BRIA
AMZN icon

Balanced Rock Investment Advisors’s Amazon AMZN Stock Holding History

Balanced Rock Investment Advisors’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 		$293K Buy
1,229
+175
+17% +$43.9K 0.18% 87
2026
Q1 		$220K Buy
+1,054
New +$232K 0.15% 93

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

Balanced Rock Investment Advisors's AMZN Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Amazon (AMZN) stake by 17% in Q2 2026, buying an estimated $43.9K and bringing the position to 1,229 shares worth $293K. The position accounts for 0.18% of the portfolio, ranked #87.

Balanced Rock Investment Advisors first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Balanced Rock Investment Advisors held 1,229 shares of Amazon worth $293K as of Q2 2026.
  • Balanced Rock Investment Advisors bought 175 Amazon shares in Q2 2026, an estimated $43.9K.
  • Amazon made up 0.18% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Balanced Rock Investment Advisors first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.