Lakeside Advisors’s Amazon AMZN Stock Holding History

Lakeside Advisors’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 Q3	$574K	Buy	2,303 +103	+5%	+$26.2K	0.34%	46
2026 Q2	$524K	Hold	2,200	–	–	0.33%	48
2026 Q1	$458K	Buy	2,200 +280	+15%	+$61.6K	0.31%	46
2025 Q4	$443K	Hold	1,920	–	–	0.28%	45
2025 Q3	$422K	Hold	1,920	–	–	0.27%	44
2025 Q2	$421K	Sell	1,920 -500	-21%	-$98.9K	0.27%	43
2025 Q1	$460K	Hold	2,420	–	–	0.31%	43
2024 Q4	$531K	Buy	2,420 +160	+7%	+$32.7K	0.35%	38
2024 Q3	$421K	Buy	2,260 +200	+10%	+$36.5K	0.26%	47
2024 Q2	$398K	Hold	2,060	–	–	0.26%	47
2024 Q1	$372K	Buy	2,060 +350	+20%	+$58.4K	0.24%	47
2023 Q4	$260K	Hold	1,710	–	–	0.18%	56
2023 Q3	$217K	Buy	+1,710	New	+$229K	0.17%	56
2023 Q2	–	Sell	-1,950	Closed	-$201K	–	61
2023 Q1	$201K	Buy	+1,950	New	+$188K	0.16%	57
2022 Q2	–	Sell	-1,440	Closed	-$235K	–	59
2022 Q1	$235K	Buy	1,440 +100	+7%	+$15.5K	0.18%	52
2021 Q4	$223K	Buy	+1,340	New	+$229K	0.16%	51

Other funds holding AMZN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Lakeside Advisors's AMZN Position: Q3 2026 in Review

Lakeside Advisors increased its Amazon (AMZN) stake by 4.7% in Q3 2026, buying an estimated $26.2K and bringing the position to 2,303 shares worth $574K. The position accounts for 0.34% of the portfolio, ranked #46.

Lakeside Advisors first reported a position in AMZN in Q4 2021 and has held it in 16 quarters since. 4,774 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Lakeside Advisors held 2,303 shares of Amazon worth $574K as of Q3 2026.
Lakeside Advisors bought 103 Amazon shares in Q3 2026, an estimated $26.2K.
Amazon made up 0.34% of Lakeside Advisors's portfolio in Q3 2026, its #46 holding.
Lakeside Advisors first reported a position in Amazon in Q4 2021 and has held it in 16 quarters since.
4,774 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.