LifeGoal Wealth Advisors’s Amazon AMZN Stock Holding History

LifeGoal Wealth 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	$2.38M	Buy	9,993 +2,785	+39%	+$699K	1.09%	17
2026 Q1	$1.52M	Sell	7,208 -225	-3%	-$49.5K	0.87%	24
2025 Q4	$1.72M	Buy	7,433 +3,916	+111%	+$896K	1.14%	20
2025 Q3	$772K	Sell	3,517 -1,039	-23%	-$235K	0.64%	33
2025 Q2	$1,000K	Buy	4,556 +2,453	+117%	+$485K	0.95%	24
2025 Q1	$400K	Sell	2,103 -110	-5%	-$23.9K	0.43%	44
2024 Q4	$486K	Buy	+2,213	New	+$453K	0.53%	41

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LifeGoal Wealth Advisors's AMZN Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Amazon (AMZN) stake by 39% in Q2 2026, buying an estimated $699K and bringing the position to 9,993 shares worth $2.38M. The position accounts for 1.09% of the portfolio, ranked #17.

LifeGoal Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,923 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

LifeGoal Wealth Advisors held 9,993 shares of Amazon worth $2.38M as of Q2 2026.
LifeGoal Wealth Advisors bought 2,785 Amazon shares in Q2 2026, an estimated $699K.
Amazon made up 1.09% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #17 holding.
LifeGoal Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
2,923 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.