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Boreal Capital Management’s Amazon AMZN Stock Holding History

Boreal Capital 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 		$5.75M Sell
24,122
-1,525
-6% -$383K 4.28% 2
2026
Q1 		$5.34M Buy
25,647
+4,450
+21% +$980K 4.34% 2
2025
Q4 		$4.89M Buy
21,197
+4,449
+27% +$1.02M 3.69% 2
2025
Q3 		$3.68M Buy
16,748
+3,075
+22% +$696K 2.96% 6
2025
Q2 		$3M Buy
+13,673
New +$2.71M 2.48% 7

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

Boreal Capital Management's AMZN Position: Q2 2026 in Review

Boreal Capital Management reduced its Amazon (AMZN) stake by 5.9% in Q2 2026, selling an estimated $383K and leaving 24,122 shares worth $5.75M. The position accounts for 4.28% of the portfolio, ranked #2.

Boreal Capital Management first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Boreal Capital Management held 24,122 shares of Amazon worth $5.75M as of Q2 2026.
  • Boreal Capital Management sold 1,525 Amazon shares in Q2 2026, an estimated $383K.
  • Amazon made up 4.28% of Boreal Capital Management's portfolio in Q2 2026, its #2 holding.
  • Boreal Capital Management first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.