Lakeshore Financial Planning’s Amazon AMZN Stock Holding History

Lakeshore Financial Planning’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	$792K	Sell	3,323 -70	-2%	-$17.6K	0.25%	33
2026 Q1	$707K	Buy	3,393 +180	+6%	+$39.6K	0.26%	33
2025 Q4	$742K	Buy	3,213 +465	+17%	+$106K	0.27%	28
2025 Q3	$603K	Hold	2,748	–	–	0.22%	34
2025 Q2	$603K	Hold	2,748	–	–	0.24%	32
2025 Q1	$523K	Hold	2,748	–	–	0.22%	32
2024 Q4	$603K	Sell	2,748 -30	-1%	-$6.14K	0.26%	29
2024 Q3	$518K	Buy	2,778 +388	+16%	+$70.8K	0.23%	31
2024 Q2	$462K	Sell	2,390 -40	-2%	-$7.35K	0.23%	32
2024 Q1	$438K	Buy	2,430 +80	+3%	+$13.4K	0.22%	33
2023 Q4	$357K	Sell	2,350 -503	-18%	-$70.5K	0.2%	38
2023 Q3	$363K	Buy	+2,853	New	+$382K	0.21%	38

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Lakeshore Financial Planning's AMZN Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Amazon (AMZN) stake by 2.1% in Q2 2026, selling an estimated $17.6K and leaving 3,323 shares worth $792K. The position accounts for 0.25% of the portfolio, ranked #33.

Lakeshore Financial Planning first reported a position in AMZN in Q3 2023 and has held it in 12 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Lakeshore Financial Planning held 3,323 shares of Amazon worth $792K as of Q2 2026.
Lakeshore Financial Planning sold 70 Amazon shares in Q2 2026, an estimated $17.6K.
Amazon made up 0.25% of Lakeshore Financial Planning's portfolio in Q2 2026, its #33 holding.
Lakeshore Financial Planning first reported a position in Amazon in Q3 2023 and has held it in 12 quarters since.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.