BA
AMZN icon

Brightwater Advisory’s Amazon AMZN Stock Holding History

Brightwater Advisory’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
Q1 		$586K Sell
2,816
-220
-7% -$48.4K 0.39% 40
2025
Q4 		$701K Buy
3,036
+20
+0.7% +$4.58K 0.47% 36
2025
Q3 		$662K Buy
3,016
+900
+43% +$204K 0.45% 37
2025
Q2 		$464K Buy
2,116
+10
+0.5% +$1.98K 0.33% 45
2025
Q1 		$401K Sell
2,106
-401
-16% -$87K 0.32% 45
2024
Q4 		$550K Sell
2,507
-285
-10% -$58.3K 0.43% 39
2024
Q3 		$520K Sell
2,792
-160
-5% -$29.2K 0.38% 43
2024
Q2 		$570K Buy
2,952
+147
+5% +$27K 0.44% 39
2024
Q1 		$506K Buy
2,805
+491
+21% +$82K 0.41% 41
2023
Q4 		$352K Buy
+2,314
New +$324K 0.3% 40

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brightwater Advisory's AMZN Position: Q1 2026 in Review

Brightwater Advisory reduced its Amazon (AMZN) stake by 7.2% in Q1 2026, selling an estimated $48.4K and leaving 2,816 shares worth $586K. The position accounts for 0.39% of the portfolio, ranked #40.

Brightwater Advisory first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $701K in Q4 2025. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Brightwater Advisory held 2,816 shares of Amazon worth $586K as of Q1 2026.
  • Brightwater Advisory sold 220 Amazon shares in Q1 2026, an estimated $48.4K.
  • Amazon made up 0.39% of Brightwater Advisory's portfolio in Q1 2026, its #40 holding.
  • Brightwater Advisory first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • Brightwater Advisory's Amazon position peaked at $701K in Q4 2025.
  • 5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.