BEW
AMZN icon

Burton Enright Welch’s Amazon AMZN Stock Holding History

Burton Enright Welch’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 		$3.13M Buy
13,140
+447
+4% +$112K 0.37% 31
2026
Q1 		$2.64M Buy
12,693
+576
+5% +$127K 0.36% 34
2025
Q4 		$2.8M Buy
12,117
+292
+2% +$66.8K 0.39% 35
2025
Q3 		$2.6M Sell
11,825
-238
-2% -$53.9K 0.39% 33
2025
Q2 		$2.65M Sell
12,063
-5,230
-30% -$1.03M 0.46% 30
2025
Q1 		$3.29M Sell
17,293
-3,790
-18% -$822K 0.67% 21
2024
Q4 		$4.63M Buy
21,083
+186
+0.9% +$38.1K 0.97% 18
2024
Q3 		$3.89M Buy
20,897
+41
+0.2% +$7.48K 0.84% 19
2024
Q2 		$4.03M Sell
20,856
-62
-0.3% -$11.4K 0.93% 19
2024
Q1 		$3.77M Sell
20,918
-29,368
-58% -$4.9M 0.91% 19
2023
Q4 		$7.64M Buy
50,286
+13
+0% +$1.82K 2.04% 12
2023
Q3 		$6.39M Sell
50,273
-630
-1% -$84.4K 1.97% 13
2023
Q2 		$6.64M Buy
50,903
+573
+1% +$65.4K 2.07% 13
2023
Q1 		$5.2M Buy
50,330
+761
+2% +$73.5K 1.98% 14
2022
Q4 		$4.16M Buy
49,569
+460
+0.9% +$45.4K 1.73% 13
2022
Q3 		$5.55M Buy
49,109
+231
+0.5% +$29.2K 2.75% 10
2022
Q2 		$5.19M Buy
48,878
+198
+0.4% +$24.8K 3.12% 9
2022
Q1 		$7.93M Sell
48,680
-80
-0.2% -$12.4K 4.38% 5
2021
Q4 		$8.13M Buy
+48,760
New +$8.35M 5.44% 4

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

Burton Enright Welch's AMZN Position: Q2 2026 in Review

Burton Enright Welch increased its Amazon (AMZN) stake by 3.5% in Q2 2026, buying an estimated $112K and bringing the position to 13,140 shares worth $3.13M. The position accounts for 0.37% of the portfolio, ranked #31.

Burton Enright Welch first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.13M in Q4 2021. 6,122 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Burton Enright Welch held 13,140 shares of Amazon worth $3.13M as of Q2 2026.
  • Burton Enright Welch bought 447 Amazon shares in Q2 2026, an estimated $112K.
  • Amazon made up 0.37% of Burton Enright Welch's portfolio in Q2 2026, its #31 holding.
  • Burton Enright Welch first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Amazon position peaked at $8.13M in Q4 2021.
  • 6,122 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.