LWM
AMZN icon

Lionshead Wealth Management’s Amazon AMZN Stock Holding History

Lionshead Wealth 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
Q1 		$1.29M Sell
6,196
-41
-0.7% -$9.03K 0.95% 33
2025
Q4 		$1.44M Buy
6,237
+1
+0% +$229 1.08% 30
2025
Q3 		$1.37M Buy
6,236
+37
+0.6% +$8.38K 1.09% 30
2025
Q2 		$1.36M Buy
6,199
+85
+1% +$16.8K 1.26% 31
2025
Q1 		$1.16M Sell
6,114
-742
-11% -$161K 1.21% 26
2024
Q4 		$1.5M Buy
+6,856
New +$1.4M 1.09% 27

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lionshead Wealth Management's AMZN Position: Q1 2026 in Review

Lionshead Wealth Management reduced its Amazon (AMZN) stake by 0.66% in Q1 2026, selling an estimated $9.03K and leaving 6,196 shares worth $1.29M. The position accounts for 0.95% of the portfolio, ranked #33.

Lionshead Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2024. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lionshead Wealth Management held 6,196 shares of Amazon worth $1.29M as of Q1 2026.
  • Lionshead Wealth Management sold 41 Amazon shares in Q1 2026, an estimated $9.03K.
  • Amazon made up 0.95% of Lionshead Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Lionshead Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Lionshead Wealth Management's Amazon position peaked at $1.5M in Q4 2024.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.