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Barry Investment Advisors’s Amazon AMZN Stock Holding History

Barry 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 		$319K Sell
1,340
-206
-13% -$51.7K 0.07% 71
2026
Q1 		$322K Hold
1,546
– – 0.07% 69
2025
Q4 		$357K Sell
1,546
-135
-8% -$30.9K 0.08% 69
2025
Q3 		$369K Sell
1,681
-17
-1% -$3.85K 0.08% 79
2025
Q2 		$373K Sell
1,698
-104
-6% -$20.6K 0.09% 76
2025
Q1 		$343K Sell
1,802
-18
-1% -$3.91K 0.09% 79
2024
Q4 		$399K Sell
1,820
-9
-0.5% -$1.84K 0.13% 78
2024
Q3 		$341K Sell
1,829
-1,203
-40% -$219K 0.1% 82
2024
Q2 		$586K Buy
3,032
+7
+0.2% +$1.29K 0.2% 66
2024
Q1 		$546K Buy
3,025
+25
+0.8% +$4.17K 0.18% 67
2023
Q4 		$456K Buy
3,000
+3
+0.1% +$421 0.15% 66
2023
Q3 		$381K Buy
2,997
+3
+0.1% +$402 0.14% 74
2023
Q2 		$390K Buy
2,994
+3
+0.1% +$343 0.13% 83
2023
Q1 		$309K Sell
2,991
-16
-0.5% -$1.55K 0.1% 91
2022
Q4 		$253K Sell
3,007
-6
-0.2% -$593 0.08% 98
2022
Q3 		$340K Sell
3,013
-7
-0.2% -$885 0.12% 83
2022
Q2 		$321K Sell
3,020
-60
-2% -$7.51K 0.1% 95
2022
Q1 		$502K Buy
3,080
+140
+5% +$21.6K 0.13% 83
2021
Q4 		$490K Buy
2,940
+100
+4% +$17.1K 0.13% 82
2021
Q3 		$466K Buy
2,840
+600
+27% +$103K 0.13% 75
2021
Q2 		$385K Buy
2,240
+120
+6% +$19.9K 0.1% 81
2021
Q1 		$328K Buy
2,120
+20
+1% +$3.17K 0.09% 87
2020
Q4 		$342K Hold
2,100
– – 0.1% 83
2020
Q3 		$331K Sell
2,100
-20
-0.9% -$3.15K 0.11% 61
2020
Q2 		$292K Hold
2,120
– – 0.1% 59
2020
Q1 		$207K Buy
+2,120
New +$205K 0.1% 61
2018
Q4 		– Sell
-2,140
Closed -$214K – 74
2018
Q3 		$214K Buy
+2,140
New +$201K 0.07% 69

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

Barry Investment Advisors's AMZN Position: Q2 2026 in Review

Barry Investment Advisors reduced its Amazon (AMZN) stake by 13% in Q2 2026, selling an estimated $51.7K and leaving 1,340 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #71.

Barry Investment Advisors first reported a position in AMZN in Q3 2018 and has held it in 27 quarters since. The position peaked at $586K in Q2 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Barry Investment Advisors held 1,340 shares of Amazon worth $319K as of Q2 2026.
  • Barry Investment Advisors sold 206 Amazon shares in Q2 2026, an estimated $51.7K.
  • Amazon made up 0.07% of Barry Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Barry Investment Advisors first reported a position in Amazon in Q3 2018 and has held it in 27 quarters since.
  • Barry Investment Advisors's Amazon position peaked at $586K in Q2 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.