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Lake Street Private Wealth’s Amazon AMZN Stock Holding History

Lake Street Private Wealth’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
Q1 		$14.9M Buy
71,641
+185
+0.3% +$40.7K 1.9% 9
2025
Q4 		$16.5M Buy
71,456
+4,633
+7% +$1.06M 2.02% 8
2025
Q3 		$14.7M Buy
66,823
+2,795
+4% +$633K 1.89% 8
2025
Q2 		$14M Buy
64,028
+564
+0.9% +$112K 2% 7
2025
Q1 		$12.1M Buy
63,464
+842
+1% +$183K 1.97% 8
2024
Q4 		$13.7M Sell
62,622
-290
-0.5% -$59.3K 2.19% 7
2024
Q3 		$11.7M Sell
62,912
-25,711
-29% -$4.69M 1.88% 8
2024
Q2 		$17.1M Buy
88,623
+5,614
+7% +$1.03M 2.22% 7
2024
Q1 		$15M Buy
83,009
+3,987
+5% +$666K 2.07% 7
2023
Q4 		$12M Buy
79,022
+9,857
+14% +$1.38M 1.89% 10
2023
Q3 		$8.71M Buy
69,165
+943
+1% +$126K 1.57% 11
2023
Q2 		$8.89M Sell
68,222
-164
-0.2% -$18.7K 1.56% 10
2023
Q1 		$7.06M Sell
68,386
-5,998
-8% -$579K 1.32% 12
2022
Q4 		$6.25M Sell
74,384
-1,843
-2% -$182K 1.29% 11
2022
Q3 		$8.61M Sell
76,227
-5,336
-7% -$674K 1.98% 7
2022
Q2 		$8.66M Sell
81,563
-1,897
-2% -$237K 1.82% 7
2022
Q1 		$13.6M Sell
83,460
-1,580
-2% -$244K 2.44% 4
2021
Q4 		$14.2M Buy
85,040
+8,640
+11% +$1.48M 2.49% 3
2021
Q3 		$12.5M Buy
76,400
+1,800
+2% +$310K 3.05% 2
2021
Q2 		$12.8M Buy
74,600
+20
+0% +$3.32K 3.26% 2
2021
Q1 		$11.5M Sell
74,580
-660
-0.9% -$105K 3.19% 2
2020
Q4 		$12.3M Buy
75,240
+1,140
+2% +$182K 3.54% 2
2020
Q3 		$11.7M Sell
74,100
-900
-1% -$142K 3.92% 2
2020
Q2 		$10.3M Buy
75,000
+8,900
+13% +$1.07M 3.83% 2
2020
Q1 		$6.44M Buy
66,100
+10,460
+19% +$1.01M 2.93% 5
2019
Q4 		$5.14M Buy
55,640
+2,080
+4% +$184K 1.97% 8
2019
Q3 		$4.65M Buy
53,560
+1,680
+3% +$156K 2.12% 7
2019
Q2 		$4.91M Buy
51,880
+11,580
+29% +$1.08M 2.89% 5
2019
Q1 		$3.59M Buy
+40,300
New +$3.35M 2.47% 7

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lake Street Private Wealth's AMZN Position: Q1 2026 in Review

Lake Street Private Wealth increased its Amazon (AMZN) stake by 0.26% in Q1 2026, buying an estimated $40.7K and bringing the position to 71,641 shares worth $14.9M. The position accounts for 1.9% of the portfolio, ranked #9.

Lake Street Private Wealth first reported a position in AMZN in Q1 2019 and has held it in 29 quarters since. The position peaked at $17.1M in Q2 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lake Street Private Wealth held 71,641 shares of Amazon worth $14.9M as of Q1 2026.
  • Lake Street Private Wealth bought 185 Amazon shares in Q1 2026, an estimated $40.7K.
  • Amazon made up 1.9% of Lake Street Private Wealth's portfolio in Q1 2026, its #9 holding.
  • Lake Street Private Wealth first reported a position in Amazon in Q1 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's Amazon position peaked at $17.1M in Q2 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.