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AMZN icon

Goepper Burkhardt’s Amazon AMZN Stock Holding History

Goepper Burkhardt’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
Q1 		$925K Sell
4,442
-738
-14% -$162K 0.31% 39
2025
Q4 		$1.2M Sell
5,180
-35
-0.7% -$8.01K 0.39% 32
2025
Q3 		$1.15M Sell
5,215
-527
-9% -$119K 0.39% 32
2025
Q2 		$1.26M Buy
5,742
+545
+10% +$108K 0.46% 26
2025
Q1 		$989K Buy
5,197
+336
+7% +$72.9K 0.4% 32
2024
Q4 		$1.07M Hold
4,861
– – 0.43% 31
2024
Q3 		$906K Buy
4,861
+989
+26% +$180K 0.37% 35
2024
Q2 		$748K Buy
3,872
+30
+0.8% +$5.51K 0.34% 37
2024
Q1 		$720K Buy
3,842
+25
+0.7% +$4.17K 0.34% 38
2023
Q4 		$666K Buy
3,817
+1,266
+50% +$177K 0.33% 37
2023
Q3 		$324K Buy
2,551
+38
+2% +$5.09K 0.2% 47
2023
Q2 		$328K Sell
2,513
-15
-0.6% -$1.71K 0.2% 50
2023
Q1 		$261K Sell
2,528
-159
-6% -$15.4K 0.17% 57
2022
Q4 		$226K Buy
2,687
+268
+11% +$26.5K 0.16% 58
2022
Q3 		$273K Buy
2,419
+60
+3% +$7.58K 0.2% 46
2022
Q2 		$251K Sell
2,359
-2,621
-53% -$328K 0.18% 53
2022
Q1 		$814K Buy
4,980
+220
+5% +$34K 0.49% 27
2021
Q4 		$793K Buy
4,760
+420
+10% +$71.9K 0.47% 28
2021
Q3 		$715K Buy
4,340
+240
+6% +$41.4K 0.46% 30
2021
Q2 		$704K Buy
4,100
+2,260
+123% +$376K 0.44% 30
2021
Q1 		$285K Buy
1,840
+20
+1% +$3.17K 0.19% 51
2020
Q4 		$296K Buy
+1,820
New +$290K 0.21% 47

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goepper Burkhardt's AMZN Position: Q1 2026 in Review

Goepper Burkhardt reduced its Amazon (AMZN) stake by 14% in Q1 2026, selling an estimated $162K and leaving 4,442 shares worth $925K. The position accounts for 0.31% of the portfolio, ranked #39.

Goepper Burkhardt first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.26M in Q2 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Goepper Burkhardt held 4,442 shares of Amazon worth $925K as of Q1 2026.
  • Goepper Burkhardt sold 738 Amazon shares in Q1 2026, an estimated $162K.
  • Amazon made up 0.31% of Goepper Burkhardt's portfolio in Q1 2026, its #39 holding.
  • Goepper Burkhardt first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Amazon position peaked at $1.26M in Q2 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.