LWM
AMZN icon

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
2024
Q4 		– Sell
-80
Closed -$4K – 184
2024
Q3 		$4K Buy
+80
New +$14.6K ﹤0.01% 179

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laidlaw Wealth Management's AMZN Position: Q1 2026 in Review

Laidlaw Wealth Management increased its Amazon (AMZN) stake by 31% in Q1 2026, buying an estimated $177K and bringing the position to 3,373 shares worth $702K. The position accounts for 2.44% of the portfolio, ranked #12.

Laidlaw Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.7M in Q2 2021. 5,995 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Laidlaw Wealth Management held 3,373 shares of Amazon worth $702K as of Q1 2026.
  • Laidlaw Wealth Management bought 806 Amazon shares in Q1 2026, an estimated $177K.
  • Amazon made up 2.44% of Laidlaw Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Laidlaw Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Laidlaw Wealth Management's Amazon position peaked at $11.7M in Q2 2021.
  • 5,995 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.