Equitable Trust’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38M | Buy |
182,411
+26,716
| +17% | +$5.88M | 1.75% | 11 |
|
|
2025
Q4 | $35.9M | Sell |
155,695
-1,636
| -1% | -$374K | 1.6% | 12 |
|
|
2025
Q3 | $34.5M | Buy |
157,331
+5,723
| +4% | +$1.3M | 1.59% | 12 |
|
|
2025
Q2 | $33.3M | Buy |
151,608
+15,292
| +11% | +$3.03M | 1.66% | 10 |
|
|
2025
Q1 | $25.9M | Sell |
136,316
-3,330
| -2% | -$723K | 1.44% | 11 |
|
|
2024
Q4 | $30.6M | Buy |
139,646
+18,380
| +15% | +$3.76M | 1.71% | 10 |
|
|
2024
Q3 | $22.6M | Sell |
121,266
-3,215
| -3% | -$587K | 1.45% | 13 |
|
|
2024
Q2 | $24.1M | Buy |
124,481
+92
| +0.1% | +$16.9K | 1.65% | 10 |
|
|
2024
Q1 | $22.4M | Buy |
124,389
+3,486
| +3% | +$582K | 1.56% | 15 |
|
|
2023
Q4 | $18.4M | Buy |
120,903
+3,329
| +3% | +$467K | 1.38% | 20 |
|
|
2023
Q3 | $14.9M | Sell |
117,574
-2,779
| -2% | -$372K | 1.24% | 22 |
|
|
2023
Q2 | $15.7M | Sell |
120,353
-5,219
| -4% | -$596K | 1.2% | 22 |
|
|
2023
Q1 | $13M | Buy |
125,572
+7,069
| +6% | +$683K | 1.02% | 23 |
|
|
2022
Q4 | $9.95M | Sell |
118,503
-178,610
| -60% | -$17.6M | 0.78% | 29 |
|
|
2022
Q3 | $33.6M | Sell |
297,113
-12,889
| -4% | -$1.63M | 2.8% | 6 |
|
|
2022
Q2 | $32.9M | Buy |
310,002
+73,442
| +31% | +$9.19M | 2.45% | 6 |
|
|
2022
Q1 | $38.6M | Buy |
236,560
+960
| +0.4% | +$148K | 2.48% | 7 |
|
|
2021
Q4 | $39.3M | Buy |
235,600
+64,460
| +38% | +$11M | 2.43% | 7 |
|
|
2021
Q3 | $28.1M | Buy |
171,140
+3,200
| +2% | +$552K | 1.79% | 10 |
|
|
2021
Q2 | $28.9M | Buy |
167,940
+440
| +0.3% | +$73.1K | 1.85% | 9 |
|
|
2021
Q1 | $25.9M | Buy |
167,500
+45,240
| +37% | +$7.17M | 1.93% | 6 |
|
|
2020
Q4 | $19.9M | Buy |
122,260
+1,880
| +2% | +$300K | 1.48% | 17 |
|
|
2020
Q3 | $19M | Sell |
120,380
-13,540
| -10% | -$2.13M | 1.61% | 18 |
|
|
2020
Q2 | $18.5M | Buy |
133,920
+1,540
| +1% | +$186K | 1.7% | 15 |
|
|
2020
Q1 | $12.9M | Buy |
132,380
+49,040
| +59% | +$4.75M | 1.42% | 17 |
|
|
2019
Q4 | $7.7M | Buy |
83,340
+1,740
| +2% | +$154K | 0.75% | 37 |
|
|
2019
Q3 | $7.08M | Buy |
81,600
+2,700
| +3% | +$250K | 0.75% | 37 |
|
|
2019
Q2 | $7.47M | Buy |
78,900
+2,940
| +4% | +$274K | 0.79% | 32 |
|
|
2019
Q1 | $6.76M | Buy |
75,960
+1,980
| +3% | +$165K | 0.78% | 35 |
|
|
2018
Q4 | $5.56M | Buy |
73,980
+11,720
| +19% | +$974K | 0.74% | 41 |
|
|
2018
Q3 | $6.24M | Buy |
62,260
+2,500
| +4% | +$235K | 0.73% | 37 |
|
|
2018
Q2 | $5.08M | Buy |
+59,760
| New | +$4.74M | 0.64% | 49 |
|
Other funds holding AMZN
VCM
VPM
Equitable Trust's AMZN Position: Q1 2026 in Review
Equitable Trust increased its Amazon (AMZN) stake by 17% in Q1 2026, buying an estimated $5.88M and bringing the position to 182,411 shares worth $38M. The position accounts for 1.75% of the portfolio, ranked #11.
Equitable Trust first reported a position in AMZN in Q2 2018 and has held it in 32 quarters since. The position peaked at $39.3M in Q4 2021. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Equitable Trust held 182,411 shares of Amazon worth $38M as of Q1 2026.
- Equitable Trust bought 26,716 Amazon shares in Q1 2026, an estimated $5.88M.
- Amazon made up 1.75% of Equitable Trust's portfolio in Q1 2026, its #11 holding.
- Equitable Trust first reported a position in Amazon in Q2 2018 and has held it in 32 quarters since.
- Equitable Trust's Amazon position peaked at $39.3M in Q4 2021.
- 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.