12,342 Amazon shares in Q2 2026, an estimated $3.1M.
  • Amazon made up 3.77% of YCG LLC's portfolio in Q2 2026, its #13 holding.
  • YCG LLC first reported a position in Amazon in Q3 2021 and has held it in 20 quarters since.
  • YCG LLC's Amazon position peaked at $85.8M in Q1 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on YCG LLC's 13F filing for Q2 2026, filed 13 Aug 2026.