Penney Financial
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
Q3 		$823K Sell
3,303
-34
-1% -$8.64K 0.24% 29
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Penney Financial's AMZN Position: Q3 2026 in Review

Penney Financial reduced its Amazon (AMZN) stake by 1% in Q3 2026, selling an estimated $8.64K and leaving 3,303 shares worth $823K. The position accounts for 0.24% of the portfolio, ranked #29.

Penney Financial first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 2,935 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Penney Financial held 3,303 shares of Amazon worth $823K as of Q3 2026.
  • Penney Financial sold 34 Amazon shares in Q3 2026, an estimated $8.64K.
  • Amazon made up 0.24% of Penney Financial's portfolio in Q3 2026, its #29 holding.
  • Penney Financial first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 2,935 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.