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Lantern Wealth Advisors’s Amazon AMZN Stock Holding History

Lantern Wealth 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 		$5.27M Sell
22,116
-566
-2% -$142K 2.41% 6
2026
Q1 		$4.72M Buy
22,682
+100
+0.4% +$22K 2.42% 6
2025
Q4 		$5.21M Sell
22,582
-21,239
-48% -$4.86M 2.77% 4
2025
Q3 		$9.62M Buy
43,821
+1,511
+4% +$342K 5.09% 2
2025
Q2 		$4.13M Buy
+42,310
New +$8.37M 2.46% 6
2024
Q4 		$4.14M Buy
18,867
+1,186
+7% +$243K 2.69% 7
2024
Q3 		$3.29M Sell
17,681
-65
-0.4% -$11.9K 2.28% 10
2024
Q2 		$3.43M Buy
17,746
+100
+0.6% +$18.4K 2.49% 8
2024
Q1 		$3.18M Buy
17,646
+130
+0.7% +$21.7K 2.24% 11
2023
Q4 		$2.66M Buy
+17,516
New +$2.46M 2.09% 12

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

Lantern Wealth Advisors's AMZN Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Amazon (AMZN) stake by 2.5% in Q2 2026, selling an estimated $142K and leaving 22,116 shares worth $5.27M. The position accounts for 2.41% of the portfolio, ranked #6.

Lantern Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.62M in Q3 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lantern Wealth Advisors held 22,116 shares of Amazon worth $5.27M as of Q2 2026.
  • Lantern Wealth Advisors sold 566 Amazon shares in Q2 2026, an estimated $142K.
  • Amazon made up 2.41% of Lantern Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Lantern Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • Lantern Wealth Advisors's Amazon position peaked at $9.62M in Q3 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.