Birch Capital Management
AMZN icon

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
Q3 		$431K Buy
1,730
+50
+3% +$12.7K 0.2% 48
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Birch Capital Management's AMZN Position: Q3 2026 in Review

Birch Capital Management increased its Amazon (AMZN) stake by 3% in Q3 2026, buying an estimated $12.7K and bringing the position to 1,730 shares worth $431K. The position accounts for 0.2% of the portfolio, ranked #48.

Birch Capital Management first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. 2,450 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Birch Capital Management held 1,730 shares of Amazon worth $431K as of Q3 2026.
  • Birch Capital Management bought 50 Amazon shares in Q3 2026, an estimated $12.7K.
  • Amazon made up 0.2% of Birch Capital Management's portfolio in Q3 2026, its #48 holding.
  • Birch Capital Management first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
  • 2,450 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.