Berkeley Capital Partners’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.64M Buy
11,083
+680
+7% +$171K 0.54% 31
2026
Q1
$2.17M Buy
10,403
+221
+2% +$48.7K 0.5% 36
2025
Q4
$2.35M Sell
10,182
-259
-2% -$59.3K 0.55% 28
2025
Q3
$2.29M Sell
10,441
-234
-2% -$53K 0.54% 33
2025
Q2
$2.34M Buy
10,675
+156
+1% +$30.9K 0.59% 28
2025
Q1
$2M Buy
10,519
+21
+0.2% +$4.56K 0.55% 35
2024
Q4
$2.3M Buy
10,498
+212
+2% +$43.4K 0.64% 25
2024
Q3
$1.92M Sell
10,286
-465
-4% -$84.8K 0.55% 34
2024
Q2
$2.08M Sell
10,751
-220
-2% -$40.4K 0.63% 26
2024
Q1
$1.98M Sell
10,971
-16
-0.1% -$2.67K 0.6% 28
2023
Q4
$1.67M Sell
10,987
-29
-0.3% -$4.07K 0.55% 29
2023
Q3
$1.4M Buy
11,016
+316
+3% +$42.3K 0.51% 37
2023
Q2
$1.39M Buy
10,700
+221
+2% +$25.2K 0.49% 38
2023
Q1
$1.08M Sell
10,479
-196
-2% -$18.9K 0.4% 48
2022
Q4
$897K Buy
10,675
+1,210
+13% +$120K 0.35% 58
2022
Q3
$1.07M Buy
9,465
+9
+0.1% +$1.14K 0.46% 38
2022
Q2
$1M Sell
9,456
-124
-1% -$15.5K 0.41% 43
2022
Q1
$1.56M Buy
9,580
+80
+0.8% +$12.4K 0.62% 25
2021
Q4
$1.58M Buy
9,500
+120
+1% +$20.5K 0.65% 24
2021
Q3
$1.54M Buy
9,380
+100
+1% +$17.2K 0.71% 20
2021
Q2
$1.6M Sell
9,280
-20
-0.2% -$3.32K 0.71% 21
2021
Q1
$1.44M Buy
9,300
+960
+12% +$152K 0.69% 22
2020
Q4
$1.36M Sell
8,340
-180
-2% -$28.7K 0.7% 20
2020
Q3
$1.34M Buy
8,520
+60
+0.7% +$9.46K 0.82% 18
2020
Q2
$1.17M Sell
8,460
-100
-1% -$12.1K 0.72% 20
2020
Q1
$834K Buy
8,560
+600
+8% +$58.1K 0.57% 33
2019
Q4
$735K Buy
7,960
+60
+0.8% +$5.31K 0.38% 59
2019
Q3
$686K Buy
7,900
+20
+0.3% +$1.85K 0.36% 59
2019
Q2
$746K Sell
7,880
-80
-1% -$7.45K 0.35% 57
2019
Q1
$709K Hold
7,960
0.35% 58
2018
Q4
$598K Buy
7,960
+960
+14% +$79.8K 0.33% 59
2018
Q3
$701K Sell
7,000
-20
-0.3% -$1.88K 0.39% 58
2018
Q2
$596K Sell
7,020
-380
-5% -$30.2K 0.35% 64
2018
Q1
$535K Buy
7,400
+180
+2% +$12.9K 0.31% 70
2017
Q4
$422K Sell
7,220
-120
-2% -$6.6K 0.28% 87
2017
Q3
$353K Sell
7,340
-80
-1% -$3.93K 0.24% 97
2017
Q2
$359K Sell
7,420
-580
-7% -$27.7K 0.24% 89
2017
Q1
$314K Sell
8,000
-100
-1% -$4.17K 0.21% 94
2016
Q4
$299K Buy
8,100
+480
+6% +$18.8K 0.22% 91
2016
Q3
$230K Buy
7,620
+380
+5% +$14.5K 0.16% 98
2016
Q2
$219K Buy
+7,240
New +$245K 0.15% 105
2016
Q1
Sell
-7,720
Closed -$261K 107
2015
Q4
$261K Buy
+7,720
New +$243K 0.21% 89

Other funds holding AMZN

Berkeley Capital Partners's AMZN Position: Q2 2026 in Review

Berkeley Capital Partners increased its Amazon (AMZN) stake by 6.5% in Q2 2026, buying an estimated $171K and bringing the position to 11,083 shares worth $2.64M. The position accounts for 0.54% of the portfolio, ranked #31.

Berkeley Capital Partners first reported a position in AMZN in Q4 2015 and has held it in 42 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Berkeley Capital Partners held 11,083 shares of Amazon worth $2.64M as of Q2 2026.
  • Berkeley Capital Partners bought 680 Amazon shares in Q2 2026, an estimated $171K.
  • Amazon made up 0.54% of Berkeley Capital Partners's portfolio in Q2 2026, its #31 holding.
  • Berkeley Capital Partners first reported a position in Amazon in Q4 2015 and has held it in 42 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.