Burkett Financial Services’s Amazon AMZN Stock Holding History

Burkett Financial Services’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	$1.19M	Sell	5,000 -14	-0.3%	-$3.51K	0.37%	22
2026 Q1	$1.04M	Hold	5,014	–	–	0.36%	24
2025 Q4	$1.16M	Hold	5,014	–	–	0.39%	23
2025 Q3	$1.1M	Sell	5,014 -1	-0%	-$226	0.38%	23
2025 Q2	$1.1M	Sell	5,015 -2	-0%	-$396	0.4%	22
2025 Q1	$955K	Buy	5,017 +24	+0.5%	+$5.21K	0.39%	21
2024 Q4	$1.1M	Buy	4,993 +200	+4%	+$40.9K	0.45%	20
2024 Q3	$893K	Hold	4,793	–	–	0.37%	22
2024 Q2	$926K	Sell	4,793 -13	-0.3%	-$2.39K	0.48%	19
2024 Q1	$867K	Buy	4,806 +400	+9%	+$66.8K	0.45%	20
2023 Q4	$669K	Buy	+4,406	New	+$618K	0.37%	24

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Burkett Financial Services's AMZN Position: Q2 2026 in Review

Burkett Financial Services reduced its Amazon (AMZN) stake by 0.28% in Q2 2026, selling an estimated $3.51K and leaving 5,000 shares worth $1.19M. The position accounts for 0.37% of the portfolio, ranked #22.

Burkett Financial Services first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Burkett Financial Services held 5,000 shares of Amazon worth $1.19M as of Q2 2026.
Burkett Financial Services sold 14 Amazon shares in Q2 2026, an estimated $3.51K.
Amazon made up 0.37% of Burkett Financial Services's portfolio in Q2 2026, its #22 holding.
Burkett Financial Services first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.