Alan B. Lancz & Associates’s Amazon AMZN Stock Holding History

Alan B. Lancz & Associates’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	$1.98M	Sell	9,523 -700	-7%	-$154K	1.92%	10
2025 Q4	$2.36M	Buy	10,223 +2	+0%	+$458	2.07%	10
2025 Q3	$2.24M	Buy	10,221 +50	+0.5%	+$11.3K	2.03%	11
2025 Q2	$2.23M	Buy	10,171 +317	+3%	+$62.7K	2.23%	10
2025 Q1	$1.87M	Sell	9,854 -740	-7%	-$161K	2%	11
2024 Q4	$2.32M	Hold	10,594	–	–	2.36%	11
2024 Q3	$1.97M	Buy	10,594 +200	+2%	+$36.5K	1.81%	10
2024 Q2	$2.01M	Buy	+10,394	New	+$1.91M	1.99%	9
2023 Q4	$1.58M	Sell	10,394 -475	-4%	-$66.6K	1.66%	12
2023 Q3	$1.38M	Sell	10,869 -240	-2%	-$32.2K	1.57%	15
2023 Q2	$1.45M	Buy	11,109 +200	+2%	+$22.8K	1.55%	15
2023 Q1	$1.13M	Buy	10,909 +9	+0.1%	+$870	1.17%	17
2022 Q4	$1.07M	Hold	10,900	–	–	1.08%	19
2022 Q3	$1.23M	Hold	10,900	–	–	1.46%	12
2022 Q2	$1.47M	Sell	10,900 -200	-2%	-$25K	1.46%	11
2022 Q1	$1.81M	Buy	11,100 +1,700	+18%	+$263K	1.6%	10
2021 Q4	$1.57M	Buy	+9,400	New	+$1.61M	1.37%	16

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

Alan B. Lancz & Associates's AMZN Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Amazon (AMZN) stake by 6.8% in Q1 2026, selling an estimated $154K and leaving 9,523 shares worth $1.98M. The position accounts for 1.92% of the portfolio, ranked #10.

Alan B. Lancz & Associates first reported a position in AMZN in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.36M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Alan B. Lancz & Associates held 9,523 shares of Amazon worth $1.98M as of Q1 2026.
Alan B. Lancz & Associates sold 700 Amazon shares in Q1 2026, an estimated $154K.
Amazon made up 1.92% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #10 holding.
Alan B. Lancz & Associates first reported a position in Amazon in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Amazon position peaked at $2.36M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.