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 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	$9.84M	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	$9.65M	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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Burr Financial Services increased its Amazon (AMZN) stake by 4.2% in Q2 2026, buying an estimated $142K and bringing the position to 13,948 shares worth $3.32M. The position accounts for 2.06% of the portfolio, ranked #9.

Burr Financial Services first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q4 2024. 5,848 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Burr Financial Services held 13,948 shares of Amazon worth $3.32M as of Q2 2026.
Burr Financial Services bought 564 Amazon shares in Q2 2026, an estimated $142K.
Amazon made up 2.06% of Burr Financial Services's portfolio in Q2 2026, its #9 holding.
Burr Financial Services first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Burr Financial Services's Amazon position peaked at $11.6M in Q4 2024.
5,848 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.