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AMZN icon

Penney Financial’s Amazon AMZN Stock Holding History

Penney Financial’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 		$795K Hold
3,337
– – 0.28% 31
2026
Q1 		$695K Buy
3,337
+250
+8% +$55K 0.27% 30
2025
Q4 		$713K Sell
3,087
-174
-5% -$39.8K 0.28% 29
2025
Q3 		$716K Buy
3,261
+402
+14% +$91K 0.32% 29
2025
Q2 		$627K Buy
2,859
+100
+4% +$19.8K 0.32% 26
2025
Q1 		$525K Hold
2,759
– – 0.34% 24
2024
Q4 		$605K Buy
2,759
+160
+6% +$32.7K 0.41% 21
2024
Q3 		$484K Buy
2,599
+155
+6% +$28.3K 0.33% 23
2024
Q2 		$472K Hold
2,444
– – 0.35% 21
2024
Q1 		$441K Hold
2,444
– – 0.33% 24
2023
Q4 		$371K Buy
+2,444
New +$343K 0.31% 24

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Penney Financial's AMZN Position: Q2 2026 in Review

Penney Financial held its Amazon (AMZN) position steady in Q2 2026 at 3,337 shares worth $795K. The position accounts for 0.28% of the portfolio, ranked #31.

Penney Financial first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 3,166 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Penney Financial held 3,337 shares of Amazon worth $795K as of Q2 2026.
  • Penney Financial left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.28% of Penney Financial's portfolio in Q2 2026, its #31 holding.
  • Penney Financial first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 3,166 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.