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Live Oak Private Wealth’s Amazon AMZN Stock Holding History

Live Oak Private Wealth’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 		$3.02M Buy
14,489
+136
+0.9% +$29.9K 0.42% 61
2025
Q4 		$3.31M Sell
14,353
-8
-0.1% -$1.83K 0.45% 58
2025
Q3 		$3.15M Buy
14,361
+662
+5% +$150K 0.44% 61
2025
Q2 		$3.01M Sell
13,699
-42
-0.3% -$8.31K 0.45% 61
2025
Q1 		$2.61M Sell
13,741
-16
-0.1% -$3.47K 0.42% 62
2024
Q4 		$3.02M Buy
13,757
+322
+2% +$65.9K 0.51% 57
2024
Q3 		$2.5M Buy
13,435
+580
+5% +$106K 0.41% 64
2024
Q2 		$2.48M Buy
12,855
+22
+0.2% +$4.04K 0.43% 65
2024
Q1 		$2.31M Buy
12,833
+33
+0.3% +$5.51K 0.4% 64
2023
Q4 		$1.94M Buy
12,800
+2,293
+22% +$321K 0.37% 65
2023
Q3 		$1.34M Hold
10,507
– – 0.28% 72
2023
Q2 		$1.37M Buy
10,507
+47
+0.4% +$5.37K 0.27% 74
2023
Q1 		$1.08M Sell
10,460
-1,555
-13% -$150K 0.22% 79
2022
Q4 		$1.01M Buy
12,015
+2,130
+22% +$210K 0.21% 84
2022
Q3 		$1.12M Buy
9,885
+665
+7% +$84.1K 0.25% 77
2022
Q2 		$979K Buy
9,220
+2,500
+37% +$313K 0.21% 88
2022
Q1 		$1.09M Buy
6,720
+3,720
+124% +$575K 0.21% 84
2021
Q4 		$500K Buy
3,000
+60
+2% +$10.3K 0.09% 123
2021
Q3 		$483K Buy
2,940
+720
+32% +$124K 0.1% 123
2021
Q2 		$382K Buy
2,220
+600
+37% +$99.7K 0.08% 125
2021
Q1 		$251K Hold
1,620
– – 0.06% 140
2020
Q4 		$264K Buy
+1,620
New +$259K 0.07% 127

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

Live Oak Private Wealth's AMZN Position: Q1 2026 in Review

Live Oak Private Wealth increased its Amazon (AMZN) stake by 0.95% in Q1 2026, buying an estimated $29.9K and bringing the position to 14,489 shares worth $3.02M. The position accounts for 0.42% of the portfolio, ranked #61.

Live Oak Private Wealth first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.31M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Live Oak Private Wealth held 14,489 shares of Amazon worth $3.02M as of Q1 2026.
  • Live Oak Private Wealth bought 136 Amazon shares in Q1 2026, an estimated $29.9K.
  • Amazon made up 0.42% of Live Oak Private Wealth's portfolio in Q1 2026, its #61 holding.
  • Live Oak Private Wealth first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Live Oak Private Wealth's Amazon position peaked at $3.31M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.