The Amazon.com Inc (AMZN) stake of Lewis Sanders' Sanders Capital is worth about $7.29B as of September 30, 2026, according to the 13F-HR filed with the SEC on November 2, 2026: 29.3M shares, 7.06% of the reported portfolio, the 5th largest of 46 stock positions. Lewis Sanders trimmed the share count by 0% in 2026 Q3.
What did the 2026 Q3 filing report for AMZN?
As of September 30, 2026, from the 13F-HR filed November 2, 2026.
| Value | |
|---|---|
| Portfolio weight | 7.06% |
| Shares | 29.3M |
| Reported value | $7.29B |
| Rank in portfolio | 5th of 46 |
| Largest holding | TSM at 10.81% |
| Top three holdings | 27.82% of the book |
| Change this quarter | -0% shares |
How big is the AMZN stake of Lewis Sanders?
AMZN at 7.06% is 3.2 times the average stock position in the Lewis Sanders portfolio, which is 2%. The largest holding is TSM at 10.81%. The three largest stocks together are 27.82% of the reported book. A quarter earlier AMZN was 7.01% of the book.
Where does AMZN sit in the Lewis Sanders portfolio?
AMZN ranks 5th of 46 stock positions in the Lewis Sanders portfolio at 7.06%, above the fund's average stock position of 2%. The AMZN cut was the 12th largest of the quarter's 48 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Lewis Sanders reported 46 stock positions, with 1 opened and 2 closed. The total portfolio value is about $103B, up 3% from the prior quarter.
How long has Lewis Sanders held AMZN?
Lewis Sanders first reported AMZN in the quarter ended June 30, 2024. The weight peaked at 7.4% in 2026 Q1. Last quarter the fund cut the position by 2%. Every reported trade is on the Lewis Sanders AMZN trade history page.
Did other funds buy or sell AMZN in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 2, 2026, 2 hold AMZN. Of those, one opened it this quarter. The largest buyers of AMZN this quarter were John Armitage and Paul Lountzis. Every tracked holder of AMZN is on the AMZN ownership page.
FAQ
What is the AMZN stake of Lewis Sanders worth?
Lewis Sanders holds 29.3M shares of AMZN, worth about $7.29B at September 30, 2026 prices, 7.06% of the reported portfolio.
What share of the Lewis Sanders portfolio is AMZN?
AMZN is 7.06% of the Lewis Sanders portfolio as of 2026 Q3, the 5th largest of 46 stock positions.
What are the largest holdings of Lewis Sanders?
The largest stock positions of Lewis Sanders as of 2026 Q3 are TSM (10.81%), GOOG (9.03%) and MSFT (7.98%), together 27.82% of the book.
Did Lewis Sanders' Sanders Capital change its AMZN position in 2026 Q3?
Lewis Sanders trimmed the share count by 0% in 2026 Q3.