BFG
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
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 		$9.88M 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 		$9.53M Buy
58,000
+1,120
+2% +$193K 1.72% 12
2021
Q2 		$9.78M 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

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

Berger Financial Group's AMZN Position: Q1 2026 in Review

Berger Financial Group reduced its Amazon (AMZN) stake by 11% in Q1 2026, selling an estimated $2.3M and leaving 82,689 shares worth $17.2M. The position accounts for 0.96% of the portfolio, ranked #20.

Berger Financial Group first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.5M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Berger Financial Group held 82,689 shares of Amazon worth $17.2M as of Q1 2026.
  • Berger Financial Group sold 10,463 Amazon shares in Q1 2026, an estimated $2.3M.
  • Amazon made up 0.96% of Berger Financial Group's portfolio in Q1 2026, its #20 holding.
  • Berger Financial Group first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Amazon position peaked at $21.5M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.