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 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lakeside Advisors's AMZN Position: Q2 2026 in Review

Lakeside Advisors held its Amazon (AMZN) position steady in Q2 2026 at 2,200 shares worth $524K. The position accounts for 0.33% of the portfolio, ranked #48.

Lakeside Advisors first reported a position in AMZN in Q4 2021 and has held it in 15 quarters since. The position peaked at $531K in Q4 2024. 3,478 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Lakeside Advisors held 2,200 shares of Amazon worth $524K as of Q2 2026.
Lakeside Advisors left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.33% of Lakeside Advisors's portfolio in Q2 2026, its #48 holding.
Lakeside Advisors first reported a position in Amazon in Q4 2021 and has held it in 15 quarters since.
Lakeside Advisors's Amazon position peaked at $531K in Q4 2024.
3,478 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.