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Briaud Financial Planning’s Amazon AMZN Stock Holding History

Briaud Financial Planning’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 		$545K Hold
2,285
– – 0.14% 21
2026
Q1 		$476K Hold
2,285
– – 0.12% 21
2025
Q4 		$527K Hold
2,285
– – 0.13% 19
2025
Q3 		$502K Sell
2,285
-39
-2% -$8.83K 0.16% 20
2025
Q2 		$509K Buy
2,324
+223
+11% +$44.1K 0.2% 19
2025
Q1 		$399K Hold
2,101
– – 0.16% 19
2024
Q4 		$460K Buy
2,101
+2,041
+3,402% +$418K 0.19% 19
2024
Q3 		$11K Hold
60
– – 0.01% 104
2024
Q2 		$11K Hold
60
– – 0.01% 102
2024
Q1 		$11K Buy
+60
New +$10K 0.01% 99
2023
Q4 		– Sell
-140
Closed -$17K – 21
2023
Q3 		$17K Buy
+140
New +$18.8K 0.01% 93

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

Briaud Financial Planning's AMZN Position: Q2 2026 in Review

Briaud Financial Planning held its Amazon (AMZN) position steady in Q2 2026 at 2,285 shares worth $545K. The position accounts for 0.14% of the portfolio, ranked #21.

Briaud Financial Planning first reported a position in AMZN in Q3 2023 and has held it in 11 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Briaud Financial Planning held 2,285 shares of Amazon worth $545K as of Q2 2026.
  • Briaud Financial Planning left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.14% of Briaud Financial Planning's portfolio in Q2 2026, its #21 holding.
  • Briaud Financial Planning first reported a position in Amazon in Q3 2023 and has held it in 11 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.