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Bernard Wealth Management’s Amazon AMZN Stock Holding History

Bernard Wealth Management’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 		$5.76M Sell
27,639
-284
-1% -$62.5K 2.46% 12
2025
Q4 		$6.45M Sell
27,923
-547
-2% -$125K 2.62% 9
2025
Q3 		$6.25M Buy
28,470
+22
+0.1% +$4.98K 2.61% 8
2025
Q2 		$6.24M Sell
28,448
-2,246
-7% -$444K 2.89% 8
2025
Q1 		$5.84M Sell
30,694
-47
-0.2% -$10.2K 2.85% 9
2024
Q4 		$6.74M Buy
+30,741
New +$6.29M 3.17% 8

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

Bernard Wealth Management's AMZN Position: Q1 2026 in Review

Bernard Wealth Management reduced its Amazon (AMZN) stake by 1% in Q1 2026, selling an estimated $62.5K and leaving 27,639 shares worth $5.76M. The position accounts for 2.46% of the portfolio, ranked #12.

Bernard Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.74M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Bernard Wealth Management held 27,639 shares of Amazon worth $5.76M as of Q1 2026.
  • Bernard Wealth Management sold 284 Amazon shares in Q1 2026, an estimated $62.5K.
  • Amazon made up 2.46% of Bernard Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Bernard Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Amazon position peaked at $6.74M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.