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Bluebird Wealth Management’s Amazon AMZN Stock Holding History

Bluebird 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
Q2 		$3.17M Sell
13,306
-693
-5% -$174K 2.75% 4
2026
Q1 		$2.92M Buy
13,999
+39
+0.3% +$8.59K 2.99% 5
2025
Q4 		$3.22M Buy
+13,960
New +$3.19M 3.01% 5

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

Bluebird Wealth Management's AMZN Position: Q2 2026 in Review

Bluebird Wealth Management reduced its Amazon (AMZN) stake by 5% in Q2 2026, selling an estimated $174K and leaving 13,306 shares worth $3.17M. The position accounts for 2.75% of the portfolio, ranked #4.

Bluebird Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.22M in Q4 2025. 6,123 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Bluebird Wealth Management held 13,306 shares of Amazon worth $3.17M as of Q2 2026.
  • Bluebird Wealth Management sold 693 Amazon shares in Q2 2026, an estimated $174K.
  • Amazon made up 2.75% of Bluebird Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Bluebird Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Bluebird Wealth Management's Amazon position peaked at $3.22M in Q4 2025.
  • 6,123 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.