LifeWealth Investments’s Amazon AMZN Stock Holding History

LifeWealth Investments’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	$4.9M	Sell	20,560 -98	-0.5%	-$24.6K	1.31%	20
2026 Q1	$4.3M	Buy	20,658 +292	+1%	+$64.3K	1.28%	21
2025 Q4	$4.7M	Buy	20,366 +27	+0.1%	+$6.18K	1.49%	22
2025 Q3	$4.47M	Buy	20,339 +2,896	+17%	+$656K	1.47%	20
2025 Q2	$3.83M	Buy	17,443 +1,996	+13%	+$395K	1.39%	21
2025 Q1	$2.94M	Buy	15,447 +1,801	+13%	+$391K	1.41%	19
2024 Q4	$2.99M	Buy	+13,646	New	+$2.79M	1.98%	11

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LifeWealth Investments's AMZN Position: Q2 2026 in Review

LifeWealth Investments reduced its Amazon (AMZN) stake by 0.47% in Q2 2026, selling an estimated $24.6K and leaving 20,560 shares worth $4.9M. The position accounts for 1.31% of the portfolio, ranked #20.

LifeWealth Investments first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

LifeWealth Investments held 20,560 shares of Amazon worth $4.9M as of Q2 2026.
LifeWealth Investments sold 98 Amazon shares in Q2 2026, an estimated $24.6K.
Amazon made up 1.31% of LifeWealth Investments's portfolio in Q2 2026, its #20 holding.
LifeWealth Investments first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.