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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LifePlan Investment Advisors's AMZN Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Amazon (AMZN) stake by 1% in Q1 2026, selling an estimated $10.1K and leaving 4,532 shares worth $944K. The position accounts for 0.37% of the portfolio, ranked #72.

LifePlan Investment Advisors first reported a position in AMZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

LifePlan Investment Advisors held 4,532 shares of Amazon worth $944K as of Q1 2026.
LifePlan Investment Advisors sold 46 Amazon shares in Q1 2026, an estimated $10.1K.
Amazon made up 0.37% of LifePlan Investment Advisors's portfolio in Q1 2026, its #72 holding.
LifePlan Investment Advisors first reported a position in Amazon in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's Amazon position peaked at $1.06M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.