LOWM
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Laurel Oak Wealth Management’s Amazon AMZN Stock Holding History

Laurel Oak Wealth Management’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 		$19.1M Buy
80,086
+307
+0.4% +$77.1K 2.78% 5
2026
Q1 		$16.6M Buy
79,779
+2,472
+3% +$544K 2.79% 5
2025
Q4 		$17.8M Buy
+77,307
New +$17.7M 3.01% 4

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

Laurel Oak Wealth Management's AMZN Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Amazon (AMZN) stake by 0.38% in Q2 2026, buying an estimated $77.1K and bringing the position to 80,086 shares worth $19.1M. The position accounts for 2.78% of the portfolio, ranked #5.

Laurel Oak Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Laurel Oak Wealth Management held 80,086 shares of Amazon worth $19.1M as of Q2 2026.
  • Laurel Oak Wealth Management bought 307 Amazon shares in Q2 2026, an estimated $77.1K.
  • Amazon made up 2.78% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Laurel Oak Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.