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Bordeaux Wealth Advisors’s Amazon AMZN Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$6.71M Sell
30,607
-207
-0.7% -$41K 0.86% 20
2025
Q1 		$5.86M Buy
30,814
+406
+1% +$88.1K 1.08% 21
2024
Q4 		$6.67M Buy
30,408
+3,909
+15% +$800K 1.07% 21
2024
Q3 		$4.94M Buy
26,499
+2,437
+10% +$445K 0.89% 23
2024
Q2 		$4.65M Buy
24,062
+11,693
+95% +$2.15M 0.89% 24
2024
Q1 		$2.23M Sell
12,369
-4,295
-26% -$717K 0.74% 19
2023
Q4 		$2.53M Sell
16,664
-8,562
-34% -$1.2M 0.86% 17
2023
Q3 		$3.21M Buy
25,226
+10,020
+66% +$1.34M 1.3% 16
2023
Q2 		$1.98M Buy
15,206
+940
+7% +$107K 0.81% 18
2023
Q1 		$1.47M Buy
14,266
+3,579
+33% +$346K 0.76% 20
2022
Q4 		$898K Sell
10,687
-1,505
-12% -$149K 0.49% 27
2022
Q3 		$1.38M Sell
12,192
-4,828
-28% -$610K 0.87% 21
2022
Q2 		$1.81M Buy
17,020
+740
+5% +$92.6K 1.25% 16
2022
Q1 		$2.65M Buy
16,280
+3,300
+25% +$510K 1.43% 16
2021
Q4 		$2.16M Buy
12,980
+9,780
+306% +$1.67M 0.99% 21
2021
Q3 		$526K Hold
3,200
– – 0.3% 51
2021
Q2 		$550K Buy
3,200
+140
+5% +$23.3K 0.32% 48
2021
Q1 		$473K Hold
3,060
– – 0.33% 47
2020
Q4 		$498K Buy
+3,060
New +$488K 0.37% 42

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bordeaux Wealth Advisors's AMZN Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Amazon (AMZN) stake by 0.67% in Q2 2025, selling an estimated $41K and leaving 30,607 shares worth $6.71M. The position accounts for 0.86% of the portfolio, ranked #20.

Bordeaux Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 19 quarters since. 5,544 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Bordeaux Wealth Advisors held 30,607 shares of Amazon worth $6.71M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 207 Amazon shares in Q2 2025, an estimated $41K.
  • Amazon made up 0.86% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #20 holding.
  • Bordeaux Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 19 quarters since.
  • 5,544 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.