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Valley Brook Capital Group’s Amazon AMZN Stock Holding History

Valley Brook Capital 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 		$4.32M Buy
18,133
+532
+3% +$134K 2.45% 9
2026
Q1 		$3.67M Buy
17,601
+535
+3% +$118K 2.46% 10
2025
Q4 		$3.94M Buy
17,066
+413
+2% +$94.5K 2.61% 9
2025
Q3 		$3.66M Buy
16,653
+1,337
+9% +$303K 2.46% 8
2025
Q2 		$3.36M Buy
15,316
+555
+4% +$110K 2.52% 8
2025
Q1 		$2.81M Buy
14,761
+742
+5% +$161K 2.2% 10
2024
Q4 		$3.08M Buy
14,019
+590
+4% +$121K 2.3% 10
2024
Q3 		$2.5M Buy
13,429
+695
+5% +$127K 1.8% 13
2024
Q2 		$2.46M Buy
12,734
+1,487
+13% +$273K 1.92% 12
2024
Q1 		$2.03M Buy
11,247
+1,328
+13% +$222K 1.62% 14
2023
Q4 		$1.51M Buy
9,919
+1,009
+11% +$141K 1.31% 21
2023
Q3 		$1.13M Buy
8,910
+685
+8% +$91.8K 1.12% 30
2023
Q2 		$1.07M Sell
8,225
-440
-5% -$50.2K 0.99% 33
2023
Q1 		$895K Buy
8,665
+255
+3% +$24.6K 0.83% 36
2022
Q4 		$706K Sell
8,410
-75
-0.9% -$7.41K 0.68% 45
2022
Q3 		$958K Buy
8,485
+410
+5% +$51.8K 1.05% 33
2022
Q2 		$857K Buy
8,075
+495
+7% +$61.9K 0.88% 34
2022
Q1 		$1.24M Buy
7,580
+1,060
+16% +$164K 1.07% 27
2021
Q4 		$1.09M Buy
6,520
+600
+10% +$103K 0.94% 28
2021
Q3 		$972K Sell
5,920
-160
-3% -$27.6K 0.96% 29
2021
Q2 		$1.04M Buy
6,080
+560
+10% +$93.1K 1% 30
2021
Q1 		$853K Buy
5,520
+400
+8% +$63.4K 0.77% 34
2020
Q4 		$833K Buy
+5,120
New +$817K 0.82% 31

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Valley Brook Capital Group's AMZN Position: Q2 2026 in Review

Valley Brook Capital Group increased its Amazon (AMZN) stake by 3% in Q2 2026, buying an estimated $134K and bringing the position to 18,133 shares worth $4.32M. The position accounts for 2.45% of the portfolio, ranked #9.

Valley Brook Capital Group first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Valley Brook Capital Group held 18,133 shares of Amazon worth $4.32M as of Q2 2026.
  • Valley Brook Capital Group bought 532 Amazon shares in Q2 2026, an estimated $134K.
  • Amazon made up 2.45% of Valley Brook Capital Group's portfolio in Q2 2026, its #9 holding.
  • Valley Brook Capital Group first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.