LIS
AMZN icon

Legacy Investment Solutions’s Amazon AMZN Stock Holding History

Legacy Investment Solutions’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
Q2 		$904K Buy
+4,120
New +$815K 0.47% 38
2024
Q4 		$903K Sell
3,941
-934
-19% -$191K 0.58% 33
2024
Q3 		$1.04M Buy
+4,875
New +$889K 0.61% 26

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Investment Solutions's AMZN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Amazon (AMZN) in Q2 2025: 4,120 shares worth $904K. The stake represents 0.47% of the portfolio and ranks #38 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AMZN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AMZN in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.04M in Q3 2024. 5,543 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Legacy Investment Solutions held 4,120 shares of Amazon worth $904K as of Q2 2025.
  • Amazon was a new Legacy Investment Solutions position in Q2 2025.
  • Amazon made up 0.47% of Legacy Investment Solutions's portfolio in Q2 2025, its #38 holding.
  • Legacy Investment Solutions first reported a position in Amazon in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Amazon position peaked at $1.04M in Q3 2024.
  • 5,543 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.