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Beta Wealth Group’s Amazon AMZN Stock Holding History

Beta 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
Q2 		$1.73M Buy
7,248
+1,217
+20% +$305K 0.65% 37
2026
Q1 		$1.26M Sell
6,031
-281
-4% -$61.9K 0.52% 40
2025
Q4 		$1.46M Buy
6,312
+813
+15% +$186K 0.59% 42
2025
Q3 		$1.21M Sell
5,499
-11,191
-67% -$2.53M 0.48% 45
2025
Q2 		$3.66M Sell
16,690
-12,845
-43% -$2.54M 1.34% 26
2025
Q1 		$5.62M Sell
29,535
-7,966
-21% -$1.73M 2.02% 16
2024
Q4 		$8.23M Buy
37,501
+1,008
+3% +$206K 3.64% 5
2024
Q3 		$6.8M Sell
36,493
-616
-2% -$112K 3.07% 8
2024
Q2 		$7.17M Sell
37,109
-2,095
-5% -$385K 3.4% 8
2024
Q1 		$7.07M Sell
39,204
-1,063
-3% -$177K 3.44% 8
2023
Q4 		$6.12M Buy
40,267
+8,480
+27% +$1.19M 3.21% 9
2023
Q3 		$4.04M Sell
31,787
-5,361
-14% -$718K 2.39% 13
2023
Q2 		$4.84M Buy
37,148
+5,753
+18% +$657K 2.8% 12
2023
Q1 		$3.24M Sell
31,395
-863
-3% -$83.4K 1.85% 18
2022
Q4 		$2.71M Buy
32,258
+4,337
+16% +$428K 1.82% 21
2022
Q3 		$3.15M Buy
27,921
+3,804
+16% +$481K 2.27% 15
2022
Q2 		$2.56M Buy
24,117
+22,057
+1,071% +$2.76M 1.72% 24
2022
Q1 		$336K Hold
2,060
– – 0.22% 62
2021
Q4 		$338K Hold
2,060
– – 0.24% 47
2021
Q3 		$338K Hold
2,060
– – 0.24% 47
2021
Q2 		$354K Buy
2,060
+300
+17% +$49.9K 0.25% 48
2021
Q1 		$272K Buy
+1,760
New +$279K 0.2% 50

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 $3.37T AUM 44.26% 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

Beta Wealth Group's AMZN Position: Q2 2026 in Review

Beta Wealth Group increased its Amazon (AMZN) stake by 20% in Q2 2026, buying an estimated $305K and bringing the position to 7,248 shares worth $1.73M. The position accounts for 0.65% of the portfolio, ranked #37.

Beta Wealth Group first reported a position in AMZN in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.23M in Q4 2024. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beta Wealth Group held 7,248 shares of Amazon worth $1.73M as of Q2 2026.
  • Beta Wealth Group bought 1,217 Amazon shares in Q2 2026, an estimated $305K.
  • Amazon made up 0.65% of Beta Wealth Group's portfolio in Q2 2026, its #37 holding.
  • Beta Wealth Group first reported a position in Amazon in Q1 2021 and has held it in 22 quarters since.
  • Beta Wealth Group's Amazon position peaked at $8.23M in Q4 2024.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.