Berman McAleer’s Amazon AMZN Stock Holding History

Berman McAleer’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	$6.25M	Buy	26,202 +296	+1%	+$74.3K	0.72%	26
2026 Q1	$5.4M	Buy	25,906 +660	+3%	+$145K	0.74%	24
2025 Q4	$5.83M	Sell	25,246 -172	-0.7%	-$39.4K	0.8%	27
2025 Q3	$5.58M	Buy	+25,418	New	+$5.75M	0.78%	27

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

Berman McAleer's AMZN Position: Q2 2026 in Review

Berman McAleer increased its Amazon (AMZN) stake by 1.1% in Q2 2026, buying an estimated $74.3K and bringing the position to 26,202 shares worth $6.25M. The position accounts for 0.72% of the portfolio, ranked #26.

Berman McAleer first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 6,092 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Berman McAleer held 26,202 shares of Amazon worth $6.25M as of Q2 2026.
Berman McAleer bought 296 Amazon shares in Q2 2026, an estimated $74.3K.
Amazon made up 0.72% of Berman McAleer's portfolio in Q2 2026, its #26 holding.
Berman McAleer first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
6,092 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.