LGT Financial Advisors’s Amazon AMZN Stock Holding History

LGT 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 Q1	$313K	Hold	1,503	–	–	1.6%	9
2025 Q4	$347K	Hold	1,503	–	–	2.12%	7
2025 Q3	$330K	Hold	1,503	–	–	0.71%	34
2025 Q2	$330K	Sell	1,503 -302	-17%	-$59.8K	0.84%	28
2025 Q1	$343K	Sell	1,805 -1,180	-40%	-$256K	1.05%	23
2024 Q4	$655K	Buy	2,985 +845	+39%	+$173K	1.45%	16
2024 Q3	$399K	Sell	2,140 -1,494	-41%	-$273K	0.98%	22
2024 Q2	$702K	Sell	3,634 -2,159	-37%	-$397K	1.48%	12
2024 Q1	$1.04M	Sell	5,793 -255	-4%	-$42.6K	1.21%	14
2023 Q4	$919K	Sell	6,048 -569	-9%	-$79.8K	1.12%	15
2023 Q3	$841K	Sell	6,617 -466	-7%	-$62.4K	1.07%	16
2023 Q2	$923K	Sell	7,083 -514	-7%	-$58.7K	0.98%	29
2023 Q1	$785K	Sell	7,597 -187	-2%	-$18.1K	1.46%	14
2022 Q4	$654K	Buy	+7,784	New	+$769K	0.77%	24

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return