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GER Loftin Wealth Advisors LLC’s Amazon AMZN Stock Holding History

GER Loftin Wealth Advisors LLC’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
Q3 		$8.28M Buy
+33,239
New +$8.45M 2.63% 13

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's AMZN Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Amazon (AMZN) in Q3 2026: 33,239 shares worth $8.28M. The stake represents 2.63% of the portfolio and ranks #13 among its holdings.

4,671 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • GER Loftin Wealth Advisors LLC held 33,239 shares of Amazon worth $8.28M as of Q3 2026.
  • Amazon was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
  • Amazon made up 2.63% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #13 holding.
  • 4,671 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.