Birnam Oak Advisors’s Amazon AMZN Stock Holding History

Birnam Oak Advisors’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	$2.26M	Hold	9,500	–	–	0.37%	25
2026 Q1	$1.98M	Sell	9,500 -3,000	-24%	-$661K	0.45%	21
2025 Q4	$2.89M	Hold	12,500	–	–	0.65%	28
2025 Q3	$2.74M	Hold	12,500	–	–	0.63%	28
2025 Q2	$2.74M	Hold	12,500	–	–	0.81%	22
2025 Q1	$2.38M	Hold	12,500	–	–	0.43%	22
2024 Q4	$2.74M	Buy	+12,500	New	+$2.56M	1.33%	18

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

Birnam Oak Advisors's AMZN Position: Q2 2026 in Review

Birnam Oak Advisors held its Amazon (AMZN) position steady in Q2 2026 at 9,500 shares worth $2.26M. The position accounts for 0.37% of the portfolio, ranked #25.

Birnam Oak Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.89M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Birnam Oak Advisors held 9,500 shares of Amazon worth $2.26M as of Q2 2026.
Birnam Oak Advisors left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.37% of Birnam Oak Advisors's portfolio in Q2 2026, its #25 holding.
Birnam Oak Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Birnam Oak Advisors's Amazon position peaked at $2.89M in Q4 2025.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.