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LifeSteps Financial’s Amazon AMZN Stock Holding History

LifeSteps 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 		$2.49M Sell
10,437
-49
-0.5% -$12.3K 1.16% 18
2026
Q1 		$2.18M Buy
10,486
+171
+2% +$37.6K 1.38% 17
2025
Q4 		$2.38M Buy
10,315
+452
+5% +$103K 1.52% 16
2025
Q3 		$2.17M Buy
9,863
+39
+0.4% +$8.83K 1.39% 17
2025
Q2 		$2.16M Buy
9,824
+198
+2% +$39.2K 1.48% 16
2025
Q1 		$1.83M Sell
9,626
-566
-6% -$123K 1.49% 17
2024
Q4 		$2.24M Buy
10,192
+403
+4% +$82.4K 1.72% 14
2024
Q3 		$1.82M Buy
9,789
+60
+0.6% +$10.9K 1.43% 18
2024
Q2 		$1.88M Buy
9,729
+19
+0.2% +$3.49K 1.55% 15
2024
Q1 		$1.75M Buy
9,710
+27
+0.3% +$4.51K 1.32% 19
2023
Q4 		$1.47M Buy
9,683
+110
+1% +$15.4K 1.3% 19
2023
Q3 		$1.22M Buy
9,573
+31
+0.3% +$4.15K 1.24% 20
2023
Q2 		$1.24M Sell
9,542
-55
-0.6% -$6.28K 1.23% 21
2023
Q1 		$991K Sell
9,597
-740
-7% -$71.5K 1.05% 23
2022
Q4 		$868K Sell
10,337
-1,739
-14% -$172K 0.9% 26
2022
Q3 		$1.36M Buy
12,076
+396
+3% +$50.1K 1.54% 16
2022
Q2 		$1.24M Sell
11,680
-3,980
-25% -$498K 1.29% 17
2022
Q1 		$2.55M Sell
15,660
-500
-3% -$77.3K 1.89% 15
2021
Q4 		$2.69M Buy
16,160
+40
+0.2% +$6.85K 1.91% 14
2021
Q3 		$2.65M Sell
16,120
-620
-4% -$107K 2.03% 13
2021
Q2 		$2.88M Buy
16,740
+620
+4% +$103K 2.21% 12
2021
Q1 		$2.49M Buy
16,120
+620
+4% +$98.3K 2.08% 12
2020
Q4 		$2.52M Sell
15,500
-380
-2% -$60.6K 2.32% 10
2020
Q3 		$2.5M Buy
15,880
+1,640
+12% +$259K 2.64% 10
2020
Q2 		$1.96M Buy
14,240
+1,520
+12% +$184K 2.27% 10
2020
Q1 		$1.24M Buy
12,720
+860
+7% +$83.2K 1.43% 23
2019
Q4 		$1.1M Buy
+11,860
New +$1.05M 1.03% 26

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LifeSteps Financial's AMZN Position: Q2 2026 in Review

LifeSteps Financial reduced its Amazon (AMZN) stake by 0.47% in Q2 2026, selling an estimated $12.3K and leaving 10,437 shares worth $2.49M. The position accounts for 1.16% of the portfolio, ranked #18.

LifeSteps Financial first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.88M in Q2 2021. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LifeSteps Financial held 10,437 shares of Amazon worth $2.49M as of Q2 2026.
  • LifeSteps Financial sold 49 Amazon shares in Q2 2026, an estimated $12.3K.
  • Amazon made up 1.16% of LifeSteps Financial's portfolio in Q2 2026, its #18 holding.
  • LifeSteps Financial first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Amazon position peaked at $2.88M in Q2 2021.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.