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Sendero Wealth Management’s Amazon AMZN Stock Holding History

Sendero Wealth Management’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
Q1 		$17.6M Sell
84,423
-9,125
-10% -$2.01M 1.94% 9
2025
Q4 		$21.6M Sell
93,548
-2,114
-2% -$484K 2.39% 8
2025
Q3 		$21M Sell
95,662
-8,845
-8% -$2M 2.46% 8
2025
Q2 		$22.9M Buy
104,507
+955
+0.9% +$189K 2.86% 7
2025
Q1 		$19.7M Buy
103,552
+12,445
+14% +$2.7M 2.73% 7
2024
Q4 		$20M Buy
91,107
+2,125
+2% +$435K 2.98% 5
2024
Q3 		$16.6M Buy
88,982
+1,085
+1% +$198K 2.61% 6
2024
Q2 		$17M Sell
87,897
-761
-0.9% -$140K 2.86% 6
2024
Q1 		$16M Sell
88,658
-27,048
-23% -$4.51M 2.75% 6
2023
Q4 		$17.6M Buy
115,706
+2,593
+2% +$363K 3.31% 5
2023
Q3 		$14.4M Sell
113,113
-919
-0.8% -$123K 3.09% 5
2023
Q2 		$14.9M Buy
114,032
+15,246
+15% +$1.74M 3.25% 4
2023
Q1 		$10.2M Buy
98,786
+32,269
+49% +$3.12M 3.12% 5
2022
Q4 		$5.59M Buy
66,517
+13,969
+27% +$1.38M 1.99% 5
2022
Q3 		$5.94M Buy
52,548
+12,889
+32% +$1.63M 2.47% 7
2022
Q2 		$4.21M Buy
39,659
+559
+1% +$70K 4.04% 5
2022
Q1 		$6.37M Buy
39,100
+2,660
+7% +$411K 2.94% 6
2021
Q4 		$6.08M Buy
+36,440
New +$6.24M 2.7% 6

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sendero Wealth Management's AMZN Position: Q1 2026 in Review

Sendero Wealth Management reduced its Amazon (AMZN) stake by 9.8% in Q1 2026, selling an estimated $2.01M and leaving 84,423 shares worth $17.6M. The position accounts for 1.94% of the portfolio, ranked #9.

Sendero Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.9M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Sendero Wealth Management held 84,423 shares of Amazon worth $17.6M as of Q1 2026.
  • Sendero Wealth Management sold 9,125 Amazon shares in Q1 2026, an estimated $2.01M.
  • Amazon made up 1.94% of Sendero Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Sendero Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Sendero Wealth Management's Amazon position peaked at $22.9M in Q2 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.