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LifePlan Financial’s Amazon AMZN Stock Holding History

LifePlan Financial’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 		$1.75M Buy
7,327
+44
+0.6% +$11K 1.22% 26
2026
Q1 		$1.52M Buy
7,283
+1,759
+32% +$387K 1.12% 27
2025
Q4 		$1.28M Sell
5,524
-12
-0.2% -$2.75K 0.98% 29
2025
Q3 		$1.22M Buy
5,536
+111
+2% +$25.1K 0.96% 30
2025
Q2 		$1.19M Buy
5,425
+445
+9% +$88.1K 0.99% 28
2025
Q1 		$947K Sell
4,980
-456
-8% -$99K 0.83% 40
2024
Q4 		$1.19M Sell
5,436
-619
-10% -$127K 1.05% 27
2024
Q3 		$1.13M Sell
6,055
-64
-1% -$11.7K 0.97% 28
2024
Q2 		$1.18M Sell
6,119
-711
-10% -$131K 1.09% 25
2024
Q1 		$1.23M Sell
6,830
-1,567
-19% -$262K 1.13% 26
2023
Q4 		$1.28M Buy
+8,397
New +$1.18M 1.28% 22

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LifePlan Financial's AMZN Position: Q2 2026 in Review

LifePlan Financial increased its Amazon (AMZN) stake by 0.6% in Q2 2026, buying an estimated $11K and bringing the position to 7,327 shares worth $1.75M. The position accounts for 1.22% of the portfolio, ranked #26.

LifePlan Financial first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 3,728 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LifePlan Financial held 7,327 shares of Amazon worth $1.75M as of Q2 2026.
  • LifePlan Financial bought 44 Amazon shares in Q2 2026, an estimated $11K.
  • Amazon made up 1.22% of LifePlan Financial's portfolio in Q2 2026, its #26 holding.
  • LifePlan Financial first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 3,728 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.