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Beacon Bridge Wealth Partners’s Amazon AMZN Stock Holding History

Beacon Bridge Wealth Partners’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 		$627K Buy
2,631
+118
+5% +$29.6K 0.18% 71
2026
Q1 		$523K Buy
2,513
+26
+1% +$5.72K 0.18% 74
2025
Q4 		$574K Buy
2,487
+93
+4% +$21.3K 0.19% 72
2025
Q3 		$526K Buy
2,394
+232
+11% +$52.5K 0.19% 66
2025
Q2 		$474K Sell
2,162
-2,058
-49% -$407K 0.19% 62
2025
Q1 		$803K Buy
4,220
+125
+3% +$27.1K 0.34% 49
2024
Q4 		$898K Sell
4,095
-300
-7% -$61.4K 0.38% 50
2024
Q3 		$819K Buy
4,395
+380
+9% +$69.3K 0.35% 50
2024
Q2 		$776K Buy
4,015
+103
+3% +$18.9K 0.36% 51
2024
Q1 		$706K Buy
3,912
+35
+0.9% +$5.84K 0.33% 51
2023
Q4 		$589K Buy
3,877
+203
+6% +$28.5K 0.29% 51
2023
Q3 		$467K Buy
3,674
+83
+2% +$11.1K 0.25% 51
2023
Q2 		$468K Hold
3,591
– – 0.24% 43
2023
Q1 		$371K Buy
3,591
+1,176
+49% +$114K 0.22% 48
2022
Q4 		$203K Buy
+2,415
New +$239K 0.15% 89

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Beacon Bridge Wealth Partners's AMZN Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Amazon (AMZN) stake by 4.7% in Q2 2026, buying an estimated $29.6K and bringing the position to 2,631 shares worth $627K. The position accounts for 0.18% of the portfolio, ranked #71.

Beacon Bridge Wealth Partners first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $898K in Q4 2024. 3,705 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beacon Bridge Wealth Partners held 2,631 shares of Amazon worth $627K as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 118 Amazon shares in Q2 2026, an estimated $29.6K.
  • Amazon made up 0.18% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Beacon Bridge Wealth Partners first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Beacon Bridge Wealth Partners's Amazon position peaked at $898K in Q4 2024.
  • 3,705 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.