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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beacon Investment Advisors's AMZN Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Amazon (AMZN) stake by 1.7% in Q1 2026, selling an estimated $9.03K and leaving 2,390 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #107.

Beacon Investment Advisors first reported a position in AMZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $561K in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Beacon Investment Advisors held 2,390 shares of Amazon worth $498K as of Q1 2026.
  • Beacon Investment Advisors sold 41 Amazon shares in Q1 2026, an estimated $9.03K.
  • Amazon made up 0.19% of Beacon Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Beacon Investment Advisors first reported a position in Amazon in Q2 2023 and has held it in 12 quarters since.
  • Beacon Investment Advisors's Amazon position peaked at $561K in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.