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Baer Investment Advisory’s Amazon AMZN Stock Holding History

Baer Investment Advisory’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 		$549K Sell
96
-10
-9% -$2.51K 0.46% 38
2026
Q1 		$566K Buy
106
+4
+4% +$881 0.57% 34
2025
Q4 		$634K Buy
102
+7
+7% +$1.6K 0.6% 32
2025
Q3 		$595K Buy
+95
New +$21.5K 0.51% 36
2025
Q2 		– Hold
0
– – – 32

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 $3.38T AUM 44.17% 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

Baer Investment Advisory's AMZN Position: Q2 2026 in Review

Baer Investment Advisory reduced its Amazon (AMZN) stake by 1.6% in Q2 2026, selling an estimated $102K and leaving 25,604 shares worth $6.19M. The position accounts for 5.18% of the portfolio, ranked #4.

Baer Investment Advisory first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.57M in Q4 2024. 6,161 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Baer Investment Advisory held 25,604 shares of Amazon worth $6.19M as of Q2 2026.
  • Baer Investment Advisory sold 408 Amazon shares in Q2 2026, an estimated $102K.
  • Amazon made up 5.18% of Baer Investment Advisory's portfolio in Q2 2026, its #4 holding.
  • Baer Investment Advisory first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Baer Investment Advisory's Amazon position peaked at $6.57M in Q4 2024.
  • 6,161 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.