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Brendel Financial Advisors’s Amazon AMZN Stock Holding History

Brendel Financial 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 		$4.23M Sell
17,761
-119
-0.7% -$29.9K 1.96% 24
2026
Q1 		$3.72M Buy
17,880
+2,895
+19% +$637K 1.84% 26
2025
Q4 		$3.46M Buy
14,985
+773
+5% +$177K 1.7% 27
2025
Q3 		$3.12M Buy
14,212
+892
+7% +$202K 1.6% 28
2025
Q2 		$2.92M Buy
13,320
+1,233
+10% +$244K 1.64% 27
2025
Q1 		$2.3M Sell
12,087
-1,368
-10% -$297K 1.4% 32
2024
Q4 		$2.95M Buy
13,455
+312
+2% +$63.8K 1.79% 23
2024
Q3 		$2.45M Buy
13,143
+1,042
+9% +$190K 1.39% 31
2024
Q2 		$2.34M Buy
12,101
+10,090
+502% +$1.85M 1.49% 29
2024
Q1 		$363K Sell
2,011
-50
-2% -$8.35K 0.42% 43
2023
Q4 		$313K Buy
+2,061
New +$289K 0.21% 72
2023
Q2 		– Sell
-2,306
Closed -$238K – 51
2023
Q1 		$238K Buy
+2,306
New +$223K 0.18% 76
2022
Q2 		– Sell
-1,960
Closed -$319K – 93
2022
Q1 		$319K Sell
1,960
-15,900
-89% -$2.46M 0.17% 88
2021
Q4 		$2.98M Buy
+17,860
New +$3.06M 1.54% 26
2021
Q3 		– Sell
-16,060
Closed -$2.76M – 70
2021
Q2 		$2.76M Sell
16,060
-1,180
-7% -$196K 1.52% 21
2021
Q1 		$2.67M Sell
17,240
-2,060
-11% -$327K 1.79% 23
2020
Q4 		$3.14M Sell
19,300
-260
-1% -$41.5K 2.14% 19
2020
Q3 		$3.08M Buy
19,560
+240
+1% +$37.8K 2.46% 13
2020
Q2 		$2.67M Sell
19,320
-460
-2% -$55.6K 2.3% 15
2020
Q1 		$1.93M Buy
19,780
+2,720
+16% +$263K 2.27% 19
2019
Q4 		$1.58M Sell
17,060
-3,560
-17% -$315K 1.34% 32
2019
Q3 		$1.79M Buy
20,620
+1,340
+7% +$124K 1.61% 30
2019
Q2 		$1.82M Sell
19,280
-320
-2% -$29.8K 1.77% 30
2019
Q1 		$1.75M Sell
19,600
-2,660
-12% -$221K 1.57% 33
2018
Q4 		$1.67M Buy
+22,260
New +$1.85M 1.92% 20

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

Brendel Financial Advisors's AMZN Position: Q2 2026 in Review

Brendel Financial Advisors reduced its Amazon (AMZN) stake by 0.67% in Q2 2026, selling an estimated $29.9K and leaving 17,761 shares worth $4.23M. The position accounts for 1.96% of the portfolio, ranked #24.

Brendel Financial Advisors first reported a position in AMZN in Q4 2018 and has held it in 25 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Brendel Financial Advisors held 17,761 shares of Amazon worth $4.23M as of Q2 2026.
  • Brendel Financial Advisors sold 119 Amazon shares in Q2 2026, an estimated $29.9K.
  • Amazon made up 1.96% of Brendel Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Brendel Financial Advisors first reported a position in Amazon in Q4 2018 and has held it in 25 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.