LJI Wealth Management
AMZN icon

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
Q3 		$4.01M Buy
16,092
+434
+3% +$110K 0.56% 21
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

LJI Wealth Management's AMZN Position: Q3 2026 in Review

LJI Wealth Management increased its Amazon (AMZN) stake by 2.8% in Q3 2026, buying an estimated $110K and bringing the position to 16,092 shares worth $4.01M. The position accounts for 0.56% of the portfolio, ranked #21.

LJI Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. 3,600 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • LJI Wealth Management held 16,092 shares of Amazon worth $4.01M as of Q3 2026.
  • LJI Wealth Management bought 434 Amazon shares in Q3 2026, an estimated $110K.
  • Amazon made up 0.56% of LJI Wealth Management's portfolio in Q3 2026, its #21 holding.
  • LJI Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • 3,600 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.