Brown Financial Advisory’s Amazon AMZN Stock Holding History

Brown Financial Advisory’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	$552K	Sell	2,318 -210	-8%	-$52.7K	0.23%	23
2026 Q1	$527K	Sell	2,528 -13	-0.5%	-$2.86K	0.26%	26
2025 Q4	$587K	Hold	2,541	–	–	0.3%	26
2025 Q3	$558K	Hold	2,541	–	–	0.29%	27
2025 Q2	$557K	Buy	2,541 +1,348	+113%	+$267K	0.31%	27
2025 Q1	$227K	Buy	+1,193	New	+$259K	0.14%	49

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Brown Financial Advisory reduced its Amazon (AMZN) stake by 8.3% in Q2 2026, selling an estimated $52.7K and leaving 2,318 shares worth $552K. The position accounts for 0.23% of the portfolio, ranked #23.

Brown Financial Advisory first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $587K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Brown Financial Advisory held 2,318 shares of Amazon worth $552K as of Q2 2026.
Brown Financial Advisory sold 210 Amazon shares in Q2 2026, an estimated $52.7K.
Amazon made up 0.23% of Brown Financial Advisory's portfolio in Q2 2026, its #23 holding.
Brown Financial Advisory first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
Brown Financial Advisory's Amazon position peaked at $587K in Q4 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.