Birchbrook’s Amazon AMZN Stock Holding History

Birchbrook’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	$3.07M	Sell	12,321 -1,408	-10%	-$358K	1.47%	15
2026 Q2	$3.27M	Sell	13,729 -566	-4%	-$142K	1.54%	14
2026 Q1	$2.98M	Sell	14,295 -324	-2%	-$71.3K	1.46%	14
2025 Q4	$3.37M	Buy	14,619 +546	+4%	+$125K	1.68%	14
2025 Q3	$3.09M	Sell	14,073 -202	-1%	-$45.7K	1.6%	12
2025 Q2	$3.13M	Buy	14,275 +249	+2%	+$49.3K	1.68%	12
2025 Q1	$2.67M	Sell	14,026 -330	-2%	-$71.6K	1.5%	11
2024 Q4	$3.15M	Sell	14,356 -84	-0.6%	-$17.2K	1.79%	12
2024 Q3	$2.69M	Buy	14,440 +65	+0.5%	+$11.9K	1.49%	15
2024 Q2	$2.78M	Sell	14,375 -510	-3%	-$93.7K	1.67%	11
2024 Q1	$2.68M	Sell	14,885 -1,580	-10%	-$264K	1.6%	12
2023 Q4	$2.5M	Buy	+16,465	New	+$2.31M	1.65%	12

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Birchbrook's AMZN Position: Q3 2026 in Review

Birchbrook reduced its Amazon (AMZN) stake by 10% in Q3 2026, selling an estimated $358K and leaving 12,321 shares worth $3.07M. The position accounts for 1.47% of the portfolio, ranked #15.

Birchbrook first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.37M in Q4 2025. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Birchbrook held 12,321 shares of Amazon worth $3.07M as of Q3 2026.
Birchbrook sold 1,408 Amazon shares in Q3 2026, an estimated $358K.
Amazon made up 1.47% of Birchbrook's portfolio in Q3 2026, its #15 holding.
Birchbrook first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Amazon position peaked at $3.37M in Q4 2025.
2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.