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Beverly Hills Private Wealth’s Amazon AMZN Stock Holding History

Beverly Hills Private Wealth’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 		$15.4M Sell
64,404
-702
-1% -$176K 2.92% 3
2026
Q1 		$13.6M Buy
65,106
+4,377
+7% +$964K 2.26% 5
2025
Q4 		$14M Buy
60,729
+603
+1% +$138K 2.4% 6
2025
Q3 		$13.2M Buy
60,126
+701
+1% +$159K 2.33% 5
2025
Q2 		$13M Buy
59,425
+254
+0.4% +$50.3K 2.44% 5
2025
Q1 		$11.3M Buy
59,171
+1,688
+3% +$366K 2.23% 5
2024
Q4 		$12.6M Buy
57,483
+666
+1% +$136K 2.55% 5
2024
Q3 		$10.6M Buy
56,817
+11,083
+24% +$2.02M 2.14% 5
2024
Q2 		$8.84M Buy
45,734
+5,049
+12% +$928K 1.92% 6
2024
Q1 		$7.34M Buy
40,685
+2,923
+8% +$488K 1.7% 6
2023
Q4 		$5.74M Buy
37,762
+2,062
+6% +$289K 1.5% 8
2023
Q3 		$4.54M Sell
35,700
-1,280
-3% -$172K 1.35% 13
2023
Q2 		$5.16M Buy
36,980
+4,896
+15% +$559K 0.85% 28
2023
Q1 		$3.31M Buy
32,084
+2,314
+8% +$224K 1.03% 22
2022
Q4 		$2.5M Buy
+29,770
New +$2.94M 1.09% 22

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

Beverly Hills Private Wealth's AMZN Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Amazon (AMZN) stake by 1.1% in Q2 2026, selling an estimated $176K and leaving 64,404 shares worth $15.4M. The position accounts for 2.92% of the portfolio, ranked #3.

Beverly Hills Private Wealth first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beverly Hills Private Wealth held 64,404 shares of Amazon worth $15.4M as of Q2 2026.
  • Beverly Hills Private Wealth sold 702 Amazon shares in Q2 2026, an estimated $176K.
  • Amazon made up 2.92% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #3 holding.
  • Beverly Hills Private Wealth first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.