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Lifelong Wealth Advisors’s Amazon AMZN Stock Holding History

Lifelong 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 		$501K Buy
2,101
+410
+24% +$103K 0.12% 61
2026
Q1 		$352K Sell
1,691
-49
-3% -$10.8K 0.09% 68
2025
Q4 		$402K Buy
1,740
+41
+2% +$9.38K 0.11% 61
2025
Q3 		$373K Sell
1,699
-3
-0.2% -$679 0.11% 57
2025
Q2 		$373K Buy
1,702
+356
+26% +$70.4K 0.12% 50
2025
Q1 		$256K Buy
1,346
+44
+3% +$9.55K 0.12% 58
2024
Q4 		$288K Buy
+1,302
New +$266K 0.13% 49

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

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

Lifelong Wealth Advisors increased its Amazon (AMZN) stake by 24% in Q2 2026, buying an estimated $103K and bringing the position to 2,101 shares worth $501K. The position accounts for 0.12% of the portfolio, ranked #61.

Lifelong Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lifelong Wealth Advisors held 2,101 shares of Amazon worth $501K as of Q2 2026.
  • Lifelong Wealth Advisors bought 410 Amazon shares in Q2 2026, an estimated $103K.
  • Amazon made up 0.12% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Lifelong Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.