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Seneca Financial Advisors’s Amazon AMZN Stock Holding History

Seneca Financial Advisors’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 		$658K Sell
2,762
-272
-9% -$68.3K 0.17% 38
2026
Q1 		$632K Buy
3,034
+284
+10% +$62.5K 0.19% 38
2025
Q4 		$635K Sell
2,750
-850
-24% -$194K 0.19% 39
2025
Q3 		$790K Hold
3,600
– – 0.26% 37
2025
Q2 		$790K Sell
3,600
-120
-3% -$23.7K 0.3% 36
2025
Q1 		$708K Buy
3,720
+120
+3% +$26K 0.34% 34
2024
Q4 		$790K Buy
3,600
+5
+0.1% +$1.02K 0.39% 32
2024
Q3 		$670K Sell
3,595
-155
-4% -$28.3K 0.33% 33
2024
Q2 		$725K Buy
3,750
+56
+2% +$10.3K 0.38% 35
2024
Q1 		$666K Buy
3,694
+5
+0.1% +$835 0.36% 36
2023
Q4 		$561K Sell
3,689
-59
-2% -$8.27K 0.33% 36
2023
Q3 		$476K Buy
3,748
+59
+2% +$7.91K 0.33% 35
2023
Q2 		$481K Sell
3,689
-120
-3% -$13.7K 0.32% 36
2023
Q1 		$393K Sell
3,809
-404
-10% -$39K 0.25% 39
2022
Q4 		$354K Buy
4,213
+877
+26% +$86.6K 0.22% 36
2022
Q3 		$377K Hold
3,336
– – 0.27% 32
2022
Q2 		$354K Sell
3,336
-84
-2% -$10.5K 0.24% 34
2022
Q1 		$557K Hold
3,420
– – 0.34% 29
2021
Q4 		$570K Buy
3,420
+880
+35% +$151K 0.34% 30
2021
Q3 		$417K Hold
2,540
– – 0.28% 28
2021
Q2 		$437K Hold
2,540
– – 0.29% 30
2021
Q1 		$393K Buy
2,540
+600
+31% +$95.1K 0.28% 30
2020
Q4 		$316K Buy
+1,940
New +$310K 0.24% 31

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Seneca Financial Advisors's AMZN Position: Q2 2026 in Review

Seneca Financial Advisors reduced its Amazon (AMZN) stake by 9% in Q2 2026, selling an estimated $68.3K and leaving 2,762 shares worth $658K. The position accounts for 0.17% of the portfolio, ranked #38.

Seneca Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $790K in Q3 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Seneca Financial Advisors held 2,762 shares of Amazon worth $658K as of Q2 2026.
  • Seneca Financial Advisors sold 272 Amazon shares in Q2 2026, an estimated $68.3K.
  • Amazon made up 0.17% of Seneca Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Seneca Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Seneca Financial Advisors's Amazon position peaked at $790K in Q3 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.