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Brookwood Investment Group’s Amazon AMZN Stock Holding History

Brookwood Investment Group’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 		$18.6M Buy
78,159
+7,795
+11% +$1.96M 2.1% 5
2026
Q1 		$14.7M Sell
70,364
-16,850
-19% -$3.71M 1.81% 6
2025
Q4 		$20.1M Buy
87,214
+704
+0.8% +$161K 2.42% 7
2025
Q3 		$19M Buy
86,510
+1,539
+2% +$348K 2.45% 5
2025
Q2 		$18.6M Buy
84,971
+2,889
+4% +$572K 3% 5
2025
Q1 		$15.6M Buy
+82,082
New +$17.8M 2.68% 7

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

Brookwood Investment Group's AMZN Position: Q2 2026 in Review

Brookwood Investment Group increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $1.96M and bringing the position to 78,159 shares worth $18.6M. The position accounts for 2.1% of the portfolio, ranked #5.

Brookwood Investment Group first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.1M in Q4 2025. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Brookwood Investment Group held 78,159 shares of Amazon worth $18.6M as of Q2 2026.
  • Brookwood Investment Group bought 7,795 Amazon shares in Q2 2026, an estimated $1.96M.
  • Amazon made up 2.1% of Brookwood Investment Group's portfolio in Q2 2026, its #5 holding.
  • Brookwood Investment Group first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Amazon position peaked at $20.1M in Q4 2025.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.