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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
Q2 		$681K Buy
2,859
+43
+2% +$10.8K 0.43% 36
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 $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

Brightwater Advisory's AMZN Position: Q2 2026 in Review

Brightwater Advisory increased its Amazon (AMZN) stake by 1.5% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,859 shares worth $681K. The position accounts for 0.43% of the portfolio, ranked #36.

Brightwater Advisory first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $701K in Q4 2025. 6,155 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Brightwater Advisory held 2,859 shares of Amazon worth $681K as of Q2 2026.
  • Brightwater Advisory bought 43 Amazon shares in Q2 2026, an estimated $10.8K.
  • Amazon made up 0.43% of Brightwater Advisory's portfolio in Q2 2026, its #36 holding.
  • Brightwater Advisory first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Brightwater Advisory's Amazon position peaked at $701K in Q4 2025.
  • 6,155 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.