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AMZN icon

LM Advisors’s Amazon AMZN Stock Holding History

LM Advisors’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 		$58.1M Buy
243,364
+189,744
+354% +$47.6M 6.7% 4
2026
Q1 		$258K Sell
53,620
-8,517
-14% -$1.88M 4.08% 5
2025
Q4 		$269K Sell
62,137
-207,272
-77% -$47.4M 4.84% 3
2025
Q3 		$59.2M Buy
269,409
+1,270
+0.5% +$287K 8.52% 1
2025
Q2 		$58.8M Buy
268,139
+19,456
+8% +$3.85M 7.57% 4
2025
Q1 		$47.3M Buy
248,683
+5,116
+2% +$1.11M 8.52% 1
2024
Q4 		$53.4M Buy
243,567
+1,236
+0.5% +$253K 9.56% 1
2024
Q3 		$44.4M Sell
242,331
-31,718
-12% -$5.79M 9.03% 1
2024
Q2 		$52.2M Sell
274,049
-13,735
-5% -$2.52M 9.2% 2
2024
Q1 		$51.4M Sell
287,784
-2,498
-0.9% -$417K 8.16% 3
2023
Q4 		$44.1M Buy
+290,282
New +$40.7M 8.87% 1

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

LM Advisors's AMZN Position: Q2 2026 in Review

LM Advisors increased its Amazon (AMZN) stake by 354% in Q2 2026, buying an estimated $47.6M and bringing the position to 243,364 shares worth $58.1M. The position accounts for 6.7% of the portfolio, ranked #4.

LM Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $59.2M in Q3 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LM Advisors held 243,364 shares of Amazon worth $58.1M as of Q2 2026.
  • LM Advisors bought 189,744 Amazon shares in Q2 2026, an estimated $47.6M.
  • Amazon made up 6.7% of LM Advisors's portfolio in Q2 2026, its #4 holding.
  • LM Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Amazon position peaked at $59.2M in Q3 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.