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Lake Hills Wealth Management’s Amazon AMZN Stock Holding History

Lake Hills 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 		$1.53M Buy
6,425
+52
+0.8% +$13.1K 0.7% 33
2026
Q1 		$1.33M Sell
6,373
-13
-0.2% -$2.86K 0.74% 26
2025
Q4 		$1.47M Sell
6,386
-1,383
-18% -$316K 0.77% 22
2025
Q3 		$1.71M Buy
7,769
+1,378
+22% +$312K 0.91% 19
2025
Q2 		$1.4M Sell
6,391
-3,897
-38% -$771K 0.8% 19
2025
Q1 		$1.96M Buy
10,288
+1,846
+22% +$401K 1.35% 18
2024
Q4 		$1.85M Sell
8,442
-28
-0.3% -$5.73K 1.26% 30
2024
Q3 		$1.58M Buy
8,470
+474
+6% +$86.5K 1.06% 29
2024
Q2 		$1.55M Buy
7,996
+11
+0.1% +$2.02K 1.11% 28
2024
Q1 		$1.44M Hold
7,985
– – 1.3% 28
2023
Q4 		$1.21M Buy
7,985
+65
+0.8% +$9.11K 1.21% 23
2023
Q3 		$1.01M Hold
7,920
– – 1.02% 21
2023
Q2 		$1.03M Hold
7,920
– – 1.12% 26
2023
Q1 		$818K Sell
7,920
-48
-0.6% -$4.64K 0.85% 21
2022
Q4 		$669K Buy
+7,968
New +$787K 0.67% 32
2022
Q3 		– Sell
-7,920
Closed -$1M – 32
2022
Q2 		$841K Hold
7,920
– – 0.62% 20
2022
Q1 		$1.29M Sell
7,920
-2,600
-25% -$402K 0.93% 21
2021
Q4 		$1.75M Buy
+10,520
New +$1.8M 1.24% 21

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Lake Hills Wealth Management's AMZN Position: Q2 2026 in Review

Lake Hills Wealth Management increased its Amazon (AMZN) stake by 0.82% in Q2 2026, buying an estimated $13.1K and bringing the position to 6,425 shares worth $1.53M. The position accounts for 0.7% of the portfolio, ranked #33.

Lake Hills Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.96M in Q1 2025. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lake Hills Wealth Management held 6,425 shares of Amazon worth $1.53M as of Q2 2026.
  • Lake Hills Wealth Management bought 52 Amazon shares in Q2 2026, an estimated $13.1K.
  • Amazon made up 0.7% of Lake Hills Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Lake Hills Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Lake Hills Wealth Management's Amazon position peaked at $1.96M in Q1 2025.
  • 2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.