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Laidlaw Wealth Management’s Amazon AMZN Stock Holding History

Laidlaw Wealth Management’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 		$762K Sell
3,198
-175
-5% -$43.9K 2.17% 13
2026
Q1 		$702K Buy
3,373
+806
+31% +$177K 2.44% 12
2025
Q4 		$593K Sell
2,567
-2,506
-49% -$573K 1.83% 17
2025
Q3 		$1.11M Buy
5,073
+145
+3% +$32.8K 2.65% 11
2025
Q2 		$1.08M Sell
4,928
-3,085
-38% -$610K 3.12% 8
2025
Q1 		$1.52M Sell
8,013
-12,262
-60% -$2.66M 4.49% 6
2024
Q4 		$4.45M Sell
20,275
-187
-0.9% -$38.3K 1.94% 9
2024
Q3 		$3.81M Buy
20,462
+4,591
+29% +$838K 1.89% 9
2024
Q2 		$3.07M Sell
15,871
-443
-3% -$81.4K 1.68% 15
2024
Q1 		$2.94M Sell
16,314
-17,747
-52% -$2.96M 1.64% 13
2023
Q4 		$5.18M Sell
34,061
-2,413
-7% -$338K 1.88% 4
2023
Q3 		$4.64M Sell
36,474
-26,962
-43% -$3.61M 1.53% 8
2023
Q2 		$8.27M Buy
63,436
+586
+0.9% +$66.9K 1.62% 7
2023
Q1 		$6.49M Sell
62,850
-333
-0.5% -$32.2K 1.33% 8
2022
Q4 		$5.31M Sell
63,183
-1,213
-2% -$120K 1.14% 11
2022
Q3 		$7.28M Buy
64,396
+703
+1% +$88.9K 1.7% 5
2022
Q2 		$6.76M Sell
63,693
-3,127
-5% -$391K 1.38% 7
2022
Q1 		$10.9M Sell
66,820
-2,160
-3% -$334K 1.82% 5
2021
Q4 		$11.5M Buy
68,980
+820
+1% +$140K 1.84% 5
2021
Q3 		$11.2M Sell
68,160
-100
-0.1% -$17.2K 2.87% 3
2021
Q2 		$11.7M Buy
68,260
+8,480
+14% +$1.41M 3.03% 3
2021
Q1 		$9.25M Sell
59,780
-440
-0.7% -$69.7K 3.16% 2
2020
Q4 		$9.81M Buy
60,220
+35,480
+143% +$5.66M 2.07% 5
2020
Q3 		$3.9M Buy
24,740
+640
+3% +$101K 1.73% 7
2020
Q2 		$3.32M Buy
24,100
+3,580
+17% +$432K 1.74% 7
2020
Q1 		$2M Buy
20,520
+1,380
+7% +$134K 1.31% 17
2019
Q4 		$1.77M Buy
+19,140
New +$1.69M 1.12% 21

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

Laidlaw Wealth Management's AMZN Position: Q2 2026 in Review

Laidlaw Wealth Management reduced its Amazon (AMZN) stake by 5.2% in Q2 2026, selling an estimated $43.9K and leaving 3,198 shares worth $762K. The position accounts for 2.17% of the portfolio, ranked #13.

Laidlaw Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.7M in Q2 2021. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Laidlaw Wealth Management held 3,198 shares of Amazon worth $762K as of Q2 2026.
  • Laidlaw Wealth Management sold 175 Amazon shares in Q2 2026, an estimated $43.9K.
  • Amazon made up 2.17% of Laidlaw Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Laidlaw Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Laidlaw Wealth Management's Amazon position peaked at $11.7M in Q2 2021.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.