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J. Derek Lewis & Associates’s Amazon AMZN Stock Holding History

J. Derek Lewis & 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
Q2 		$3.27M Sell
13,706
-446
-3% -$112K 0.62% 30
2026
Q1 		$2.95M Sell
14,152
-876
-6% -$193K 0.66% 27
2025
Q4 		$3.47M Buy
+15,028
New +$3.44M 0.81% 25

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

J. Derek Lewis & Associates's AMZN Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Amazon (AMZN) stake by 3.2% in Q2 2026, selling an estimated $112K and leaving 13,706 shares worth $3.27M. The position accounts for 0.62% of the portfolio, ranked #30.

J. Derek Lewis & Associates first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.47M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • J. Derek Lewis & Associates held 13,706 shares of Amazon worth $3.27M as of Q2 2026.
  • J. Derek Lewis & Associates sold 446 Amazon shares in Q2 2026, an estimated $112K.
  • Amazon made up 0.62% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #30 holding.
  • J. Derek Lewis & Associates first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Amazon position peaked at $3.47M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.