Beacon Pointe Advisors’s Amazon AMZN Stock Holding History

Beacon Pointe 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
2021 Q4	–	Sell	-4,000	Closed	-$8K	–	925
2021 Q3	$8K	Sell	4,000 -2,000	-33%	-$345K	﹤0.01%	895
2021 Q2	$11K	Hold	6,000	–	–	﹤0.01%	825
2021 Q1	$40K	Sell	6,000 -2,000	-25%	-$317K	﹤0.01%	524
2020 Q4	$50K	Buy	+8,000	New	+$1.28M	﹤0.01%	502

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 Pointe Advisors's AMZN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Amazon (AMZN) stake by 57% in Q1 2026, buying an estimated $81.5M and bringing the position to 1,020,307 shares worth $212M. The position accounts for 1.12% of the portfolio, ranked #12.

Beacon Pointe Advisors first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Beacon Pointe Advisors held 1,020,307 shares of Amazon worth $212M as of Q1 2026.
Beacon Pointe Advisors bought 370,145 Amazon shares in Q1 2026, an estimated $81.5M.
Amazon made up 1.12% of Beacon Pointe Advisors's portfolio in Q1 2026, its #12 holding.
Beacon Pointe Advisors first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.