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Live Oak Investment Partners’s Amazon AMZN Stock Holding History

Live Oak Investment Partners’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 		$2.9M Buy
12,179
+245
+2% +$61.5K 1.56% 16
2026
Q1 		$2.49M Sell
11,934
-814
-6% -$179K 1.47% 16
2025
Q4 		$2.94M Buy
12,748
+828
+7% +$189K 1.81% 15
2025
Q3 		$2.62M Buy
11,920
+19
+0.2% +$4.3K 1.73% 16
2025
Q2 		$2.61M Buy
11,901
+131
+1% +$25.9K 2.01% 14
2025
Q1 		$2.24M Buy
+11,770
New +$2.55M 1.77% 16
2024
Q4 		– Hold
0
– – – 13
2024
Q3 		– Hold
0
– – – 14
2024
Q2 		– Hold
0
– – – 14
2023
Q4 		– Hold
0
– – – 36
2023
Q3 		– Hold
0
– – – 44
2023
Q2 		– Hold
0
– – – 49
2023
Q1 		– Hold
0
– – – 59
2022
Q4 		– Hold
0
– – – 68

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

Live Oak Investment Partners's AMZN Position: Q2 2026 in Review

Live Oak Investment Partners increased its Amazon (AMZN) stake by 2.1% in Q2 2026, buying an estimated $61.5K and bringing the position to 12,179 shares worth $2.9M. The position accounts for 1.56% of the portfolio, ranked #16.

Live Oak Investment Partners first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.94M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Live Oak Investment Partners held 12,179 shares of Amazon worth $2.9M as of Q2 2026.
  • Live Oak Investment Partners bought 245 Amazon shares in Q2 2026, an estimated $61.5K.
  • Amazon made up 1.56% of Live Oak Investment Partners's portfolio in Q2 2026, its #16 holding.
  • Live Oak Investment Partners first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
  • Live Oak Investment Partners's Amazon position peaked at $2.94M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.