BCU Wealth Advisors’s Amazon AMZN Stock Holding History

BCU Wealth 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	$308K	Buy	1,293 +76	+6%	+$19.1K	0.1%	57
2026 Q1	$253K	Hold	1,217	–	–	0.09%	55
2025 Q4	$281K	Hold	1,217	–	–	0.11%	52
2025 Q3	$267K	Hold	1,217	–	–	0.11%	53
2025 Q2	$267K	Hold	1,217	–	–	0.12%	49
2025 Q1	$232K	Hold	1,217	–	–	0.12%	45
2024 Q4	$267K	Hold	1,217	–	–	0.15%	46
2024 Q3	$227K	Hold	1,217	–	–	0.14%	46
2024 Q2	$235K	Hold	1,217	–	–	0.17%	43
2024 Q1	$220K	Buy	+1,217	New	+$203K	0.19%	45

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BCU Wealth Advisors's AMZN Position: Q2 2026 in Review

BCU Wealth Advisors increased its Amazon (AMZN) stake by 6.2% in Q2 2026, buying an estimated $19.1K and bringing the position to 1,293 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #57.

BCU Wealth Advisors first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

BCU Wealth Advisors held 1,293 shares of Amazon worth $308K as of Q2 2026.
BCU Wealth Advisors bought 76 Amazon shares in Q2 2026, an estimated $19.1K.
Amazon made up 0.1% of BCU Wealth Advisors's portfolio in Q2 2026, its #57 holding.
BCU Wealth Advisors first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.