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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
Q2 		$359K Buy
1,508
+5
+0.3% +$1.25K 1.9% 10
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
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

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

LGT Financial Advisors increased its Amazon (AMZN) stake by 0.33% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,508 shares worth $359K. The position accounts for 1.9% of the portfolio, ranked #10.

LGT Financial Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q1 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LGT Financial Advisors held 1,508 shares of Amazon worth $359K as of Q2 2026.
  • LGT Financial Advisors bought 5 Amazon shares in Q2 2026, an estimated $1.25K.
  • Amazon made up 1.9% of LGT Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • LGT Financial Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • LGT Financial Advisors's Amazon position peaked at $1.04M in Q1 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.