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Morningstar Investment Management LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on AMZN, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 61,551 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,551 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $12,819,227.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,551 shares
    Change vs previous 13F +9,175 shares

    0.79% of the 13F portfolio, value $12,819,227.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,376 shares
    Change vs previous 13F -129,194 shares

    0.71% of the 13F portfolio, value $12,090,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 181,570 shares
    Change vs previous 13F +110,020 shares

    1.47% of the 13F portfolio, value $39,867,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,550 shares
    Change vs previous 13F -32,222 shares

    1.38% of the 13F portfolio, value $15,697,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 103,772 shares
    Change vs previous 13F -53,958 shares

    1.15% of the 13F portfolio, value $19,744,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 32,222 shares
    • Morningstar Investment Management LLC: 71,550 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 157,730 shares
    Change vs previous 13F -923,158 shares

    1.46% of the 13F portfolio, value $34,605,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 79,333 shares
    • Morningstar Investment Management LLC: 78,397 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,080,888 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $203,146,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 1,021,855 shares
    • Morningstar Investment Management LLC: 59,033 shares

    Acceptance time not in the bulk data set (spec §4.2).