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Beacon Financial Advisory LLC → AMZN
Beacon Financial Advisory LLC AMZN Position History
Amazon.com, Inc. • Retail Trade
Quarters held
6
Latest value
$7.1M
Q3 2026
Peak value
$7.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.1M |
| Q3 2025 | $242K |
| Q4 2025 | $5.4M |
| Q1 2026 | $5.5M |
| Q2 2026 | $6.5M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 28.3K | — | — |
| Q2 2026 | $6.5M | 27.2K | — | — |
| Q1 2026 | $5.5M | 26.2K | — | — |
| Q4 2025 | $5.4M | 23.2K | — | — |
| Q3 2025 | $242K | 8.8K | — | — |
| Q3 2025 | $5.1M | 23.2K | — | — |
Other funds holding AMZN
$176.3B
$172.9B
$166.4B
$149.9B
$94.7B
$94.7B
$89.7B
$83.8B
Other Beacon Financial Advisory LLC positions
COF-PN
$22.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$22MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$20.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
COF-PN
$18.2MCAPITAL GROUP DIVIDEND VALUE