BI
AMZN icon

Berkeley Inc’s Amazon AMZN Stock Holding History

Berkeley Inc’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 		$8.06M Buy
38,700
+794
+2% +$175K 2.7% 13
2025
Q4 		$8.75M Buy
37,906
+3,888
+11% +$890K 2.78% 13
2025
Q3 		$7.47M Buy
34,018
+10,424
+44% +$2.36M 2.4% 15
2025
Q2 		$5.18M Buy
+23,594
New +$4.67M 1.86% 22

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

Berkeley Inc's AMZN Position: Q1 2026 in Review

Berkeley Inc increased its Amazon (AMZN) stake by 2.1% in Q1 2026, buying an estimated $175K and bringing the position to 38,700 shares worth $8.06M. The position accounts for 2.7% of the portfolio, ranked #13.

Berkeley Inc first reported a position in AMZN in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.75M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Berkeley Inc held 38,700 shares of Amazon worth $8.06M as of Q1 2026.
  • Berkeley Inc bought 794 Amazon shares in Q1 2026, an estimated $175K.
  • Amazon made up 2.7% of Berkeley Inc's portfolio in Q1 2026, its #13 holding.
  • Berkeley Inc first reported a position in Amazon in Q2 2025 and has held it in 4 quarters since.
  • Berkeley Inc's Amazon position peaked at $8.75M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.