Burr Financial Services’s Amazon AMZN Stock Holding History

Burr 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 Q3	$3.14M	Sell	12,591 -1,357	-10%	-$345K	1.92%	12
2026 Q2	$3.32M	Buy	13,948 +564	+4%	+$142K	2.06%	9
2026 Q1	$2.79M	Sell	13,384 -34,356	-72%	-$7.56M	2.22%	8
2025 Q4	$11M	Sell	47,740 -1,989	-4%	-$455K	8.24%	4
2025 Q3	$10.9M	Buy	49,729 +3,837	+8%	+$869K	8.11%	5
2025 Q2	$10.1M	Sell	45,892 -5,819	-11%	-$1.15M	8.47%	3
2025 Q1	$9.8M	Sell	51,711 -1,005	-2%	-$218K	7.72%	4
2024 Q4	$11.6M	Buy	52,716 +3,779	+8%	+$773K	7.8%	4
2024 Q3	$9.12M	Sell	48,937 -30	-0.1%	-$5.47K	6.46%	3
2024 Q2	$9.46M	Sell	48,967 -2,163	-4%	-$397K	6.61%	2
2024 Q1	$9.7M	Buy	51,130 +780	+2%	+$130K	7.53%	3
2023 Q4	$9.24M	Buy	+50,350	New	+$7.06M	7.07%	3

Other funds holding AMZN

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Burr Financial Services's AMZN Position: Q3 2026 in Review

Burr Financial Services reduced its Amazon (AMZN) stake by 9.7% in Q3 2026, selling an estimated $345K and leaving 12,591 shares worth $3.14M. The position accounts for 1.92% of the portfolio, ranked #12.

Burr Financial Services first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.6M in Q4 2024. 5,063 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Burr Financial Services held 12,591 shares of Amazon worth $3.14M as of Q3 2026.
Burr Financial Services sold 1,357 Amazon shares in Q3 2026, an estimated $345K.
Amazon made up 1.92% of Burr Financial Services's portfolio in Q3 2026, its #12 holding.
Burr Financial Services first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
Burr Financial Services's Amazon position peaked at $11.6M in Q4 2024.
5,063 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.