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Bernicke Wealth Management’s Amazon AMZN Stock Holding History

Bernicke 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 		$6.33M Buy
26,564
+651
+3% +$163K 0.74% 15
2026
Q1 		$5.4M Sell
25,913
-241
-0.9% -$53.1K 0.7% 15
2025
Q4 		$6.04M Buy
+26,154
New +$5.98M 0.78% 15
2020
Q2 		$1.13M Sell
8,160
-4,900
-38% -$592K 0.83% 10
2020
Q1 		$1.27M Buy
13,060
+280
+2% +$27.1K 0.77% 13
2019
Q4 		$1.18M Buy
12,780
+500
+4% +$44.3K 0.66% 31
2019
Q3 		$1.07M Buy
12,280
+1,100
+10% +$102K 0.62% 31
2019
Q2 		$1.06M Buy
11,180
+140
+1% +$13K 0.63% 13
2019
Q1 		$983K Buy
11,040
+460
+4% +$38.3K 0.62% 23
2018
Q4 		$795K Buy
10,580
+440
+4% +$36.6K 0.55% 28
2018
Q3 		$1.02M Buy
10,140
+340
+3% +$32K 0.67% 15
2018
Q2 		$833K Buy
9,800
+20
+0.2% +$1.59K 0.58% 16
2018
Q1 		$708K Sell
9,780
-1,500
-13% -$107K 0.52% 18
2017
Q4 		$660K Buy
11,280
+760
+7% +$41.8K 0.5% 28
2017
Q3 		$506K Buy
10,520
+1,400
+15% +$68.8K 0.4% 37
2017
Q2 		$441K Buy
9,120
+3,100
+51% +$148K 0.35% 33
2017
Q1 		$267K Buy
+6,020
New +$251K 0.22% 45

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bernicke Wealth Management increased its Amazon (AMZN) stake by 2.5% in Q2 2026, buying an estimated $163K and bringing the position to 26,564 shares worth $6.33M. The position accounts for 0.74% of the portfolio, ranked #15.

Bernicke Wealth Management first reported a position in AMZN in Q1 2017 and has held it in 17 quarters since. 6,164 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Bernicke Wealth Management held 26,564 shares of Amazon worth $6.33M as of Q2 2026.
  • Bernicke Wealth Management bought 651 Amazon shares in Q2 2026, an estimated $163K.
  • Amazon made up 0.74% of Bernicke Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Bernicke Wealth Management first reported a position in Amazon in Q1 2017 and has held it in 17 quarters since.
  • 6,164 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.