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Birchcreek Wealth Management’s Amazon AMZN Stock Holding History

Birchcreek Wealth 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
Q1 		$1.97M Sell
9,478
-89
-0.9% -$19.6K 0.95% 18
2025
Q4 		$2.21M Sell
9,567
-605
-6% -$138K 1.08% 17
2025
Q3 		$2.23M Sell
10,172
-60
-0.6% -$13.6K 1.15% 16
2025
Q2 		$2.24M Buy
10,232
+756
+8% +$150K 1.27% 16
2025
Q1 		$1.8M Sell
9,476
-20
-0.2% -$4.34K 1.14% 18
2024
Q4 		$2.08M Buy
9,496
+205
+2% +$41.9K 1.31% 16
2024
Q3 		$1.73M Sell
9,291
-17
-0.2% -$3.1K 1.13% 18
2024
Q2 		$1.8M Sell
9,308
-153
-2% -$28.1K 1.01% 21
2024
Q1 		$1.71M Buy
9,461
+60
+0.6% +$10K 0.9% 27
2023
Q4 		$1.43M Buy
9,401
+278
+3% +$39K 0.85% 30
2023
Q3 		$1.16M Sell
9,123
-584
-6% -$78.3K 0.79% 33
2023
Q2 		$1.27M Buy
9,707
+1,315
+16% +$150K 0.88% 30
2023
Q1 		$867K Buy
8,392
+528
+7% +$51K 0.69% 39
2022
Q4 		$661K Buy
7,864
+253
+3% +$25K 0.59% 49
2022
Q3 		$860K Buy
7,611
+401
+6% +$50.7K 0.8% 34
2022
Q2 		$766K Buy
7,210
+3,870
+116% +$484K 0.69% 44
2022
Q1 		$544K Buy
3,340
+680
+26% +$105K 0.48% 52
2021
Q4 		$443K Buy
2,660
+180
+7% +$30.8K 0.39% 57
2021
Q3 		$407K Buy
2,480
+280
+13% +$48.3K 0.38% 63
2021
Q2 		$378K Buy
2,200
+200
+10% +$33.2K 0.36% 62
2021
Q1 		$309K Sell
2,000
-80
-4% -$12.7K 0.33% 73
2020
Q4 		$338K Buy
+2,080
New +$332K 0.33% 69

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Birchcreek Wealth Management's AMZN Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Amazon (AMZN) stake by 0.93% in Q1 2026, selling an estimated $19.6K and leaving 9,478 shares worth $1.97M. The position accounts for 0.95% of the portfolio, ranked #18.

Birchcreek Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.24M in Q2 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Birchcreek Wealth Management held 9,478 shares of Amazon worth $1.97M as of Q1 2026.
  • Birchcreek Wealth Management sold 89 Amazon shares in Q1 2026, an estimated $19.6K.
  • Amazon made up 0.95% of Birchcreek Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Birchcreek Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Amazon position peaked at $2.24M in Q2 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.