Birch Financial Group’s Amazon AMZN Stock Holding History

Birch Financial 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	$2.92M	Sell	12,261 -1,719	-12%	-$431K	1.5%	17
2026 Q1	$2.91M	Sell	13,980 -225	-2%	-$49.5K	1.7%	15
2025 Q4	$3.28M	Sell	14,205 -1,209	-8%	-$277K	1.87%	12
2025 Q3	$3.38M	Buy	15,414 +964	+7%	+$218K	1.99%	10
2025 Q2	$3.17M	Buy	14,450 +194	+1%	+$38.4K	2.54%	8
2025 Q1	$2.71M	Buy	14,256 +997	+8%	+$216K	2.42%	9
2024 Q4	$2.91M	Buy	+13,259	New	+$2.71M	3.27%	8

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 Financial Group's AMZN Position: Q2 2026 in Review

Birch Financial Group reduced its Amazon (AMZN) stake by 12% in Q2 2026, selling an estimated $431K and leaving 12,261 shares worth $2.92M. The position accounts for 1.5% of the portfolio, ranked #17.

Birch Financial Group first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.38M in Q3 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Birch Financial Group held 12,261 shares of Amazon worth $2.92M as of Q2 2026.
Birch Financial Group sold 1,719 Amazon shares in Q2 2026, an estimated $431K.
Amazon made up 1.5% of Birch Financial Group's portfolio in Q2 2026, its #17 holding.
Birch Financial Group first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's Amazon position peaked at $3.38M in Q3 2025.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.