BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Amazon AMZN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$7.93M	Sell	33,255 -8,467	-20%	-$2.13M	1.07%	7
2026 Q1	$8.69M	Sell	41,722 -1,715	-4%	-$378K	1.17%	9
2025 Q4	$10M	Buy	43,437 +3,309	+8%	+$757K	1.32%	9
2025 Q3	$8.81M	Sell	40,128 -956	-2%	-$216K	1.25%	9
2025 Q2	$9.01M	Sell	41,084 -2,792	-6%	-$553K	1.41%	8
2025 Q1	$8.35M	Buy	43,876 +1,787	+4%	+$388K	1.38%	7
2024 Q4	$9.23M	Sell	42,089 -5,553	-12%	-$1.14M	1.56%	8
2024 Q3	$8.88M	Buy	+47,642	New	+$8.69M	1.4%	7

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AMZN Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Amazon (AMZN) stake by 20% in Q2 2026, selling an estimated $2.13M and leaving 33,255 shares worth $7.93M. The position accounts for 1.07% of the portfolio, ranked #7.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. The position peaked at $10M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 33,255 shares of Amazon worth $7.93M as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 8,467 Amazon shares in Q2 2026, an estimated $2.13M.
Amazon made up 1.07% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #7 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Amazon position peaked at $10M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.