BFG
AMZN icon

Beacon Financial Group’s Amazon AMZN Stock Holding History

Beacon Financial Group’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 		$7.18M Buy
30,133
+1,495
+5% +$375K 0.65% 42
2026
Q1 		$5.96M Sell
28,638
-3,063
-10% -$674K 0.59% 44
2025
Q4 		$7.32M Sell
31,701
-2,060
-6% -$471K 0.73% 34
2025
Q3 		$7.41M Buy
33,761
+1,305
+4% +$295K 0.73% 35
2025
Q2 		$7.12M Buy
32,456
+1,691
+5% +$335K 0.74% 33
2025
Q1 		$5.85M Buy
30,765
+6,946
+29% +$1.51M 0.64% 38
2024
Q4 		$5.23M Sell
23,819
-505
-2% -$103K 0.56% 47
2024
Q3 		$4.53M Buy
24,324
+1,636
+7% +$299K 0.49% 60
2024
Q2 		$4.38M Buy
22,688
+1,165
+5% +$214K 0.5% 52
2024
Q1 		$3.88M Sell
21,523
-338
-2% -$56.4K 0.45% 59
2023
Q4 		$3.32M Buy
21,861
+1,521
+7% +$213K 0.41% 66
2023
Q3 		$2.81M Buy
20,340
+34
+0.2% +$4.56K 0.4% 73
2023
Q2 		$2.6M Sell
20,306
-254
-1% -$29K 0.35% 79
2023
Q1 		$2.1M Sell
20,560
-371
-2% -$35.8K 0.29% 91
2022
Q4 		$1.78M Sell
20,931
-5,508
-21% -$544K 0.24% 102
2022
Q3 		$3.02M Buy
26,439
+65
+0.2% +$8.22K 0.47% 63
2022
Q2 		$3.01M Buy
26,374
+854
+3% +$107K 0.45% 69
2022
Q1 		$4.21M Sell
25,520
-400
-2% -$61.8K 0.56% 60
2021
Q4 		$4.42M Sell
25,920
-3,000
-10% -$513K 0.57% 54
2021
Q3 		$4.77M Buy
28,920
+600
+2% +$103K 0.64% 50
2021
Q2 		$5.06M Buy
28,320
+1,200
+4% +$199K 0.72% 46
2021
Q1 		$4.27M Hold
27,120
– – 0.67% 47
2020
Q4 		$4.27M Buy
27,120
+4,780
+21% +$763K 0.67% 47
2020
Q3 		$3.52M Sell
22,340
-20
-0.1% -$3.15K 0.63% 52
2020
Q2 		$3M Sell
22,360
-420
-2% -$50.7K 0.58% 58
2020
Q1 		$2.24M Buy
22,780
+280
+1% +$27.1K 0.49% 60
2019
Q4 		$2.08M Buy
22,500
+1,140
+5% +$101K 0.26% 83
2019
Q3 		$1.84M Buy
21,360
+140
+0.7% +$13K 0.31% 86
2019
Q2 		$2.01M Sell
21,220
-1,740
-8% -$162K 0.34% 80
2019
Q1 		$2.04K Buy
22,960
+4,060
+21% +$338K 0.33% 78
2018
Q4 		$1.4M Buy
18,900
+9,100
+93% +$757K 0.26% 87
2018
Q3 		$981K Buy
9,800
+560
+6% +$52.7K 0.17% 102
2018
Q2 		$785K Buy
9,240
+40
+0.4% +$3.17K 0.13% 115
2018
Q1 		$666K Sell
9,200
-1,800
-16% -$129K 0.11% 127
2017
Q4 		$643K Sell
11,000
-620
-5% -$34.1K 0.11% 122
2017
Q3 		$559K Buy
11,620
+560
+5% +$27.5K 0.1% 124
2017
Q2 		$540K Sell
11,060
-700
-6% -$33.4K 0.1% 125
2017
Q1 		$515K Buy
11,760
+380
+3% +$15.8K 0.1% 121
2016
Q4 		$426K Sell
11,380
-20
-0.2% -$784 0.09% 134
2016
Q3 		$473K Buy
11,400
+3,040
+36% +$116K 0.1% 136
2016
Q2 		$299K Buy
8,360
+180
+2% +$6.09K 0.07% 152
2016
Q1 		$244K Buy
8,180
+1,000
+14% +$28.4K 0.05% 164
2015
Q4 		$247K Buy
+7,180
New +$226K 0.06% 155

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Beacon Financial Group's AMZN Position: Q2 2026 in Review

Beacon Financial Group increased its Amazon (AMZN) stake by 5.2% in Q2 2026, buying an estimated $375K and bringing the position to 30,133 shares worth $7.18M. The position accounts for 0.65% of the portfolio, ranked #42.

Beacon Financial Group first reported a position in AMZN in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.41M in Q3 2025. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beacon Financial Group held 30,133 shares of Amazon worth $7.18M as of Q2 2026.
  • Beacon Financial Group bought 1,495 Amazon shares in Q2 2026, an estimated $375K.
  • Amazon made up 0.65% of Beacon Financial Group's portfolio in Q2 2026, its #42 holding.
  • Beacon Financial Group first reported a position in Amazon in Q4 2015 and has held it in 43 quarters since.
  • Beacon Financial Group's Amazon position peaked at $7.41M in Q3 2025.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.