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LJI Wealth Management’s Amazon AMZN Stock Holding History

LJI 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
Q2 		$3.73M Buy
15,658
+736
+5% +$185K 0.52% 20
2026
Q1 		$3.11M Buy
14,922
+724
+5% +$159K 0.5% 21
2025
Q4 		$3.28M Buy
14,198
+655
+5% +$150K 0.5% 23
2025
Q3 		$2.97M Sell
13,543
-96
-0.7% -$21.7K 0.52% 22
2025
Q2 		$2.99M Buy
13,639
+234
+2% +$46.3K 0.52% 26
2025
Q1 		$2.55M Buy
13,405
+467
+4% +$101K 0.51% 26
2024
Q4 		$2.84M Sell
12,938
-1,055
-8% -$216K 0.56% 23
2024
Q3 		$2.61M Buy
13,993
+1,930
+16% +$352K 0.53% 27
2024
Q2 		$2.33M Sell
12,063
-77
-0.6% -$14.1K 0.52% 27
2024
Q1 		$2.19M Buy
12,140
+224
+2% +$37.4K 0.57% 23
2023
Q4 		$1.81M Sell
11,916
-433
-4% -$60.7K 0.47% 30
2023
Q3 		$1.57M Buy
12,349
+728
+6% +$97.5K 0.45% 33
2023
Q2 		$1.51M Sell
11,621
-78
-0.7% -$8.91K 0.44% 32
2023
Q1 		$1.21M Buy
11,699
+1,461
+14% +$141K 0.38% 32
2022
Q4 		$860K Buy
+10,238
New +$1.01M 0.3% 39

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

LJI Wealth Management's AMZN Position: Q2 2026 in Review

LJI Wealth Management increased its Amazon (AMZN) stake by 4.9% in Q2 2026, buying an estimated $185K and bringing the position to 15,658 shares worth $3.73M. The position accounts for 0.52% of the portfolio, ranked #20.

LJI Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LJI Wealth Management held 15,658 shares of Amazon worth $3.73M as of Q2 2026.
  • LJI Wealth Management bought 736 Amazon shares in Q2 2026, an estimated $185K.
  • Amazon made up 0.52% of LJI Wealth Management's portfolio in Q2 2026, its #20 holding.
  • LJI Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.