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Bard Financial Services’s Amazon AMZN Stock Holding History

Bard Financial Services’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
2025
Q3 		$11.3M Sell
51,615
-475
-0.9% -$108K 1.24% 17
2025
Q2 		$11.4M Sell
52,090
-325
-0.6% -$64.3K 1.36% 16
2025
Q1 		$9.97M Sell
52,415
-3,275
-6% -$711K 1.22% 19
2024
Q4 		$12.2M Buy
55,690
+475
+0.9% +$97.2K 1.47% 12
2024
Q3 		$10.3M Sell
55,215
-3,180
-5% -$580K 1.21% 19
2024
Q2 		$11.3M Sell
58,395
-1,025
-2% -$188K 1.17% 26
2024
Q1 		$10.7M Sell
59,420
-1,575
-3% -$263K 1.14% 26
2023
Q4 		$9.27M Sell
60,995
-1,300
-2% -$182K 1.04% 28
2023
Q3 		$7.92M Buy
62,295
+750
+1% +$100K 0.98% 28
2023
Q2 		$8.02M Sell
61,545
-5,675
-8% -$648K 0.61% 42
2023
Q1 		$6.94M Buy
67,220
+3,620
+6% +$350K 0.56% 50
2022
Q4 		$5.34M Buy
63,600
+1,175
+2% +$116K 0.45% 55
2022
Q3 		$7.05M Buy
62,425
+2,250
+4% +$284K 0.66% 37
2022
Q2 		$6.39M Buy
60,175
+7,775
+15% +$973K 0.58% 46
2022
Q1 		$8.54M Buy
52,400
+3,300
+7% +$510K 0.7% 36
2021
Q4 		$8.19M Buy
49,100
+3,000
+7% +$513K 0.66% 41
2021
Q3 		$7.57M Buy
46,100
+1,100
+2% +$190K 0.67% 43
2021
Q2 		$7.74M Buy
45,000
+1,300
+3% +$216K 0.69% 40
2021
Q1 		$6.76M Buy
43,700
+900
+2% +$143K 0.66% 44
2020
Q4 		$6.97M Buy
+42,800
New +$6.83M 0.7% 39

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bard Financial Services's AMZN Position: Q3 2025 in Review

Bard Financial Services reduced its Amazon (AMZN) stake by 0.91% in Q3 2025, selling an estimated $108K and leaving 51,615 shares worth $11.3M. The position accounts for 1.24% of the portfolio, ranked #17.

Bard Financial Services first reported a position in AMZN in Q4 2020 and has held it in 20 quarters since. The position peaked at $12.2M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Bard Financial Services held 51,615 shares of Amazon worth $11.3M as of Q3 2025.
  • Bard Financial Services sold 475 Amazon shares in Q3 2025, an estimated $108K.
  • Amazon made up 1.24% of Bard Financial Services's portfolio in Q3 2025, its #17 holding.
  • Bard Financial Services first reported a position in Amazon in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Amazon position peaked at $12.2M in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.