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Birchwood Financial Partners’s Amazon AMZN Stock Holding History

Birchwood Financial Partners’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 		$167K Sell
701
-2
-0.3% -$502 0.14% 95
2026
Q1 		$146K Sell
703
-42
-6% -$9.25K 0.14% 97
2025
Q4 		$172K Buy
+745
New +$170K 0.17% 86

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Birchwood Financial Partners's AMZN Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Amazon (AMZN) stake by 0.28% in Q2 2026, selling an estimated $502 and leaving 701 shares worth $167K. The position accounts for 0.14% of the portfolio, ranked #95.

Birchwood Financial Partners first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $172K in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Birchwood Financial Partners held 701 shares of Amazon worth $167K as of Q2 2026.
  • Birchwood Financial Partners sold 2 Amazon shares in Q2 2026, an estimated $502.
  • Amazon made up 0.14% of Birchwood Financial Partners's portfolio in Q2 2026, its #95 holding.
  • Birchwood Financial Partners first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Amazon position peaked at $172K in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.