Sargent Investment Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18M | Buy |
75,602
+352
| +0.5% | +$88.4K | 2.17% | 8 |
|
|
2026
Q1 | $15.7M | Buy |
75,250
+4,303
| +6% | +$947K | 2.06% | 8 |
|
|
2025
Q4 | $16.4M | Buy |
70,947
+3,572
| +5% | +$817K | 2.05% | 9 |
|
|
2025
Q3 | $14.8M | Buy |
67,375
+937
| +1% | +$212K | 2.11% | 11 |
|
|
2025
Q2 | $14.8M | Buy |
66,438
+2,423
| +4% | +$479K | 2% | 11 |
|
|
2025
Q1 | $12.2M | Buy |
64,015
+2,164
| +3% | +$470K | 1.95% | 13 |
|
|
2024
Q4 | $13.5M | Buy |
61,851
+9,312
| +18% | +$1.91M | 2.21% | 10 |
|
|
2024
Q3 | $9.79M | Buy |
52,539
+4,235
| +9% | +$773K | 1.76% | 15 |
|
|
2024
Q2 | $9.33M | Sell |
48,304
-2,186
| -4% | -$402K | 1.9% | 14 |
|
|
2024
Q1 | $9.11M | Buy |
50,490
+1,475
| +3% | +$246K | 2% | 14 |
|
|
2023
Q4 | $7.45M | Buy |
49,015
+3,648
| +8% | +$511K | 1.63% | 15 |
|
|
2023
Q3 | $5.77M | Buy |
45,367
+8,515
| +23% | +$1.14M | 1.39% | 20 |
|
|
2023
Q2 | $4.8M | Buy |
36,852
+420
| +1% | +$48K | 1.17% | 22 |
|
|
2023
Q1 | $3.73M | Sell |
36,432
-48
| -0.1% | -$4.64K | 0.98% | 29 |
|
|
2022
Q4 | $3.06M | Buy |
36,480
+345
| +1% | +$34.1K | 0.95% | 29 |
|
|
2022
Q3 | $4.35M | Buy |
36,135
+347
| +1% | +$43.9K | 1.35% | 21 |
|
|
2022
Q2 | $3.8M | Buy |
35,788
+88
| +0.2% | +$11K | 1.17% | 24 |
|
|
2022
Q1 | $5.82M | Buy |
35,700
+2,460
| +7% | +$380K | 1.47% | 16 |
|
|
2021
Q4 | $5.54M | Sell |
33,240
-2,980
| -8% | -$510K | 1.26% | 22 |
|
|
2021
Q3 | $5.95M | Buy |
36,220
+2,960
| +9% | +$511K | 1.45% | 19 |
|
|
2021
Q2 | $5.72M | Buy |
33,260
+820
| +3% | +$136K | 1.36% | 19 |
|
|
2021
Q1 | $5.02M | Buy |
32,440
+2,440
| +8% | +$387K | 1.32% | 21 |
|
|
2020
Q4 | $4.88M | Buy |
30,000
+1,060
| +4% | +$169K | 1.54% | 17 |
|
|
2020
Q3 | $4.56M | Sell |
28,940
-53,880
| -65% | -$8.49M | 1.66% | 16 |
|
|
2020
Q2 | $11.9M | Sell |
82,820
-1,000
| -1% | -$121K | 4.48% | 4 |
|
|
2020
Q1 | $8.17M | Sell |
83,820
-6,000
| -7% | -$581K | 3.76% | 7 |
|
|
2019
Q4 | $8.3M | Sell |
89,820
-60
| -0.1% | -$5.31K | 3.04% | 7 |
|
|
2019
Q3 | $7.8M | Sell |
89,880
-3,000
| -3% | -$278K | 3.5% | 7 |
|
|
2019
Q2 | $8.79M | Buy |
92,880
+140
| +0.2% | +$13K | 4.02% | 4 |
|
|
2019
Q1 | $8.26M | Sell |
92,740
-920
| -1% | -$76.6K | 3.98% | 4 |
|
|
2018
Q4 | $7.03M | Buy |
+93,660
| New | +$7.79M | 4.32% | 4 |
|
Other funds holding AMZN
Sargent Investment Group's AMZN Position: Q2 2026 in Review
Sargent Investment Group increased its Amazon (AMZN) stake by 0.47% in Q2 2026, buying an estimated $88.4K and bringing the position to 75,602 shares worth $18M. The position accounts for 2.17% of the portfolio, ranked #8.
Sargent Investment Group first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Sargent Investment Group held 75,602 shares of Amazon worth $18M as of Q2 2026.
- Sargent Investment Group bought 352 Amazon shares in Q2 2026, an estimated $88.4K.
- Amazon made up 2.17% of Sargent Investment Group's portfolio in Q2 2026, its #8 holding.
- Sargent Investment Group first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
- 6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.