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 Q2	$9.26M	Buy	38,836 +136	+0.4%	+$34.1K	2.9%	11
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Berkeley Inc's AMZN Position: Q2 2026 in Review

Berkeley Inc increased its Amazon (AMZN) stake by 0.35% in Q2 2026, buying an estimated $34.1K and bringing the position to 38,836 shares worth $9.26M. The position accounts for 2.9% of the portfolio, ranked #11.

Berkeley Inc first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Berkeley Inc held 38,836 shares of Amazon worth $9.26M as of Q2 2026.
Berkeley Inc bought 136 Amazon shares in Q2 2026, an estimated $34.1K.
Amazon made up 2.9% of Berkeley Inc's portfolio in Q2 2026, its #11 holding.
Berkeley Inc first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.