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 Q2	$6.11M	Sell	25,621 -2,018	-7%	-$507K	2.25%	13
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 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

Bernard Wealth Management's AMZN Position: Q2 2026 in Review

Bernard Wealth Management reduced its Amazon (AMZN) stake by 7.3% in Q2 2026, selling an estimated $507K and leaving 25,621 shares worth $6.11M. The position accounts for 2.25% of the portfolio, ranked #13.

Bernard Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.74M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Bernard Wealth Management held 25,621 shares of Amazon worth $6.11M as of Q2 2026.
Bernard Wealth Management sold 2,018 Amazon shares in Q2 2026, an estimated $507K.
Amazon made up 2.25% of Bernard Wealth Management's portfolio in Q2 2026, its #13 holding.
Bernard Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Amazon position peaked at $6.74M in Q4 2024.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.