Richard Bernstein Advisors’s Amazon AMZN Stock Holding History

Richard Bernstein Advisors’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	$13.9M	Hold	66,685	–	–	0.4%	19
2025 Q4	$15.4M	Sell	66,685 -7,262	-10%	-$1.66M	0.45%	20
2025 Q3	$16.2M	Sell	73,947 -86,905	-54%	-$19.7M	0.46%	22
2025 Q2	$35.3M	Sell	160,852 -14,376	-8%	-$2.84M	0.87%	21
2025 Q1	$33.3M	Sell	175,228 -8,987	-5%	-$1.95M	0.81%	23
2024 Q4	$40.4M	Sell	184,215 -9,222	-5%	-$1.89M	0.92%	25
2024 Q3	$36M	Sell	193,437 -4,263	-2%	-$778K	0.77%	27
2024 Q2	$38.2M	Buy	197,700 +2,119	+1%	+$389K	0.85%	27
2024 Q1	$35.3M	Sell	195,581 -50	-0%	-$8.35K	0.76%	29
2023 Q4	$29.7M	Sell	195,631 -12,598	-6%	-$1.77M	0.66%	27
2023 Q3	$26.5M	Hold	208,229	–	–	0.59%	30
2023 Q2	$27.1M	Sell	208,229 -23,828	-10%	-$2.72M	0.57%	24
2023 Q1	$24M	Hold	232,057	–	–	0.51%	26
2022 Q4	$19.5M	Sell	232,057 -13,545	-6%	-$1.34M	0.44%	29
2022 Q3	$27.8M	Sell	245,602 -13,444	-5%	-$1.7M	0.69%	29
2022 Q2	$27.5M	Buy	259,046 +5,946	+2%	+$744K	0.6%	32
2022 Q1	$41.3M	Buy	253,100 +14,420	+6%	+$2.23M	0.82%	32
2021 Q4	$39.8M	Hold	238,680	–	–	0.77%	31
2021 Q3	$39.2M	Buy	238,680 +13,540	+6%	+$2.34M	0.79%	30
2021 Q2	$38.7M	Hold	225,140	–	–	0.8%	30
2021 Q1	$34.8M	Sell	225,140 -7,540	-3%	-$1.2M	0.8%	27
2020 Q4	$37.9M	Hold	232,680	–	–	0.93%	24
2020 Q3	$36.6M	Hold	232,680	–	–	1.03%	20
2020 Q2	$32.1M	Buy	232,680 +25,220	+12%	+$3.05M	1.01%	18
2020 Q1	$20.2M	Sell	207,460 -21,860	-10%	-$2.12M	0.72%	19
2019 Q4	$21.2M	Sell	229,320 -17,460	-7%	-$1.55M	0.69%	18
2019 Q3	$21.4M	Hold	246,780	–	–	0.7%	18
2019 Q2	$23.4M	Buy	246,780 +4,240	+2%	+$395K	0.78%	17
2019 Q1	$21.6M	Sell	242,540 -74,560	-24%	-$6.2M	0.7%	15
2018 Q4	$23.8M	Hold	317,100	–	–	0.88%	18
2018 Q3	$31.8M	Sell	317,100 -8,840	-3%	-$831K	0.91%	18
2018 Q2	$27.7M	Sell	325,940 -8,100	-2%	-$643K	0.89%	19
2018 Q1	$24.2M	Buy	334,040 +41,680	+14%	+$2.98M	0.86%	17
2017 Q4	$17.1M	Buy	292,360 +37,180	+15%	+$2.05M	0.75%	20
2017 Q3	$12.3M	Hold	255,180	–	–	0.85%	22
2017 Q2	$12.4M	Hold	255,180	–	–	0.94%	18
2017 Q1	$11.3M	Sell	255,180 -60,580	-19%	-$2.52M	0.88%	22
2016 Q4	$11.8M	Hold	315,760	–	–	0.99%	15
2016 Q3	$13.2M	Hold	315,760	–	–	1.26%	11
2016 Q2	$11.3M	Hold	315,760	–	–	1.07%	12
2016 Q1	$9.37M	Buy	315,760 +42,320	+15%	+$1.2M	0.94%	16
2015 Q4	$9.24M	Hold	273,440	–	–	1.18%	11
2015 Q3	$7M	Hold	273,440	–	–	0.96%	22
2015 Q2	$5.93M	Buy	+273,440	New	+$5.71M	0.72%	42

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Richard Bernstein Advisors's AMZN Position: Q1 2026 in Review

Richard Bernstein Advisors held its Amazon (AMZN) position steady in Q1 2026 at 66,685 shares worth $13.9M. The position accounts for 0.4% of the portfolio, ranked #19.

Richard Bernstein Advisors first reported a position in AMZN in Q2 2015 and has held it in 44 quarters since. The position peaked at $41.3M in Q1 2022. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Richard Bernstein Advisors held 66,685 shares of Amazon worth $13.9M as of Q1 2026.
Richard Bernstein Advisors left its Amazon share count unchanged in Q1 2026.
Amazon made up 0.4% of Richard Bernstein Advisors's portfolio in Q1 2026, its #19 holding.
Richard Bernstein Advisors first reported a position in Amazon in Q2 2015 and has held it in 44 quarters since.
Richard Bernstein Advisors's Amazon position peaked at $41.3M in Q1 2022.
5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.