Sargent Investment Group’s Amazon AMZN Stock Holding History

Sargent Investment Group’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	–	Sell	-300	Closed	-$62.5K	–	281
2026 Q1	$62.5K	Buy	+300	New	+$66.1K	0.01%	263

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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.