Joseph P. Lucia & Associates’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.61M | Sell |
36,128
-104
| -0.3% | -$26.1K | 2.59% | 8 |
|
|
2026
Q1 | $7.55M | Buy |
36,232
+808
| +2% | +$178K | 2.7% | 7 |
|
|
2025
Q4 | $8.18M | Buy |
35,424
+578
| +2% | +$132K | 2.95% | 6 |
|
|
2025
Q3 | $7.65M | Buy |
34,846
+154
| +0.4% | +$34.9K | 2.89% | 6 |
|
|
2025
Q2 | $7.61M | Buy |
34,692
+892
| +3% | +$177K | 3.11% | 6 |
|
|
2025
Q1 | $6.43M | Sell |
33,800
-206
| -0.6% | -$44.7K | 2.94% | 5 |
|
|
2024
Q4 | $7.46M | Buy |
34,006
+120
| +0.4% | +$24.6K | 3.32% | 5 |
|
|
2024
Q3 | $6.31M | Buy |
33,886
+2,059
| +6% | +$376K | 2.91% | 6 |
|
|
2024
Q2 | $6.15M | Buy |
31,827
+1,362
| +4% | +$250K | 3.15% | 6 |
|
|
2024
Q1 | $5.5M | Buy |
30,465
+878
| +3% | +$147K | 2.94% | 6 |
|
|
2023
Q4 | $4.5M | Buy |
29,587
+110
| +0.4% | +$15.4K | 2.8% | 8 |
|
|
2023
Q3 | $3.75M | Buy |
29,477
+844
| +3% | +$113K | 2.62% | 9 |
|
|
2023
Q2 | $3.73M | Buy |
28,633
+370
| +1% | +$42.3K | 2.5% | 9 |
|
|
2023
Q1 | $2.92M | Buy |
28,263
+94
| +0.3% | +$9.08K | 2.03% | 12 |
|
|
2022
Q4 | $2.37M | Buy |
28,169
+2,280
| +9% | +$225K | 1.77% | 15 |
|
|
2022
Q3 | $2.92M | Buy |
25,889
+789
| +3% | +$99.7K | 2.3% | 12 |
|
|
2022
Q2 | $2.67M | Buy |
25,100
+8,560
| +52% | +$1.07M | 1.88% | 14 |
|
|
2022
Q1 | $2.7M | Buy |
16,540
+5,340
| +48% | +$825K | 1.64% | 16 |
|
|
2021
Q4 | $1.87M | Buy |
11,200
+120
| +1% | +$20.5K | 1.19% | 30 |
|
|
2021
Q3 | $1.82M | Sell |
11,080
-2,180
| -16% | -$376K | 1.08% | 29 |
|
|
2021
Q2 | $2.28M | Sell |
13,260
-160
| -1% | -$26.6K | 1.36% | 23 |
|
|
2021
Q1 | $2.08M | Buy |
13,420
+2,020
| +18% | +$320K | 0.93% | 22 |
|
|
2020
Q4 | $1.86M | Buy |
11,400
+420
| +4% | +$67K | 1.3% | 23 |
|
|
2020
Q3 | $1.73M | Buy |
10,980
+3,600
| +49% | +$568K | 1.61% | 23 |
|
|
2020
Q2 | $1.02M | Sell |
7,380
-2,120
| -22% | -$256K | 0.92% | 37 |
|
|
2020
Q1 | $926K | Buy |
9,500
+1,840
| +24% | +$178K | 1.03% | 32 |
|
|
2019
Q4 | $708K | Buy |
7,660
+2,180
| +40% | +$193K | 0.64% | 43 |
|
|
2019
Q3 | $476K | Buy |
5,480
+600
| +12% | +$55.6K | 0.49% | 59 |
|
|
2019
Q2 | $462K | Sell |
4,880
-6,580,540
| -100% | -$613M | 0.48% | 57 |
|
|
2019
Q1 | $178 | Buy |
+6,585,420
| New | +$548M | 0.01% | 227 |
|
Other funds holding AMZN
Joseph P. Lucia & Associates's AMZN Position: Q2 2026 in Review
Joseph P. Lucia & Associates reduced its Amazon (AMZN) stake by 0.29% in Q2 2026, selling an estimated $26.1K and leaving 36,128 shares worth $8.61M. The position accounts for 2.59% of the portfolio, ranked #8.
Joseph P. Lucia & Associates first reported a position in AMZN in Q1 2019 and has held it in 30 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Joseph P. Lucia & Associates held 36,128 shares of Amazon worth $8.61M as of Q2 2026.
- Joseph P. Lucia & Associates sold 104 Amazon shares in Q2 2026, an estimated $26.1K.
- Amazon made up 2.59% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #8 holding.
- Joseph P. Lucia & Associates first reported a position in Amazon in Q1 2019 and has held it in 30 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.