Lane & Associates’s Amazon AMZN Stock Holding History

Lane & Associates’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
2025 Q1	$690K	Buy	3,628 +92	+3%	+$20K	0.37%	48
2024 Q4	$840K	Sell	3,536 -292	-8%	-$59.7K	0.43%	46
2024 Q3	$713K	Buy	3,828 +538	+16%	+$98.2K	0.39%	51
2024 Q2	$636K	Sell	3,290 -49	-1%	-$9K	0.37%	55
2024 Q1	$602K	Sell	3,339 -7	-0.2%	-$1.17K	0.38%	57
2023 Q4	$508K	Sell	3,346 -45	-1%	-$6.31K	0.37%	57
2023 Q3	$431K	Buy	3,391 +322	+10%	+$43.1K	0.35%	61
2023 Q2	$400K	Sell	3,069 -128	-4%	-$14.6K	0.32%	60
2023 Q1	$330K	Sell	3,197 -842	-21%	-$81.3K	0.29%	65
2022 Q4	$339K	Buy	+4,039	New	+$399K	0.32%	67

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lane & Associates's AMZN Position: Q1 2025 in Review

Lane & Associates increased its Amazon (AMZN) stake by 2.6% in Q1 2025, buying an estimated $20K and bringing the position to 3,628 shares worth $690K. The position accounts for 0.37% of the portfolio, ranked #48.

Lane & Associates first reported a position in AMZN in Q4 2022 and has held it in 10 quarters since. The position peaked at $840K in Q4 2024. 5,469 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

Lane & Associates held 3,628 shares of Amazon worth $690K as of Q1 2025.
Lane & Associates bought 92 Amazon shares in Q1 2025, an estimated $20K.
Amazon made up 0.37% of Lane & Associates's portfolio in Q1 2025, its #48 holding.
Lane & Associates first reported a position in Amazon in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Amazon position peaked at $840K in Q4 2024.
5,469 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.