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Sherry Group’s Amazon AMZN Stock Holding History

Sherry 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
Q3 		$1.01M Sell
4,070
-240
-6% -$61K 0.95% 30
2026
Q2 		$1.04M Sell
4,310
-10
-0.2% -$2.51K 1.01% 26
2026
Q1 		$900K Sell
4,320
-320
-7% -$70.5K 0.98% 27
2025
Q4 		$1.08M Buy
+4,640
New +$1.06M 1.13% 27

Other funds holding AMZN

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sherry Group's AMZN Position: Q3 2026 in Review

Sherry Group reduced its Amazon (AMZN) stake by 5.6% in Q3 2026, selling an estimated $61K and leaving 4,070 shares worth $1.01M. The position accounts for 0.95% of the portfolio, ranked #30.

Sherry Group first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 325 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Sherry Group held 4,070 shares of Amazon worth $1.01M as of Q3 2026.
  • Sherry Group sold 240 Amazon shares in Q3 2026, an estimated $61K.
  • Amazon made up 0.95% of Sherry Group's portfolio in Q3 2026, its #30 holding.
  • Sherry Group first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • Sherry Group's Amazon position peaked at $1.08M in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.