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LifeGuide Financial Advisors’s Amazon AMZN Stock Holding History

LifeGuide 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 		$391K Buy
1,642
+94
+6% +$23.6K 0.11% 35
2026
Q1 		$322K Sell
1,548
-40
-3% -$8.81K 0.1% 35
2025
Q4 		$360K Sell
1,588
-53
-3% -$12.1K 0.12% 36
2025
Q3 		$362K Hold
1,641
– – 0.13% 39
2025
Q2 		$360K Buy
+1,641
New +$325K 0.13% 39

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

LifeGuide Financial Advisors increased its Amazon (AMZN) stake by 6.1% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,642 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #35.

LifeGuide Financial Advisors first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LifeGuide Financial Advisors held 1,642 shares of Amazon worth $391K as of Q2 2026.
  • LifeGuide Financial Advisors bought 94 Amazon shares in Q2 2026, an estimated $23.6K.
  • Amazon made up 0.11% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • LifeGuide Financial Advisors first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.