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Beacon Financial Advisory’s Amazon AMZN Stock Holding History

Beacon Financial Advisory’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
Q1 		$5.46M Buy
26,210
+2,995
+13% +$659K 1.23% 10
2025
Q4 		$5.36M Buy
23,215
+47
+0.2% +$10.8K 1.24% 13
2025
Q3 		$5.09M Buy
23,168
+679
+3% +$154K 1.18% 13
2025
Q2 		$4.93M Buy
22,489
+1,012
+5% +$200K 1.28% 12
2025
Q1 		$4.09M Buy
21,477
+2,521
+13% +$547K 1.24% 11
2024
Q4 		$4.16M Buy
18,956
+386
+2% +$79K 1.35% 12
2024
Q3 		$3.46M Buy
18,570
+200
+1% +$36.5K 1.18% 15
2024
Q2 		$3.55M Buy
18,370
+4,650
+34% +$854K 1.33% 13
2024
Q1 		$2.47M Hold
13,720
– – 1.2% 13
2023
Q4 		$2.08M Buy
13,720
+532
+4% +$74.6K 1.01% 17
2023
Q3 		$1.68M Buy
13,188
+3,081
+30% +$413K 0.93% 23
2023
Q2 		$1.32M Buy
10,107
+235
+2% +$26.8K 0.76% 31
2023
Q1 		$1.02M Buy
9,872
+790
+9% +$76.3K 0.65% 44
2022
Q4 		$763K Buy
9,082
+541
+6% +$53.4K 0.55% 57
2022
Q3 		$965K Sell
8,541
-632
-7% -$79.9K 0.69% 42
2022
Q2 		$974K Sell
9,173
-227
-2% -$28.4K 0.55% 51
2022
Q1 		$1.53M Buy
9,400
+700
+8% +$108K 0.73% 39
2021
Q4 		$1.45M Buy
8,700
+900
+12% +$154K 0.67% 37
2021
Q3 		$1.28M Buy
7,800
+60
+0.8% +$10.3K 0.67% 40
2021
Q2 		$1.33M Buy
7,740
+20
+0.3% +$3.32K 0.72% 31
2021
Q1 		$1.19M Buy
7,720
+700
+10% +$111K 0.68% 35
2020
Q4 		$1.14M Hold
7,020
– – 0.74% 36
2020
Q3 		$1.1M Buy
7,020
+100
+1% +$15.8K 0.96% 29
2020
Q2 		$954K Buy
6,920
+540
+8% +$65.2K 1.04% 29
2020
Q1 		$621K Sell
6,380
-2,020
-24% -$196K 0.79% 36
2019
Q4 		$776K Buy
+8,400
New +$743K 0.66% 44

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beacon Financial Advisory's AMZN Position: Q1 2026 in Review

Beacon Financial Advisory increased its Amazon (AMZN) stake by 13% in Q1 2026, buying an estimated $659K and bringing the position to 26,210 shares worth $5.46M. The position accounts for 1.23% of the portfolio, ranked #10.

Beacon Financial Advisory first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Beacon Financial Advisory held 26,210 shares of Amazon worth $5.46M as of Q1 2026.
  • Beacon Financial Advisory bought 2,995 Amazon shares in Q1 2026, an estimated $659K.
  • Amazon made up 1.23% of Beacon Financial Advisory's portfolio in Q1 2026, its #10 holding.
  • Beacon Financial Advisory first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.