LAM
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Lifestyle Asset Management’s Amazon AMZN Stock Holding History

Lifestyle Asset Management’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 		$3.01M Buy
12,627
+269
+2% +$67.5K 0.81% 28
2026
Q1 		$2.57M Buy
12,358
+9,334
+309% +$2.06M 0.84% 26
2025
Q4 		$698K Buy
3,024
+270
+10% +$61.8K 0.23% 71
2025
Q3 		$605K Buy
2,754
+551
+25% +$125K 0.21% 72
2025
Q2 		$483K Buy
2,203
+370
+20% +$73.2K 0.23% 70
2025
Q1 		$349K Buy
1,833
+330
+22% +$71.6K 0.19% 69
2024
Q4 		$330K Hold
1,503
– – 0.18% 75
2024
Q3 		$280K Sell
1,503
-188
-11% -$34.3K 0.15% 82
2024
Q2 		$327K Buy
1,691
+324
+24% +$59.5K 0.19% 69
2024
Q1 		$247K Buy
1,367
+28
+2% +$4.67K 0.15% 74
2023
Q4 		$203K Buy
+1,339
New +$188K 0.11% 91

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

Lifestyle Asset Management's AMZN Position: Q2 2026 in Review

Lifestyle Asset Management increased its Amazon (AMZN) stake by 2.2% in Q2 2026, buying an estimated $67.5K and bringing the position to 12,627 shares worth $3.01M. The position accounts for 0.81% of the portfolio, ranked #28.

Lifestyle Asset Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lifestyle Asset Management held 12,627 shares of Amazon worth $3.01M as of Q2 2026.
  • Lifestyle Asset Management bought 269 Amazon shares in Q2 2026, an estimated $67.5K.
  • Amazon made up 0.81% of Lifestyle Asset Management's portfolio in Q2 2026, its #28 holding.
  • Lifestyle Asset Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.