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AMZN icon

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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
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. 3,500 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.
  • 3,500 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.