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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
Q2 		$3.46M Buy
14,527
+38
+0.3% +$9.54K 0.43% 67
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 $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 Private Wealth's AMZN Position: Q2 2026 in Review

Live Oak Private Wealth increased its Amazon (AMZN) stake by 0.26% in Q2 2026, buying an estimated $9.54K and bringing the position to 14,527 shares worth $3.46M. The position accounts for 0.43% of the portfolio, ranked #67.

Live Oak Private Wealth first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Live Oak Private Wealth held 14,527 shares of Amazon worth $3.46M as of Q2 2026.
  • Live Oak Private Wealth bought 38 Amazon shares in Q2 2026, an estimated $9.54K.
  • Amazon made up 0.43% of Live Oak Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Live Oak Private Wealth first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.