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LifePlan Investment Advisors’s Amazon AMZN Stock Holding History

LifePlan Investment 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 		$1.2M Buy
5,029
+497
+11% +$125K 0.41% 63
2026
Q1 		$944K Sell
4,532
-46
-1% -$10.1K 0.37% 72
2025
Q4 		$1.06M Buy
4,578
+279
+6% +$63.8K 0.43% 60
2025
Q3 		$944K Buy
4,299
+90
+2% +$20.4K 0.4% 60
2025
Q2 		$923K Buy
4,209
+113
+3% +$22.4K 0.46% 59
2025
Q1 		$779K Sell
4,096
-82
-2% -$17.8K 0.45% 58
2024
Q4 		$917K Buy
4,178
+273
+7% +$55.9K 0.57% 45
2024
Q3 		$728K Buy
3,905
+35
+0.9% +$6.39K 0.47% 49
2024
Q2 		$748K Buy
3,870
+130
+3% +$23.9K 0.54% 44
2024
Q1 		$675K Buy
3,740
+524
+16% +$87.5K 0.54% 44
2023
Q4 		$489K Buy
3,216
+322
+11% +$45.1K 0.45% 41
2023
Q3 		$368K Buy
2,894
+484
+20% +$64.9K 0.39% 43
2023
Q2 		$314K Buy
+2,410
New +$275K 0.35% 45

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

LifePlan Investment Advisors's AMZN Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $125K and bringing the position to 5,029 shares worth $1.2M. The position accounts for 0.41% of the portfolio, ranked #63.

LifePlan Investment Advisors first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LifePlan Investment Advisors held 5,029 shares of Amazon worth $1.2M as of Q2 2026.
  • LifePlan Investment Advisors bought 497 Amazon shares in Q2 2026, an estimated $125K.
  • Amazon made up 0.41% of LifePlan Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • LifePlan Investment Advisors first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.