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Burkett Asset Management’s Amazon AMZN Stock Holding History

Burkett Asset 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 		$803K Sell
3,370
-600
-15% -$151K 0.75% 35
2026
Q1 		$827K Buy
3,970
+380
+11% +$83.7K 0.82% 33
2025
Q4 		$829K Buy
+3,590
New +$821K 0.84% 32

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

Burkett Asset Management's AMZN Position: Q2 2026 in Review

Burkett Asset Management reduced its Amazon (AMZN) stake by 15% in Q2 2026, selling an estimated $151K and leaving 3,370 shares worth $803K. The position accounts for 0.75% of the portfolio, ranked #35.

Burkett Asset Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $829K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Burkett Asset Management held 3,370 shares of Amazon worth $803K as of Q2 2026.
  • Burkett Asset Management sold 600 Amazon shares in Q2 2026, an estimated $151K.
  • Amazon made up 0.75% of Burkett Asset Management's portfolio in Q2 2026, its #35 holding.
  • Burkett Asset Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Burkett Asset Management's Amazon position peaked at $829K in Q4 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.