BFIM
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Beese Fulmer Investment Management’s Amazon AMZN Stock Holding History

Beese Fulmer Investment Management’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 		$39.4M Buy
189,164
+3,320
+2% +$731K 2.52% 5
2025
Q4 		$42.9M Buy
185,844
+4,003
+2% +$916K 2.79% 5
2025
Q3 		$39.9M Buy
181,841
+1,279
+0.7% +$290K 2.76% 4
2025
Q2 		$39.6M Buy
180,562
+2,707
+2% +$536K 2.95% 4
2025
Q1 		$33.8M Buy
177,855
+817
+0.5% +$177K 2.91% 4
2024
Q4 		$38.8M Buy
177,038
+788
+0.4% +$161K 3.31% 4
2024
Q3 		$32.8M Buy
176,250
+2,513
+1% +$459K 2.82% 4
2024
Q2 		$33.6M Buy
173,737
+6,457
+4% +$1.19M 3.06% 3
2024
Q1 		$30.2M Buy
167,280
+6,901
+4% +$1.15M 2.84% 4
2023
Q4 		$24.4M Buy
160,379
+865
+0.5% +$121K 2.52% 4
2023
Q3 		$20.3M Buy
159,514
+39,835
+33% +$5.34M 2.29% 4
2023
Q2 		$15.6M Sell
119,679
-1,723
-1% -$197K 1.69% 12
2023
Q1 		$12.5M Buy
121,402
+2,730
+2% +$264K 1.43% 20
2022
Q4 		$9.97M Sell
118,672
-5,082
-4% -$502K 1.2% 29
2022
Q3 		$14M Sell
123,754
-847
-0.7% -$107K 1.88% 10
2022
Q2 		$13.2M Sell
124,601
-4,299
-3% -$538K 1.69% 14
2022
Q1 		$21M Buy
128,900
+2,460
+2% +$380K 2.28% 6
2021
Q4 		$21.1M Buy
126,440
+1,820
+1% +$311K 2.19% 5
2021
Q3 		$20.5M Buy
124,620
+1,920
+2% +$331K 2.3% 6
2021
Q2 		$21.1M Buy
122,700
+2,500
+2% +$415K 2.39% 5
2021
Q1 		$18.6M Buy
120,200
+4,060
+3% +$644K 2.23% 6
2020
Q4 		$18.9M Buy
116,140
+1,860
+2% +$297K 2.42% 6
2020
Q3 		$18M Buy
114,280
+280
+0.2% +$44.1K 2.55% 5
2020
Q2 		$15.7M Buy
114,000
+4,780
+4% +$577K 2.32% 5
2020
Q1 		$10.6M Buy
109,220
+70,920
+185% +$6.86M 1.89% 11
2019
Q4 		$3.54M Buy
38,300
+15,480
+68% +$1.37M 0.5% 66
2019
Q3 		$1.98M Buy
22,820
+8,580
+60% +$796K 0.3% 88
2019
Q2 		$1.35M Buy
14,240
+180
+1% +$16.8K 0.26% 84
2019
Q1 		$1.25M Buy
14,060
+360
+3% +$30K 0.25% 85
2018
Q4 		$1.03M Buy
13,700
+5,240
+62% +$436K 0.23% 88
2018
Q3 		$847K Buy
8,460
+2,000
+31% +$188K 0.17% 101
2018
Q2 		$549K Buy
6,460
+1,640
+34% +$130K 0.12% 106
2018
Q1 		$349K Buy
4,820
+460
+11% +$32.9K 0.08% 124
2017
Q4 		$255K Buy
4,360
+80
+2% +$4.4K 0.05% 153
2017
Q3 		$206K Sell
4,280
-1,900
-31% -$93.3K 0.05% 176
2017
Q2 		$299K Buy
6,180
+400
+7% +$19.1K 0.07% 132
2017
Q1 		$256K Buy
5,780
+40
+0.7% +$1.67K 0.06% 145
2016
Q4 		$215K Sell
5,740
-480
-8% -$18.8K 0.06% 163
2016
Q3 		$260K Buy
+6,220
New +$238K 0.07% 136

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

Beese Fulmer Investment Management's AMZN Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Amazon (AMZN) stake by 1.8% in Q1 2026, buying an estimated $731K and bringing the position to 189,164 shares worth $39.4M. The position accounts for 2.52% of the portfolio, ranked #5.

Beese Fulmer Investment Management first reported a position in AMZN in Q3 2016 and has held it in 39 quarters since. The position peaked at $42.9M in Q4 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Beese Fulmer Investment Management held 189,164 shares of Amazon worth $39.4M as of Q1 2026.
  • Beese Fulmer Investment Management bought 3,320 Amazon shares in Q1 2026, an estimated $731K.
  • Amazon made up 2.52% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #5 holding.
  • Beese Fulmer Investment Management first reported a position in Amazon in Q3 2016 and has held it in 39 quarters since.
  • Beese Fulmer Investment Management's Amazon position peaked at $42.9M in Q4 2025.
  • 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.