Burling Wealth Partners’s Amazon AMZN Stock Holding History

Burling Wealth Partners’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	$30M	Buy	125,705 +748	+0.6%	+$188K	4.38%	2
2026 Q1	$26M	Buy	124,957 +1,553	+1%	+$342K	4.21%	3
2025 Q4	$28.5M	Buy	123,404 +6,612	+6%	+$1.51M	4.43%	3
2025 Q3	$25.6M	Buy	116,792 +2,474	+2%	+$560K	4.25%	3
2025 Q2	$25.1M	Buy	114,318 +5,061	+5%	+$1M	4.63%	2
2025 Q1	$20.8M	Buy	109,257 +1,523	+1%	+$330K	4.38%	3
2024 Q4	$23.6M	Buy	+107,734	New	+$22M	4.82%	3

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

Burling Wealth Partners's AMZN Position: Q2 2026 in Review

Burling Wealth Partners increased its Amazon (AMZN) stake by 0.6% in Q2 2026, buying an estimated $188K and bringing the position to 125,705 shares worth $30M. The position accounts for 4.38% of the portfolio, ranked #2.

Burling Wealth Partners first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Burling Wealth Partners held 125,705 shares of Amazon worth $30M as of Q2 2026.
Burling Wealth Partners bought 748 Amazon shares in Q2 2026, an estimated $188K.
Amazon made up 4.38% of Burling Wealth Partners's portfolio in Q2 2026, its #2 holding.
Burling Wealth Partners first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.