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Brown Wealth Management’s Amazon AMZN Stock Holding History

Brown Wealth Management’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 		$2.04M Buy
8,557
+276
+3% +$69.3K 0.46% 36
2026
Q1 		$1.72M Buy
8,281
+217
+3% +$47.8K 0.44% 40
2025
Q4 		$1.86M Sell
8,064
-434
-5% -$99.3K 0.49% 40
2025
Q3 		$1.87M Buy
8,498
+822
+11% +$186K 0.52% 40
2025
Q2 		$1.68M Buy
7,676
+336
+5% +$66.5K 0.52% 40
2025
Q1 		$1.4M Buy
7,340
+3,535
+93% +$767K 0.48% 43
2024
Q4 		$835K Buy
3,805
+235
+7% +$48.1K 0.3% 44
2024
Q3 		$665K Buy
3,570
+234
+7% +$42.7K 0.24% 50
2024
Q2 		$645K Buy
3,336
+28
+0.8% +$5.14K 0.26% 49
2024
Q1 		$597K Sell
3,308
-22
-0.7% -$3.67K 0.25% 49
2023
Q4 		$506K Buy
3,330
+55
+2% +$7.71K 0.22% 54
2023
Q3 		$416K Sell
3,275
-1,121
-26% -$150K 0.2% 55
2023
Q2 		$573K Buy
+4,396
New +$502K 0.3% 50

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 Wealth Management's AMZN Position: Q2 2026 in Review

Brown Wealth Management increased its Amazon (AMZN) stake by 3.3% in Q2 2026, buying an estimated $69.3K and bringing the position to 8,557 shares worth $2.04M. The position accounts for 0.46% of the portfolio, ranked #36.

Brown Wealth Management first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Brown Wealth Management held 8,557 shares of Amazon worth $2.04M as of Q2 2026.
  • Brown Wealth Management bought 276 Amazon shares in Q2 2026, an estimated $69.3K.
  • Amazon made up 0.46% of Brown Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Brown Wealth Management first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.