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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
2023
Q3 		– Sell
-1,000
Closed -$130K – 930
2023
Q2 		$130K Buy
+1,000
New +$114K 0.14% 126
2023
Q1 		– Sell
-500
Closed -$42K – 98
2022
Q4 		$42K Buy
+500
New +$49.4K 0.05% 135

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
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

LGT Financial Advisors's AMZN Position: Q1 2026 in Review

LGT Financial Advisors held its Amazon (AMZN) position steady in Q1 2026 at 1,503 shares worth $313K. The position accounts for 1.6% of the portfolio, ranked #9.

LGT Financial Advisors first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2024. 5,978 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • LGT Financial Advisors held 1,503 shares of Amazon worth $313K as of Q1 2026.
  • LGT Financial Advisors left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 1.6% of LGT Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • LGT Financial Advisors first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • LGT Financial Advisors's Amazon position peaked at $1.04M in Q1 2024.
  • 5,978 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.