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Lauterbach Financial Advisors’s Amazon AMZN Stock Holding History

Lauterbach Financial 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 		$1.66M Buy
6,951
+2,160
+45% +$542K 0.71% 22
2026
Q1 		$998K Sell
4,791
-746
-13% -$164K 0.49% 27
2025
Q4 		$1.28M Buy
5,537
+591
+12% +$135K 0.63% 24
2025
Q3 		$1.09M Buy
4,946
+60
+1% +$13.6K 0.55% 27
2025
Q2 		$1.07M Sell
4,886
-1
-0% -$198 0.59% 25
2025
Q1 		$930K Sell
4,887
-1,602
-25% -$348K 0.58% 26
2024
Q4 		$1.42M Hold
6,489
– – 0.86% 19
2024
Q3 		$1.21M Hold
6,489
– – 0.74% 21
2024
Q2 		$1.09M Sell
6,489
-217
-3% -$39.9K 0.72% 22
2024
Q1 		$1.21M Buy
6,706
+700
+12% +$117K 0.79% 21
2023
Q4 		$913K Hold
6,006
– – 0.64% 21
2023
Q3 		$763K Sell
6,006
-100
-2% -$13.4K 0.6% 21
2023
Q2 		$796K Sell
6,106
-194
-3% -$22.2K 0.61% 21
2023
Q1 		$651K Buy
6,300
+150
+2% +$14.5K 0.53% 24
2022
Q4 		$517K Buy
6,150
+350
+6% +$34.6K 0.46% 28
2022
Q3 		$655K Buy
5,800
+146
+3% +$18.5K 0.67% 21
2022
Q2 		$601K Buy
5,654
+694
+14% +$86.8K 0.57% 22
2022
Q1 		$808K Buy
4,960
+2,540
+105% +$392K 0.73% 18
2021
Q4 		$403K Buy
+2,420
New +$414K 0.36% 28

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Lauterbach Financial Advisors's AMZN Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Amazon (AMZN) stake by 45% in Q2 2026, buying an estimated $542K and bringing the position to 6,951 shares worth $1.66M. The position accounts for 0.71% of the portfolio, ranked #22.

Lauterbach Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 2,839 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lauterbach Financial Advisors held 6,951 shares of Amazon worth $1.66M as of Q2 2026.
  • Lauterbach Financial Advisors bought 2,160 Amazon shares in Q2 2026, an estimated $542K.
  • Amazon made up 0.71% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Lauterbach Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 2,839 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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