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Beacon Investment Advisory Services’s Amazon AMZN Stock Holding History

Beacon Investment Advisory Services’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 		$7.64M Sell
32,051
-1,897
-6% -$476K 0.28% 78
2026
Q1 		$7.07M Sell
33,948
-1,999
-6% -$440K 0.29% 84
2025
Q4 		$8.3M Sell
35,947
-4,732
-12% -$1.08M 0.34% 65
2025
Q3 		$8.93M Sell
40,679
-6,342
-13% -$1.44M 0.38% 64
2025
Q2 		$10.3M Sell
47,021
-10,477
-18% -$2.07M 0.46% 62
2025
Q1 		$10.9M Sell
57,498
-12,777
-18% -$2.77M 0.51% 58
2024
Q4 		$15.4M Sell
70,275
-3,186
-4% -$652K 0.67% 52
2024
Q3 		$13.7M Sell
73,461
-1,559
-2% -$284K 0.57% 54
2024
Q2 		$14.5M Sell
75,020
-2,572
-3% -$472K 0.62% 51
2024
Q1 		$14M Sell
77,592
-1,558
-2% -$260K 0.6% 52
2023
Q4 		$12M Sell
79,150
-15,194
-16% -$2.13M 0.55% 55
2023
Q3 		$12M Buy
94,344
+791
+0.8% +$106K 0.59% 50
2023
Q2 		$12.2M Buy
93,553
+17,420
+23% +$1.99M 0.56% 52
2023
Q1 		$7.86M Sell
76,133
-2,650
-3% -$256K 0.38% 64
2022
Q4 		$6.62M Sell
78,783
-9,383
-11% -$927K 0.34% 68
2022
Q3 		$9.96M Buy
88,166
+3,169
+4% +$401K 0.55% 54
2022
Q2 		$9.03M Sell
84,997
-563
-0.7% -$70.5K 0.47% 61
2022
Q1 		$13.9M Buy
85,560
+1,600
+2% +$247K 0.59% 54
2021
Q4 		$14M Buy
83,960
+5,720
+7% +$979K 0.54% 55
2021
Q3 		$12.9M Buy
78,240
+29,340
+60% +$5.06M 0.53% 54
2021
Q2 		$8.41M Buy
48,900
+4,960
+11% +$824K 0.34% 68
2021
Q1 		$6.8M Buy
43,940
+4,460
+11% +$707K 0.3% 77
2020
Q4 		$6.43M Buy
39,480
+20,600
+109% +$3.29M 0.3% 75
2020
Q3 		$2.97M Buy
18,880
+5,520
+41% +$870K 0.15% 104
2020
Q2 		$1.84M Buy
13,360
+7,120
+114% +$860K 0.11% 125
2020
Q1 		$608K Sell
6,240
-80
-1% -$7.74K 0.04% 154
2019
Q4 		$584K Buy
6,320
+140
+2% +$12.4K 0.03% 163
2019
Q3 		$536K Sell
6,180
-20
-0.3% -$1.85K 0.05% 151
2019
Q2 		$587K Sell
6,200
-60
-1% -$5.59K 0.06% 127
2019
Q1 		$557K Sell
6,260
-19,820
-76% -$1.65M 0.06% 133
2018
Q4 		$1.96M Buy
26,080
+4,000
+18% +$333K 0.22% 87
2018
Q3 		$2.21M Buy
22,080
+2,560
+13% +$241K 0.21% 90
2018
Q2 		$1.66M Buy
19,520
+11,400
+140% +$905K 0.17% 103
2018
Q1 		$588K Buy
8,120
+1,980
+32% +$142K 0.06% 145
2017
Q4 		$359K Sell
6,140
-3,260
-35% -$179K 0.04% 180
2017
Q3 		$452K Buy
+9,400
New +$462K 0.04% 188

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Beacon Investment Advisory Services's AMZN Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Amazon (AMZN) stake by 5.6% in Q2 2026, selling an estimated $476K and leaving 32,051 shares worth $7.64M. The position accounts for 0.28% of the portfolio, ranked #78.

Beacon Investment Advisory Services first reported a position in AMZN in Q3 2017 and has held it in 36 quarters since. The position peaked at $15.4M in Q4 2024. 2,213 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beacon Investment Advisory Services held 32,051 shares of Amazon worth $7.64M as of Q2 2026.
  • Beacon Investment Advisory Services sold 1,897 Amazon shares in Q2 2026, an estimated $476K.
  • Amazon made up 0.28% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #78 holding.
  • Beacon Investment Advisory Services first reported a position in Amazon in Q3 2017 and has held it in 36 quarters since.
  • Beacon Investment Advisory Services's Amazon position peaked at $15.4M in Q4 2024.
  • 2,213 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.