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Lakeridge Wealth Management’s Amazon AMZN Stock Holding History

Lakeridge 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 		$2.56M Buy
10,726
+1,323
+14% +$332K 0.94% 23
2026
Q1 		$1.96M Buy
9,403
+122
+1% +$26.9K 0.84% 26
2025
Q4 		$2.14M Buy
9,281
+942
+11% +$216K 0.97% 24
2025
Q3 		$1.83M Sell
8,339
-1,320
-14% -$299K 0.81% 26
2025
Q2 		$2.12M Sell
9,659
-771
-7% -$153K 0.97% 23
2025
Q1 		$1.98M Sell
10,430
-545
-5% -$118K 0.99% 21
2024
Q4 		$2.41M Buy
10,975
+73
+0.7% +$14.9K 1.24% 17
2024
Q3 		$2.03M Sell
10,902
-448
-4% -$81.7K 1.12% 18
2024
Q2 		$2.19M Buy
11,350
+344
+3% +$63.2K 1.32% 16
2024
Q1 		$1.99M Sell
11,006
-249
-2% -$41.6K 1.29% 17
2023
Q4 		$1.71M Buy
+11,255
New +$1.58M 1.24% 17

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

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

Lakeridge Wealth Management increased its Amazon (AMZN) stake by 14% in Q2 2026, buying an estimated $332K and bringing the position to 10,726 shares worth $2.56M. The position accounts for 0.94% of the portfolio, ranked #23.

Lakeridge Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lakeridge Wealth Management held 10,726 shares of Amazon worth $2.56M as of Q2 2026.
  • Lakeridge Wealth Management bought 1,323 Amazon shares in Q2 2026, an estimated $332K.
  • Amazon made up 0.94% of Lakeridge Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Lakeridge Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.