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Belleair Asset Management’s Amazon AMZN Stock Holding History

Belleair Asset 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
Q2 		$253K Buy
1,061
+25
+2% +$6.28K 0.21% 74
2026
Q1 		$216K Sell
1,036
-34
-3% -$7.49K 0.2% 75
2025
Q4 		$247K Buy
+1,070
New +$245K 0.24% 73

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Belleair Asset Management's AMZN Position: Q2 2026 in Review

Belleair Asset Management increased its Amazon (AMZN) stake by 2.4% in Q2 2026, buying an estimated $6.28K and bringing the position to 1,061 shares worth $253K. The position accounts for 0.21% of the portfolio, ranked #74.

Belleair Asset Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Belleair Asset Management held 1,061 shares of Amazon worth $253K as of Q2 2026.
  • Belleair Asset Management bought 25 Amazon shares in Q2 2026, an estimated $6.28K.
  • Amazon made up 0.21% of Belleair Asset Management's portfolio in Q2 2026, its #74 holding.
  • Belleair Asset Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.