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Beacon Investment Advisors’s Amazon AMZN Stock Holding History

Beacon Investment 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
Q2 		$570K Hold
2,390
– – 0.18% 110
2026
Q1 		$498K Sell
2,390
-41
-2% -$9.03K 0.19% 107
2025
Q4 		$561K Sell
2,431
-106
-4% -$24.3K 0.23% 96
2025
Q3 		$557K Buy
2,537
+78
+3% +$17.7K 0.23% 93
2025
Q2 		$549K Hold
2,459
– – 0.24% 94
2025
Q1 		$468K Buy
2,459
+89
+4% +$19.3K 0.22% 104
2024
Q4 		$520K Buy
2,370
+180
+8% +$36.8K 0.24% 97
2024
Q3 		$408K Hold
2,190
– – 0.19% 116
2024
Q2 		$423K Hold
2,190
– – 0.22% 106
2024
Q1 		$395K Buy
2,190
+114
+5% +$19K 0.23% 97
2023
Q4 		$315K Buy
2,076
+160
+8% +$22.4K 0.2% 103
2023
Q3 		$244K Hold
1,916
– – 0.17% 108
2023
Q2 		$250K Buy
+1,916
New +$219K 0.17% 108

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beacon Investment Advisors's AMZN Position: Q2 2026 in Review

Beacon Investment Advisors held its Amazon (AMZN) position steady in Q2 2026 at 2,390 shares worth $570K. The position accounts for 0.18% of the portfolio, ranked #110.

Beacon Investment Advisors first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beacon Investment Advisors held 2,390 shares of Amazon worth $570K as of Q2 2026.
  • Beacon Investment Advisors left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.18% of Beacon Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Beacon Investment Advisors first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.