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Beacon Financial Strategies’s Amazon AMZN Stock Holding History

Beacon Financial Strategies’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 		$1.61M Buy
6,770
+110
+2% +$27.6K 0.8% 11
2026
Q1 		$1.39M Hold
6,660
– – 0.79% 11
2025
Q4 		$1.54M Sell
6,660
-20
-0.3% -$4.58K 0.86% 11
2025
Q3 		$1.47M Sell
6,680
-462
-6% -$105K 0.87% 11
2025
Q2 		$1.57M Hold
7,142
– – 0.98% 10
2025
Q1 		$1.36M Hold
7,142
– – 0.92% 10
2024
Q4 		$1.57M Hold
7,142
– – 1.05% 10
2024
Q3 		$1.33M Hold
7,142
– – 0.91% 11
2024
Q2 		$1.38M Sell
7,142
-160
-2% -$29.4K 0.99% 10
2024
Q1 		$1.32M Sell
7,302
-200
-3% -$33.4K 0.95% 10
2023
Q4 		$1.14M Sell
7,502
-33
-0.4% -$4.63K 0.89% 11
2023
Q3 		$958K Sell
7,535
-400
-5% -$53.6K 0.83% 11
2023
Q2 		$1.03M Buy
7,935
+200
+3% +$22.8K 0.85% 13
2023
Q1 		$799K Hold
7,735
– – 0.69% 13
2022
Q4 		$650K Hold
7,735
– – 0.59% 13
2022
Q3 		$874K Hold
7,735
– – 0.83% 13
2022
Q2 		$822K Sell
7,735
-5
-0.1% -$626 0.77% 13
2022
Q1 		$1.26M Hold
7,740
– – 1.08% 11
2021
Q4 		$1.29M Hold
7,740
– – 1.1% 11
2021
Q3 		$1.27M Hold
7,740
– – 1.16% 11
2021
Q2 		$1.33M Buy
+7,740
New +$1.29M 1.14% 11

Other funds holding AMZN

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Beacon Financial Strategies increased its Amazon (AMZN) stake by 1.7% in Q2 2026, buying an estimated $27.6K and bringing the position to 6,770 shares worth $1.61M. The position accounts for 0.8% of the portfolio, ranked #11.

Beacon Financial Strategies first reported a position in AMZN in Q2 2021 and has held it in 21 quarters since. 989 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beacon Financial Strategies held 6,770 shares of Amazon worth $1.61M as of Q2 2026.
  • Beacon Financial Strategies bought 110 Amazon shares in Q2 2026, an estimated $27.6K.
  • Amazon made up 0.8% of Beacon Financial Strategies's portfolio in Q2 2026, its #11 holding.
  • Beacon Financial Strategies first reported a position in Amazon in Q2 2021 and has held it in 21 quarters since.
  • 989 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.