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AMZN icon

Brogan Financial’s Amazon AMZN Stock Holding History

Brogan Financial’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 		$1.36M Buy
5,723
+1,382
+32% +$347K 0.55% 8
2026
Q1 		$904K Sell
4,341
-60
-1% -$13.2K 0.4% 13
2025
Q4 		$1.02M Sell
4,401
-398
-8% -$91.1K 0.44% 12
2025
Q3 		$1.05M Sell
4,799
-189
-4% -$42.8K 0.45% 11
2025
Q2 		$1.09M Buy
4,988
+783
+19% +$155K 0.49% 10
2025
Q1 		$800K Buy
4,205
+262
+7% +$56.9K 0.39% 14
2024
Q4 		$865K Buy
3,943
+198
+5% +$40.5K 0.42% 11
2024
Q3 		$698K Buy
3,745
+359
+11% +$65.5K 0.4% 17
2024
Q2 		$654K Buy
3,386
+13
+0.4% +$2.39K 0.41% 15
2024
Q1 		$608K Buy
3,373
+500
+17% +$83.5K 0.4% 17
2023
Q4 		$437K Sell
2,873
-100
-3% -$14K 0.32% 21
2023
Q3 		$378K Sell
2,973
-500
-14% -$67K 0.33% 24
2023
Q2 		$453K Hold
3,473
– – 0.38% 16
2023
Q1 		$359K Buy
3,473
+133
+4% +$12.8K 0.31% 25
2022
Q4 		$281K Buy
+3,340
New +$330K 0.25% 30

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

Brogan Financial's AMZN Position: Q2 2026 in Review

Brogan Financial increased its Amazon (AMZN) stake by 32% in Q2 2026, buying an estimated $347K and bringing the position to 5,723 shares worth $1.36M. The position accounts for 0.55% of the portfolio, ranked #8.

Brogan Financial first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Brogan Financial held 5,723 shares of Amazon worth $1.36M as of Q2 2026.
  • Brogan Financial bought 1,382 Amazon shares in Q2 2026, an estimated $347K.
  • Amazon made up 0.55% of Brogan Financial's portfolio in Q2 2026, its #8 holding.
  • Brogan Financial first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.