Berger Financial Group
AMZN icon

Berger Financial Group’s Amazon AMZN Stock Holding History

Berger Financial Group’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
Q3 		$19.7M Sell
79,174
-1,065
-1% -$271K 0.98% 20
2026
Q2 		$19.1M Sell
80,239
-2,450
-3% -$615K 0.98% 20
2026
Q1 		$17.2M Sell
82,689
-10,463
-11% -$2.3M 0.96% 20
2025
Q4 		$21.5M Sell
93,152
-1,269
-1% -$290K 1.24% 17
2025
Q3 		$20.7M Sell
94,421
-394
-0.4% -$89.2K 1.24% 17
2025
Q2 		$20.8M Sell
94,815
-1,626
-2% -$322K 1.34% 13
2025
Q1 		$18.3M Sell
96,441
-229
-0.2% -$49.7K 1.27% 14
2024
Q4 		$21.2M Buy
96,670
+870
+0.9% +$178K 1.46% 15
2024
Q3 		$17.9M Buy
95,800
+8,458
+10% +$1.54M 1.29% 15
2024
Q2 		$16.9M Sell
87,342
-486
-0.6% -$89.3K 1.35% 16
2024
Q1 		$15.8M Buy
87,828
+817
+0.9% +$136K 1.3% 18
2023
Q4 		$13.2M Sell
87,011
-575
-0.7% -$80.6K 1.37% 16
2023
Q3 		$11.1M Sell
87,586
-1,263
-1% -$169K 1.28% 16
2023
Q2 		$11.6M Sell
88,849
-932
-1% -$106K 1.31% 16
2023
Q1 		$9.27M Buy
89,781
+207
+0.2% +$20K 1.12% 19
2022
Q4 		$7.52M Sell
89,574
-4,176
-4% -$413K 0.99% 22
2022
Q3 		$10.6M Buy
93,750
+742
+0.8% +$93.8K 1.56% 13
2022
Q2 		$9.9M Buy
93,008
+688
+0.7% +$86.1K 1.44% 19
2022
Q1 		$15M Sell
92,320
-20,860
-18% -$3.22M 1.91% 11
2021
Q4 		$18.9M Buy
113,180
+55,180
+95% +$9.44M 2.5% 8
2021
Q3 		$9.5M Buy
58,000
+1,120
+2% +$193K 1.72% 12
2021
Q2 		$9.8M Buy
56,880
+2,360
+4% +$392K 1.77% 13
2021
Q1 		$8.43M Buy
54,520
+9,760
+22% +$1.55M 1.84% 11
2020
Q4 		$7.29M Buy
+44,760
New +$7.14M 1.27% 17

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Berger Financial Group's AMZN Position: Q3 2026 in Review

Berger Financial Group reduced its Amazon (AMZN) stake by 1.3% in Q3 2026, selling an estimated $271K and leaving 79,174 shares worth $19.7M. The position accounts for 0.98% of the portfolio, ranked #20.

Berger Financial Group first reported a position in AMZN in Q4 2020 and has held it in 24 quarters since. The position peaked at $21.5M in Q4 2025. 4,774 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Berger Financial Group held 79,174 shares of Amazon worth $19.7M as of Q3 2026.
  • Berger Financial Group sold 1,065 Amazon shares in Q3 2026, an estimated $271K.
  • Amazon made up 0.98% of Berger Financial Group's portfolio in Q3 2026, its #20 holding.
  • Berger Financial Group first reported a position in Amazon in Q4 2020 and has held it in 24 quarters since.
  • Berger Financial Group's Amazon position peaked at $21.5M in Q4 2025.
  • 4,774 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.