Beacon Harbor Wealth Advisors’s Amazon AMZN Stock Holding History

Beacon Harbor Wealth Advisors’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	$479K	Sell	2,300 -60	-3%	-$13.2K	0.1%	54
2025 Q4	$545K	Hold	2,360	–	–	0.12%	57
2025 Q3	$518K	Sell	2,360 -200	-8%	-$45.3K	0.12%	57
2025 Q2	$562K	Buy	2,560 +40	+2%	+$7.92K	0.14%	56
2025 Q1	$479K	Sell	2,520 -30,868	-92%	-$6.7M	0.11%	56
2024 Q4	$7.32M	Buy	33,388 +30,906	+1,245%	+$6.32M	1.71%	21
2024 Q3	$462K	Buy	2,482 +182	+8%	+$33.2K	0.11%	56
2024 Q2	$444K	Hold	2,300	–	–	0.12%	55
2024 Q1	$415K	Hold	2,300	–	–	0.11%	56
2023 Q4	$349K	Hold	2,300	–	–	0.1%	65
2023 Q3	$292K	Buy	2,300 +100	+5%	+$13.4K	0.1%	61
2023 Q2	$287K	Hold	2,200	–	–	0.09%	55
2023 Q1	$227K	Buy	+2,200	New	+$213K	0.08%	64
2022 Q2	$352K	Buy	3,310 +950	+40%	+$119K	0.12%	65
2022 Q1	$385K	Buy	2,360 +200	+9%	+$30.9K	0.13%	59
2021 Q4	$360K	Buy	2,160 +660	+44%	+$113K	0.12%	64
2021 Q3	$246K	Hold	1,500	–	–	0.09%	65
2021 Q2	$258K	Hold	1,500	–	–	0.09%	63
2021 Q1	$232K	Hold	1,500	–	–	0.09%	62
2020 Q4	$244K	Buy	+1,500	New	+$239K	0.1%	64

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beacon Harbor Wealth Advisors's AMZN Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors reduced its Amazon (AMZN) stake by 2.5% in Q1 2026, selling an estimated $13.2K and leaving 2,300 shares worth $479K. The position accounts for 0.1% of the portfolio, ranked #54.

Beacon Harbor Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.32M in Q4 2024. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Beacon Harbor Wealth Advisors held 2,300 shares of Amazon worth $479K as of Q1 2026.
Beacon Harbor Wealth Advisors sold 60 Amazon shares in Q1 2026, an estimated $13.2K.
Amazon made up 0.1% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Beacon Harbor Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 20 quarters since.
Beacon Harbor Wealth Advisors's Amazon position peaked at $7.32M in Q4 2024.
5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.