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Brown Financial Advisors’s Amazon AMZN Stock Holding History

Brown Financial Advisors’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 		$6.39M Sell
26,802
-3,655
-12% -$917K 2.23% 5
2026
Q1 		$6.34M Sell
30,457
-384
-1% -$84.5K 2.4% 3
2025
Q4 		$7.12M Buy
30,841
+107
+0.3% +$24.5K 2.61% 4
2025
Q3 		$6.75M Buy
30,734
+191
+0.6% +$43.2K 2.49% 5
2025
Q2 		$6.7M Sell
30,543
-374
-1% -$74K 2.62% 4
2025
Q1 		$5.88M Buy
30,917
+3,808
+14% +$826K 2.43% 4
2024
Q4 		$5.95M Buy
27,109
+2,187
+9% +$447K 2.39% 7
2024
Q3 		$4.64M Buy
24,922
+241
+1% +$44K 1.91% 11
2024
Q2 		$4.77M Buy
+24,681
New +$4.53M 2.13% 6

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

Brown Financial Advisors's AMZN Position: Q2 2026 in Review

Brown Financial Advisors reduced its Amazon (AMZN) stake by 12% in Q2 2026, selling an estimated $917K and leaving 26,802 shares worth $6.39M. The position accounts for 2.23% of the portfolio, ranked #5.

Brown Financial Advisors first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.12M in Q4 2025. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Brown Financial Advisors held 26,802 shares of Amazon worth $6.39M as of Q2 2026.
  • Brown Financial Advisors sold 3,655 Amazon shares in Q2 2026, an estimated $917K.
  • Amazon made up 2.23% of Brown Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Brown Financial Advisors first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
  • Brown Financial Advisors's Amazon position peaked at $7.12M in Q4 2025.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.