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Lantz Financial’s Amazon AMZN Stock Holding History

Lantz Financial’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 		$6.57M Buy
27,580
+200
+0.7% +$50.2K 1.2% 20
2026
Q1 		$5.7M Sell
27,380
-67
-0.2% -$14.8K 1.18% 21
2025
Q4 		$6.34M Sell
27,447
-1,498
-5% -$343K 1.34% 17
2025
Q3 		$6.36M Sell
28,945
-212
-0.7% -$48K 1.41% 16
2025
Q2 		$6.4M Sell
29,157
-818
-3% -$162K 1.59% 14
2025
Q1 		$5.7M Buy
29,975
+596
+2% +$129K 1.56% 13
2024
Q4 		$6.45M Buy
29,379
+778
+3% +$159K 1.72% 13
2024
Q3 		$5.33M Buy
28,601
+848
+3% +$155K 1.44% 12
2024
Q2 		$5.36M Sell
27,753
-194
-0.7% -$35.6K 1.67% 9
2024
Q1 		$5.04M Buy
27,947
+128
+0.5% +$21.4K 1.62% 8
2023
Q4 		$4.23M Buy
27,819
+233
+0.8% +$32.7K 1.53% 10
2023
Q3 		$3.51M Buy
27,586
+369
+1% +$49.4K 1.4% 13
2023
Q2 		$3.55M Buy
27,217
+1,140
+4% +$130K 1.39% 13
2023
Q1 		$2.69M Buy
26,077
+11,164
+75% +$1.08M 1.12% 19
2022
Q4 		$1.25M Sell
14,913
-190
-1% -$18.8K 0.57% 55
2022
Q3 		$1.71M Buy
15,103
+586
+4% +$74.1K 0.89% 27
2022
Q2 		$1.54M Sell
14,517
-563
-4% -$70.5K 0.7% 39
2022
Q1 		$2.46M Buy
15,080
+460
+3% +$71.1K 1% 20
2021
Q4 		$2.44M Buy
14,620
+560
+4% +$95.8K 1.12% 15
2021
Q3 		$2.31M Buy
14,060
+680
+5% +$117K 1.18% 13
2021
Q2 		$2.3M Buy
13,380
+1,880
+16% +$312K 1.18% 14
2021
Q1 		$1.78M Buy
+11,500
New +$1.82M 1.01% 23
2020
Q4 		– Sell
-10,920
Closed -$1.72M – 124
2020
Q3 		$1.72M Sell
10,920
-20
-0.2% -$3.15K 1.16% 21
2020
Q2 		$1.51M Buy
+10,940
New +$1.32M 1.09% 24
2020
Q1 		– Sell
-11,500
Closed -$1.06M – 110
2019
Q4 		$1.06M Buy
11,500
+40
+0.3% +$3.54K 0.63% 57
2019
Q3 		$982K Buy
11,460
+120
+1% +$11.1K 0.66% 54
2019
Q2 		$1.1M Sell
11,340
-5,920
-34% -$551K 0.74% 47
2019
Q1 		$1.54M Buy
+17,260
New +$1.44M 1.11% 22

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Lantz Financial's AMZN Position: Q2 2026 in Review

Lantz Financial increased its Amazon (AMZN) stake by 0.73% in Q2 2026, buying an estimated $50.2K and bringing the position to 27,580 shares worth $6.57M. The position accounts for 1.2% of the portfolio, ranked #20.

Lantz Financial first reported a position in AMZN in Q1 2019 and has held it in 28 quarters since. 1,368 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lantz Financial held 27,580 shares of Amazon worth $6.57M as of Q2 2026.
  • Lantz Financial bought 200 Amazon shares in Q2 2026, an estimated $50.2K.
  • Amazon made up 1.2% of Lantz Financial's portfolio in Q2 2026, its #20 holding.
  • Lantz Financial first reported a position in Amazon in Q1 2019 and has held it in 28 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.