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Beam Wealth Advisors’s Amazon AMZN Stock Holding History

Beam Wealth 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 		$2.86M Buy
11,985
+9
+0.1% +$2.26K 0.63% 41
2026
Q1 		$2.49M Sell
11,976
-80
-0.7% -$17.6K 0.62% 44
2025
Q4 		$2.78M Sell
12,056
-514
-4% -$118K 0.76% 38
2025
Q3 		$2.76M Buy
12,570
+446
+4% +$101K 0.75% 38
2025
Q2 		$2.66M Sell
12,124
-248
-2% -$49.1K 0.79% 31
2025
Q1 		$2.35M Sell
12,372
-749
-6% -$163K 0.79% 34
2024
Q4 		$2.88M Buy
13,121
+317
+2% +$64.9K 0.91% 32
2024
Q3 		$2.39M Buy
12,804
+301
+2% +$54.9K 0.72% 32
2024
Q2 		$2.42M Buy
12,503
+7,262
+139% +$1.33M 0.8% 31
2024
Q1 		$945K Buy
5,241
+737
+16% +$123K 0.57% 40
2023
Q4 		$684K Buy
4,504
+164
+4% +$23K 0.43% 46
2023
Q3 		$552K Buy
4,340
+427
+11% +$57.2K 0.39% 50
2023
Q2 		$510K Buy
3,913
+786
+25% +$89.8K 0.35% 53
2023
Q1 		$323K Buy
3,127
+221
+8% +$21.4K 0.32% 71
2022
Q4 		$244K Sell
2,906
-147
-5% -$14.5K 0.25% 83
2022
Q3 		$345K Sell
3,053
-53
-2% -$6.7K 0.38% 67
2022
Q2 		$330K Buy
3,106
+1,166
+60% +$146K 0.37% 67
2022
Q1 		$316K Buy
1,940
+440
+29% +$68K 0.36% 65
2021
Q4 		$250K Sell
1,500
-3,860
-72% -$661K 0.29% 76
2021
Q3 		$880K Sell
5,360
-300
-5% -$51.7K 0.76% 41
2021
Q2 		$974K Sell
5,660
-320
-5% -$53.2K 0.84% 38
2021
Q1 		$925K Sell
5,980
-320
-5% -$50.7K 0.82% 42
2020
Q4 		$1.03M Sell
6,300
-1,140
-15% -$182K 0.97% 34
2020
Q3 		$1.17M Sell
7,440
-660
-8% -$104K 1.1% 26
2020
Q2 		$1.24M Buy
8,100
+40
+0.5% +$4.83K 1.25% 22
2020
Q1 		$786K Buy
8,060
+1,860
+30% +$180K 0.78% 39
2019
Q4 		$573K Buy
+6,200
New +$549K 0.53% 55

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

Beam Wealth Advisors's AMZN Position: Q2 2026 in Review

Beam Wealth Advisors increased its Amazon (AMZN) stake by 0.08% in Q2 2026, buying an estimated $2.26K and bringing the position to 11,985 shares worth $2.86M. The position accounts for 0.63% of the portfolio, ranked #41.

Beam Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.88M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beam Wealth Advisors held 11,985 shares of Amazon worth $2.86M as of Q2 2026.
  • Beam Wealth Advisors bought 9 Amazon shares in Q2 2026, an estimated $2.26K.
  • Amazon made up 0.63% of Beam Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Beam Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Beam Wealth Advisors's Amazon position peaked at $2.88M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.