BG Investment Services’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$942K Sell
3,952
-166
-4% -$41.7K 0.68% 25
2026
Q1
$858K Sell
4,118
-494
-11% -$109K 0.71% 25
2025
Q4
$1.06M Buy
4,612
+359
+8% +$82.1K 0.95% 22
2025
Q3
$934K Buy
4,253
+1,012
+31% +$229K 0.92% 22
2025
Q2
$711K Buy
3,241
+393
+14% +$77.8K 0.89% 23
2025
Q1
$542K Buy
2,848
+720
+34% +$156K 0.58% 25
2024
Q4
$467K Buy
+2,128
New +$435K 0.47% 24

Other funds holding AMZN

BG Investment Services's AMZN Position: Q2 2026 in Review

BG Investment Services reduced its Amazon (AMZN) stake by 4% in Q2 2026, selling an estimated $41.7K and leaving 3,952 shares worth $942K. The position accounts for 0.68% of the portfolio, ranked #25.

BG Investment Services first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2025. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • BG Investment Services held 3,952 shares of Amazon worth $942K as of Q2 2026.
  • BG Investment Services sold 166 Amazon shares in Q2 2026, an estimated $41.7K.
  • Amazon made up 0.68% of BG Investment Services's portfolio in Q2 2026, its #25 holding.
  • BG Investment Services first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • BG Investment Services's Amazon position peaked at $1.06M in Q4 2025.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.