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BCS Wealth Management’s Amazon AMZN Stock Holding History

BCS Wealth Management’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 		$2.69M Buy
11,302
+708
+7% +$178K 0.49% 47
2026
Q1 		$2.21M Sell
10,594
-10,312
-49% -$2.27M 0.45% 51
2025
Q4 		$4.83M Buy
20,906
+9,784
+88% +$2.24M 0.49% 48
2025
Q3 		$2.44M Sell
11,122
-3,612
-25% -$818K 0.55% 47
2025
Q2 		$3.23M Sell
14,734
-103
-0.7% -$20.4K 0.7% 38
2025
Q1 		$2.82M Sell
14,837
-103
-0.7% -$22.4K 0.73% 36
2024
Q4 		$3.28M Buy
14,940
+5,307
+55% +$1.09M 0.82% 34
2024
Q3 		$1.79M Sell
9,633
-961
-9% -$175K 0.76% 37
2024
Q2 		$2.05M Buy
10,594
+162
+2% +$29.8K 1% 28
2024
Q1 		$1.88M Sell
10,432
-101
-1% -$16.9K 0.6% 44
2023
Q4 		$1.6M Buy
10,533
+28
+0.3% +$3.92K 0.59% 46
2023
Q3 		$1.33M Buy
+10,505
New +$1.41M 0.56% 50
2023
Q2 		– Sell
-3,043
Closed -$314K – 116
2023
Q1 		$314K Sell
3,043
-7,160
-70% -$692K 0.14% 118
2022
Q4 		$857K Hold
10,203
– – 0.36% 74
2022
Q3 		$1.15M Sell
10,203
-1,011
-9% -$128K 0.54% 51
2022
Q2 		$1.19M Buy
11,214
+2,554
+29% +$320K 0.53% 49
2022
Q1 		$1.41M Sell
8,660
-420
-5% -$64.9K 0.58% 41
2021
Q4 		$1.51M Buy
9,080
+1,100
+14% +$188K 0.54% 44
2021
Q3 		$1.31M Buy
7,980
+120
+2% +$20.7K 0.56% 42
2021
Q2 		$1.35M Buy
7,860
+320
+4% +$53.2K 0.72% 33
2021
Q1 		$1.17M Buy
7,540
+540
+8% +$85.6K 0.55% 41
2020
Q4 		$1.14M Buy
7,000
+40
+0.6% +$6.38K 0.59% 36
2020
Q3 		$1.1M Sell
6,960
-460
-6% -$72.5K 0.62% 33
2020
Q2 		$1.02M Buy
7,420
+40
+0.5% +$4.83K 0.61% 33
2020
Q1 		$719K Buy
7,380
+1,060
+17% +$103K 0.5% 44
2019
Q4 		$584K Buy
+6,320
New +$559K 0.39% 53

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

BCS Wealth Management's AMZN Position: Q2 2026 in Review

BCS Wealth Management increased its Amazon (AMZN) stake by 6.7% in Q2 2026, buying an estimated $178K and bringing the position to 11,302 shares worth $2.69M. The position accounts for 0.49% of the portfolio, ranked #47.

BCS Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.83M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • BCS Wealth Management held 11,302 shares of Amazon worth $2.69M as of Q2 2026.
  • BCS Wealth Management bought 708 Amazon shares in Q2 2026, an estimated $178K.
  • Amazon made up 0.49% of BCS Wealth Management's portfolio in Q2 2026, its #47 holding.
  • BCS Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • BCS Wealth Management's Amazon position peaked at $4.83M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.