Beacon Financial Advisory
AMZN icon

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
Q3 		$7.05M Buy
28,309
+1,104
+4% +$280K 1.33% 13
2026
Q2 		$6.48M Buy
27,205
+995
+4% +$250K 1.28% 11
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% +$10.4K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Beacon Financial Advisory's AMZN Position: Q3 2026 in Review

Beacon Financial Advisory increased its Amazon (AMZN) stake by 4.1% in Q3 2026, buying an estimated $280K and bringing the position to 28,309 shares worth $7.05M. The position accounts for 1.33% of the portfolio, ranked #13.

Beacon Financial Advisory first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. 3,949 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Beacon Financial Advisory held 28,309 shares of Amazon worth $7.05M as of Q3 2026.
  • Beacon Financial Advisory bought 1,104 Amazon shares in Q3 2026, an estimated $280K.
  • Amazon made up 1.33% of Beacon Financial Advisory's portfolio in Q3 2026, its #13 holding.
  • Beacon Financial Advisory first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
  • 3,949 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.