Broadwater Capital’s Amazon AMZN Stock Holding History

Broadwater Capital’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	$124K	Hold	520	–	–	0.09%	81
2026 Q1	$120K	Hold	520	–	–	0.09%	77
2025 Q4	$120K	Hold	520	–	–	0.09%	77
2025 Q3	$114K	Sell	520 -113,563	-100%	-$25.7M	0.08%	87
2025 Q2	$114M	Buy	114,083 +113,563	+21,839%	+$22.5M	0.09%	87
2025 Q1	$98.9K	Sell	520 -100	-16%	-$21.7K	0.08%	94
2024 Q4	$136K	Hold	620	–	–	0.1%	85
2024 Q3	$116K	Hold	620	–	–	0.09%	91
2024 Q2	$120K	Hold	620	–	–	0.09%	89
2024 Q1	$112K	Hold	620	–	–	0.09%	94
2023 Q4	$94.2K	Buy	+620	New	+$86.9K	0.07%	99

Other funds holding AMZN

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Broadwater Capital's AMZN Position: Q2 2026 in Review

Broadwater Capital held its Amazon (AMZN) position steady in Q2 2026 at 520 shares worth $124K. The position accounts for 0.09% of the portfolio, ranked #81.

Broadwater Capital first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $114M in Q2 2025. 3,503 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Broadwater Capital held 520 shares of Amazon worth $124K as of Q2 2026.
Broadwater Capital left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.09% of Broadwater Capital's portfolio in Q2 2026, its #81 holding.
Broadwater Capital first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Amazon position peaked at $114M in Q2 2025.
3,503 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.