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AMZN icon

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
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 $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

Brio Consultants's AMZN Position: Q1 2026 in Review

Brio Consultants increased its Amazon (AMZN) stake by 14% in Q1 2026, buying an estimated $252K and bringing the position to 9,397 shares worth $2.57M. The position accounts for 0.31% of the portfolio, ranked #51.

Brio Consultants first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Brio Consultants held 9,397 shares of Amazon worth $2.57M as of Q1 2026.
  • Brio Consultants bought 1,146 Amazon shares in Q1 2026, an estimated $252K.
  • Amazon made up 0.31% of Brio Consultants's portfolio in Q1 2026, its #51 holding.
  • Brio Consultants first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.