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Lineweaver Wealth Advisors’s Amazon AMZN Stock Holding History

Lineweaver Wealth 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 		$6.9M Buy
28,934
+1,552
+6% +$390K 0.82% 28
2026
Q1 		$5.7M Sell
27,382
-1,090
-4% -$240K 0.77% 30
2025
Q4 		$6.57M Buy
28,472
+1,978
+7% +$453K 0.89% 27
2025
Q3 		$5.82M Buy
26,494
+46
+0.2% +$10.4K 0.85% 29
2025
Q2 		$5.8M Buy
26,448
+733
+3% +$145K 0.92% 27
2025
Q1 		$4.89M Buy
25,715
+516
+2% +$112K 0.83% 28
2024
Q4 		$5.53M Buy
25,199
+2,121
+9% +$434K 1.02% 26
2024
Q3 		$4.3M Buy
23,078
+1,637
+8% +$299K 0.82% 27
2024
Q2 		$4.14M Buy
21,441
+465
+2% +$85.4K 0.86% 26
2024
Q1 		$3.78M Buy
20,976
+233
+1% +$38.9K 0.9% 24
2023
Q4 		$3.15M Sell
20,743
-560
-3% -$78.5K 0.82% 27
2023
Q3 		$2.71M Sell
21,303
-827
-4% -$111K 0.79% 25
2023
Q2 		$2.88M Buy
22,130
+6,914
+45% +$790K 0.82% 22
2023
Q1 		$1.57M Buy
15,216
+435
+3% +$42K 0.48% 47
2022
Q4 		$1.24M Sell
14,781
-3,184
-18% -$315K 0.38% 56
2022
Q3 		$2.03M Sell
17,965
-1,488
-8% -$188K 0.66% 29
2022
Q2 		$2.07M Sell
19,453
-247
-1% -$30.9K 0.68% 27
2022
Q1 		$3.21M Buy
19,700
+480
+2% +$74.2K 0.92% 23
2021
Q4 		$3.21M Buy
19,220
+860
+5% +$147K 0.92% 23
2021
Q3 		$3.02M Buy
18,360
+1,540
+9% +$266K 0.92% 24
2021
Q2 		$2.89M Buy
16,820
+320
+2% +$53.2K 0.95% 26
2021
Q1 		$2.55M Buy
16,500
+1,180
+8% +$187K 0.91% 22
2020
Q4 		$2.49M Buy
15,320
+1,300
+9% +$207K 0.98% 22
2020
Q3 		$2.21M Buy
14,020
+1,440
+11% +$227K 0.99% 24
2020
Q2 		$1.74M Buy
12,580
+480
+4% +$58K 0.88% 25
2020
Q1 		$1.21M Buy
12,100
+1,160
+11% +$112K 0.76% 27
2019
Q4 		$1.01M Buy
+10,940
New +$968K 0.57% 24

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

Lineweaver Wealth Advisors's AMZN Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Amazon (AMZN) stake by 5.7% in Q2 2026, buying an estimated $390K and bringing the position to 28,934 shares worth $6.9M. The position accounts for 0.82% of the portfolio, ranked #28.

Lineweaver Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lineweaver Wealth Advisors held 28,934 shares of Amazon worth $6.9M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,552 Amazon shares in Q2 2026, an estimated $390K.
  • Amazon made up 0.82% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Lineweaver Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.