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Lifeworks Advisors’s Amazon AMZN Stock Holding History

Lifeworks 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 		$5.25M Buy
22,011
+1,210
+6% +$304K 0.55% 60
2026
Q1 		$4.33M Sell
20,801
-160
-0.8% -$35.2K 0.56% 63
2025
Q4 		$4.84M Buy
20,961
+1,419
+7% +$325K 0.63% 51
2025
Q3 		$4.29M Buy
19,542
+13,570
+227% +$3.07M 0.57% 61
2025
Q2 		$1.31M Sell
5,972
-491
-8% -$97.2K 0.2% 109
2025
Q1 		$1.23M Sell
6,463
-24
-0.4% -$5.21K 0.2% 109
2024
Q4 		$1.42M Buy
6,487
+902
+16% +$185K 0.26% 99
2024
Q3 		$1.04M Buy
5,585
+2,015
+56% +$368K 0.2% 111
2024
Q2 		$690K Sell
3,570
-907
-20% -$167K 0.19% 111
2024
Q1 		$808K Sell
4,477
-159
-3% -$26.5K 0.23% 100
2023
Q4 		$704K Sell
4,636
-18,105
-80% -$2.54M 0.24% 94
2023
Q3 		$2.89M Buy
22,741
+16,930
+291% +$2.27M 1.12% 27
2023
Q2 		$758K Buy
5,811
+103
+2% +$11.8K 0.32% 85
2023
Q1 		$590K Buy
5,708
+2,358
+70% +$228K 0.28% 97
2022
Q4 		$281K Sell
3,350
-1,640
-33% -$162K 0.16% 98
2022
Q3 		$511K Sell
4,990
-390
-7% -$49.3K 0.29% 89
2022
Q2 		$571K Buy
5,380
+1,000
+23% +$125K 0.36% 85
2022
Q1 		$714K Sell
4,380
-780
-15% -$121K 0.47% 77
2021
Q4 		$860K Buy
+5,160
New +$883K 0.69% 48

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

Lifeworks Advisors's AMZN Position: Q2 2026 in Review

Lifeworks Advisors increased its Amazon (AMZN) stake by 5.8% in Q2 2026, buying an estimated $304K and bringing the position to 22,011 shares worth $5.25M. The position accounts for 0.55% of the portfolio, ranked #60.

Lifeworks Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lifeworks Advisors held 22,011 shares of Amazon worth $5.25M as of Q2 2026.
  • Lifeworks Advisors bought 1,210 Amazon shares in Q2 2026, an estimated $304K.
  • Amazon made up 0.55% of Lifeworks Advisors's portfolio in Q2 2026, its #60 holding.
  • Lifeworks Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.