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Berry Wealth Group’s Amazon AMZN Stock Holding History

Berry Wealth Group’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 		$654K Hold
3,141
– – 2.44% 13
2025
Q4 		$725K Sell
3,141
-146
-4% -$33.4K 2.55% 12
2025
Q3 		$722K Sell
3,287
-2,835
-46% -$642K 2.36% 12
2025
Q2 		$1.34M Sell
6,122
-175
-3% -$34.6K 0.94% 29
2025
Q1 		$1.2M Buy
6,297
+441
+8% +$95.7K 0.94% 30
2024
Q4 		$1.28M Buy
5,856
+73
+1% +$14.9K 0.93% 30
2024
Q3 		$1.08M Sell
5,783
-380
-6% -$69.3K 0.77% 31
2024
Q2 		$1.19M Buy
6,163
+88
+1% +$16.2K 0.95% 27
2024
Q1 		$1.1M Sell
6,075
-319
-5% -$53.2K 0.91% 26
2023
Q4 		$972K Buy
+6,394
New +$896K 0.89% 25

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

Berry Wealth Group's AMZN Position: Q1 2026 in Review

Berry Wealth Group held its Amazon (AMZN) position steady in Q1 2026 at 3,141 shares worth $654K. The position accounts for 2.44% of the portfolio, ranked #13.

Berry Wealth Group first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q2 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Berry Wealth Group held 3,141 shares of Amazon worth $654K as of Q1 2026.
  • Berry Wealth Group left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 2.44% of Berry Wealth Group's portfolio in Q1 2026, its #13 holding.
  • Berry Wealth Group first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's Amazon position peaked at $1.34M in Q2 2025.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.