Beacon Pointe Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$211M Sell
885,351
-134,956
-13% -$33.9M 0.98% 17
2026
Q1
$212M Buy
1,020,307
+370,145
+57% +$81.5M 1.12% 12
2025
Q4
$150M Buy
650,162
+87,318
+16% +$20M 1.05% 15
2025
Q3
$124M Sell
562,844
-7,733
-1% -$1.75M 1.05% 16
2025
Q2
$125M Buy
570,577
+21,883
+4% +$4.33M 1.31% 12
2025
Q1
$104M Sell
548,694
-6,935
-1% -$1.5M 1.17% 12
2024
Q4
$122M Sell
555,629
-19,428
-3% -$3.97M 1.35% 12
2024
Q3
$107M Sell
575,057
-18,445
-3% -$3.37M 1.24% 11
2024
Q2
$115M Sell
593,502
-27,635
-4% -$5.08M 1.36% 11
2024
Q1
$112M Buy
621,137
+7,700
+1% +$1.29M 1.25% 11
2023
Q4
$93.2M Buy
613,437
+47
+0% +$6.59K 1.11% 13
2023
Q3
$78M Buy
613,390
+140,719
+30% +$18.9M 0.97% 16
2023
Q2
$61.6M Sell
472,671
-26,132
-5% -$2.98M 1.01% 16
2023
Q1
$51.5M Sell
498,803
-2,387
-0.5% -$231K 0.88% 18
2022
Q4
$42.1M Sell
501,190
-38,710
-7% -$3.82M 0.82% 21
2022
Q3
$61.1M Buy
539,900
+1,016
+0.2% +$128K 1.37% 9
2022
Q2
$57.2M Sell
538,884
-140,456
-21% -$17.6M 1.21% 11
2022
Q1
$111M Buy
679,340
+352,860
+108% +$54.5M 1.52% 8
2021
Q4
$54.4M Sell
326,480
-86,220
-21% -$14.8M 1.42% 10
2021
Q3
$67.8M Buy
412,700
+196,800
+91% +$33.9M 1.67% 6
2021
Q2
$37.1M Buy
215,900
+101,200
+88% +$16.8M 1.32% 14
2021
Q1
$17.7M Sell
114,700
-8,100
-7% -$1.28M 1.09% 21
2020
Q4
$20M Buy
122,800
+25,720
+26% +$4.1M 1.37% 13
2020
Q3
$15.3M Buy
97,080
+17,120
+21% +$2.7M 1.48% 13
2020
Q2
$11M Buy
79,960
+23,020
+40% +$2.78M 1.11% 20
2020
Q1
$5.55M Buy
56,940
+17,920
+46% +$1.73M 0.88% 29
2019
Q4
$3.6M Buy
39,020
+8,440
+28% +$747K 1.12% 22
2019
Q3
$2.65M Sell
30,580
-11,100
-27% -$1.03M 1.15% 22
2019
Q2
$3.94M Buy
41,680
+12,180
+41% +$1.13M 1.44% 14
2019
Q1
$2.62M Sell
29,500
-3,840
-12% -$320K 0.98% 29
2018
Q4
$2.5M Buy
+33,340
New +$2.77M 1.52% 14

Other funds holding AMZN

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

Beacon Pointe Advisors reduced its Amazon (AMZN) stake by 13% in Q2 2026, selling an estimated $33.9M and leaving 885,351 shares worth $211M. The position accounts for 0.98% of the portfolio, ranked #17.

Beacon Pointe Advisors first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $212M in Q1 2026. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beacon Pointe Advisors held 885,351 shares of Amazon worth $211M as of Q2 2026.
  • Beacon Pointe Advisors sold 134,956 Amazon shares in Q2 2026, an estimated $33.9M.
  • Amazon made up 0.98% of Beacon Pointe Advisors's portfolio in Q2 2026, its #17 holding.
  • Beacon Pointe Advisors first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's Amazon position peaked at $212M in Q1 2026.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.