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AMZN icon

Sequent Planning’s Amazon AMZN Stock Holding History

Sequent Planning’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 		$5.92M Sell
24,838
-1,280
-5% -$321K 1.27% 15
2026
Q1 		$5.44M Buy
26,118
+34
+0.1% +$7.49K 1.32% 15
2025
Q4 		$6.02M Sell
26,084
-1,251
-5% -$286K 1.53% 12
2025
Q3 		$6M Sell
27,335
-15
-0.1% -$3.4K 1.7% 12
2025
Q2 		$6M Buy
27,350
+271
+1% +$53.6K 1.9% 9
2025
Q1 		$5.15M Sell
27,079
-1,482
-5% -$322K 1.85% 11
2024
Q4 		$6.27M Buy
28,561
+239
+0.8% +$48.9K 2.3% 7
2024
Q3 		$5.28M Buy
28,322
+94
+0.3% +$17.2K 1.82% 11
2024
Q2 		$5.57M Sell
28,228
-1,052
-4% -$193K 1.91% 10
2024
Q1 		$5.28M Buy
+29,280
New +$4.89M 1.91% 9

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

Sequent Planning's AMZN Position: Q2 2026 in Review

Sequent Planning reduced its Amazon (AMZN) stake by 4.9% in Q2 2026, selling an estimated $321K and leaving 24,838 shares worth $5.92M. The position accounts for 1.27% of the portfolio, ranked #15.

Sequent Planning first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.27M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sequent Planning held 24,838 shares of Amazon worth $5.92M as of Q2 2026.
  • Sequent Planning sold 1,280 Amazon shares in Q2 2026, an estimated $321K.
  • Amazon made up 1.27% of Sequent Planning's portfolio in Q2 2026, its #15 holding.
  • Sequent Planning first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's Amazon position peaked at $6.27M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.