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Brio Consultants’s Amazon AMZN Stock Holding History

Brio Consultants’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 		$2.35M Buy
9,853
+456
+5% +$114K 0.28% 52
2026
Q1 		$2.57M Buy
9,397
+1,146
+14% +$252K 0.31% 51
2025
Q4 		$1.9M Sell
8,251
-40
-0.5% -$9.15K 0.25% 55
2025
Q3 		$1.82M Buy
8,291
+392
+5% +$88.7K 0.25% 53
2025
Q2 		$1.73M Buy
7,899
+345
+5% +$68.3K 0.25% 54
2025
Q1 		$1.44M Buy
7,554
+623
+9% +$135K 0.23% 57
2024
Q4 		$1.52M Buy
6,931
+785
+13% +$161K 0.24% 56
2024
Q3 		$1.15M Sell
6,146
-124
-2% -$22.6K 0.18% 61
2024
Q2 		$1.21M Buy
6,270
+449
+8% +$82.5K 0.2% 57
2024
Q1 		$1.05M Sell
5,821
-92
-2% -$15.4K 0.18% 57
2023
Q4 		$898K Buy
5,913
+246
+4% +$34.5K 0.16% 59
2023
Q3 		$720K Buy
5,667
+373
+7% +$50K 0.14% 59
2023
Q2 		$690K Sell
5,294
-160
-3% -$18.3K 0.12% 59
2023
Q1 		$563K Buy
5,454
+1,760
+48% +$170K 0.1% 63
2022
Q4 		$310K Sell
3,694
-79
-2% -$7.8K 0.06% 77
2022
Q3 		$452K Sell
3,773
-1,553
-29% -$196K 0.1% 68
2022
Q2 		$588K Buy
5,326
+546
+11% +$68.3K 0.13% 54
2022
Q1 		$779K Sell
4,780
-20
-0.4% -$3.09K 0.17% 43
2021
Q4 		$800K Sell
4,800
-1,000
-17% -$171K 0.19% 39
2021
Q3 		$953K Buy
5,800
+920
+19% +$159K 0.23% 40
2021
Q2 		$839K Buy
4,880
+3,020
+162% +$502K 0.21% 41
2021
Q1 		$288K Hold
1,860
– – 0.08% 61
2020
Q4 		$303K Sell
1,860
-420
-18% -$67K 0.1% 55
2020
Q3 		$359K Buy
2,280
+60
+3% +$9.46K 0.11% 52
2020
Q2 		$306K Hold
2,220
– – 0.1% 50
2020
Q1 		$216K Hold
2,220
– – 0.09% 60
2019
Q4 		$205K Buy
+2,220
New +$196K 0.07% 76

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

Brio Consultants's AMZN Position: Q2 2026 in Review

Brio Consultants increased its Amazon (AMZN) stake by 4.9% in Q2 2026, buying an estimated $114K and bringing the position to 9,853 shares worth $2.35M. The position accounts for 0.28% of the portfolio, ranked #52.

Brio Consultants first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.57M in Q1 2026. 6,155 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Brio Consultants held 9,853 shares of Amazon worth $2.35M as of Q2 2026.
  • Brio Consultants bought 456 Amazon shares in Q2 2026, an estimated $114K.
  • Amazon made up 0.28% of Brio Consultants's portfolio in Q2 2026, its #52 holding.
  • Brio Consultants first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Brio Consultants's Amazon position peaked at $2.57M in Q1 2026.
  • 6,155 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.