Birch Capital Management’s Amazon AMZN Stock Holding History

Birch Capital 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	$400K	Hold	1,680	–	–	0.2%	51
2026 Q1	$350K	Hold	1,680	–	–	0.18%	48
2025 Q4	$388K	Hold	1,680	–	–	0.19%	48
2025 Q3	$369K	Hold	1,680	–	–	0.19%	50
2025 Q2	$369K	Hold	1,680	–	–	0.19%	52
2025 Q1	$320K	Hold	1,680	–	–	0.17%	53
2024 Q4	$369K	Buy	1,680 +1,000	+147%	+$205K	0.19%	54
2024 Q3	$127K	Hold	680	–	–	0.06%	60
2024 Q2	$131K	Hold	680	–	–	0.07%	61
2024 Q1	$123K	Sell	680 -60	-8%	-$10K	0.06%	63
2023 Q4	$112K	Hold	740	–	–	0.06%	63
2023 Q3	$94.1K	Hold	740	–	–	0.06%	65
2023 Q2	$96.5K	Buy	740 +40	+6%	+$4.57K	0.06%	66
2023 Q1	$72.3K	Hold	700	–	–	0.05%	73
2022 Q4	$58.8K	Hold	700	–	–	0.04%	76
2022 Q3	$79.1K	Buy	700 +20	+3%	+$2.53K	0.06%	66
2022 Q2	$72.2K	Hold	680	–	–	0.05%	70
2022 Q1	$111K	Hold	680	–	–	0.07%	70
2021 Q4	$113K	Hold	680	–	–	0.07%	71
2021 Q3	$112K	Hold	680	–	–	0.08%	70
2021 Q2	$117K	Hold	680	–	–	0.08%	69
2021 Q1	$105K	Hold	680	–	–	0.08%	69
2020 Q4	$111K	Hold	680	–	–	0.08%	67
2020 Q3	$108K	Sell	680 -20	-3%	-$3.15K	0.09%	65
2020 Q2	$97K	Buy	700 +20	+3%	+$2.42K	0.09%	66
2020 Q1	$66K	Buy	680 +180	+36%	+$17.4K	0.08%	67
2019 Q4	$46K	Buy	+500	New	+$44.3K	0.05%	70

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Birch Capital Management's AMZN Position: Q2 2026 in Review

Birch Capital Management held its Amazon (AMZN) position steady in Q2 2026 at 1,680 shares worth $400K. The position accounts for 0.2% of the portfolio, ranked #51.

Birch Capital Management first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Birch Capital Management held 1,680 shares of Amazon worth $400K as of Q2 2026.
Birch Capital Management left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.2% of Birch Capital Management's portfolio in Q2 2026, its #51 holding.
Birch Capital Management first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.