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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
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 		$9.88M 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 $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

Berger Financial Group's AMZN Position: Q2 2026 in Review

Berger Financial Group reduced its Amazon (AMZN) stake by 3% in Q2 2026, selling an estimated $615K and leaving 80,239 shares worth $19.1M. 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 23 quarters since. The position peaked at $21.5M in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Berger Financial Group held 80,239 shares of Amazon worth $19.1M as of Q2 2026.
  • Berger Financial Group sold 2,450 Amazon shares in Q2 2026, an estimated $615K.
  • Amazon made up 0.98% of Berger Financial Group's portfolio in Q2 2026, its #20 holding.
  • Berger Financial Group first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Amazon position peaked at $21.5M in Q4 2025.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.