Burk Holdings’s Amazon AMZN Stock Holding History

Burk Holdings’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 Q1	$1.06M	Sell	5,093 -387	-7%	-$85.2K	0.45%	38
2025 Q4	$1.26M	Buy	5,480 +564	+11%	+$129K	0.6%	36
2025 Q3	$1.08M	Sell	4,916 -80	-2%	-$18.1K	0.58%	35
2025 Q2	$1.1M	Sell	4,996 -43	-0.9%	-$8.51K	0.69%	28
2025 Q1	$959K	Buy	5,039 +174	+4%	+$37.8K	0.72%	26
2024 Q4	$1.07M	Buy	+4,865	New	+$995K	0.86%	27

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Burk Holdings's AMZN Position: Q1 2026 in Review

Burk Holdings reduced its Amazon (AMZN) stake by 7.1% in Q1 2026, selling an estimated $85.2K and leaving 5,093 shares worth $1.06M. The position accounts for 0.45% of the portfolio, ranked #38.

Burk Holdings first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Burk Holdings held 5,093 shares of Amazon worth $1.06M as of Q1 2026.
Burk Holdings sold 387 Amazon shares in Q1 2026, an estimated $85.2K.
Amazon made up 0.45% of Burk Holdings's portfolio in Q1 2026, its #38 holding.
Burk Holdings first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
Burk Holdings's Amazon position peaked at $1.26M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.