Mawer decreased AMZN position by 621,944 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $AMZN based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Mawer Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | Increased | +2,127,064 | $616.0B |
| SKM | SK TELECOM CO LTD | New | +1,708,146 | $54.9B |
| APH | AMPHENOL CORP | Decreased | 1,628,476 | $415.8B |
| MRSH | MARSH & MCLENNAN COS INC | Decreased | 1,604,431 | $311.9B |
| BAC | VERIZON COMMUNICATIONS INC | Decreased | 1,054,206 | $71.0B |
| TME | TENCENT MUSIC ENTMT GROUP | Decreased | 1,011,904 | $51.8B |
| AEP | AMERICAN ELEC PWR CO INC | Increased | +949,366 | $312.5B |
| SHEL | SHELL PLC | Increased | +893,456 | $621.4B |
| VVV | VALVOLINE INC | Decreased | 743,489 | $13.5B |
| BKNG | BOOKING HOLDINGS INC | Increased | +683,781 | $132.0B |
Other Whales Moving AMZN This Period
| Manager | Change Type | Share Change |
|---|---|---|
| State Street | Increased | +6,736,637 |
| Eminence | Exited | 1,543,759 |
| Polen Capital | Decreased | 1,086,786 |
| Fisher Investments | Increased | +792,975 |
| Jennison | Decreased | 136,589 |
| Winton | Increased | +43,320 |
| Baillie Gifford | Increased | +28,671 |
| Mondrian | Increased | +24,985 |
| Brown Capital | New | +903 |
| Cascade (Gates) | Decreased | 511 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: August 12, 2026 at 06:03 UTC