LMG Wealth Partners
AMZN icon

LMG Wealth Partners’s Amazon AMZN Stock Holding History

LMG Wealth Partners’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 		$9.1M Buy
38,198
+167
+0.4% +$41.9K 1.45% 18
2026
Q1 		$7.92M Buy
38,031
+267
+0.7% +$58.8K 1.44% 19
2025
Q4 		$8.72M Sell
37,764
-2,122
-5% -$485K 1.63% 15
2025
Q3 		$8.76M Sell
39,886
-23
-0.1% -$5.21K 1.63% 15
2025
Q2 		$8.76M Buy
39,909
+112
+0.3% +$22.2K 1.8% 14
2025
Q1 		$7.57M Buy
39,797
+264
+0.7% +$57.3K 1.69% 16
2024
Q4 		$8.67M Sell
39,533
-5
-0% -$1.02K 1.89% 12
2024
Q3 		$7.37M Sell
39,538
-269
-0.7% -$49.1K 1.69% 21
2024
Q2 		$7.69M Sell
39,807
-28
-0.1% -$5.14K 1.92% 14
2024
Q1 		$7.19M Buy
39,835
+57
+0.1% +$9.5K 1.81% 17
2023
Q4 		$6.04M Buy
39,778
+482
+1% +$67.6K 1.68% 20
2023
Q3 		$5M Buy
39,296
+203
+0.5% +$27.2K 1.52% 24
2023
Q2 		$5.1M Buy
39,093
+97
+0.2% +$11.1K 1.56% 23
2023
Q1 		$4.03M Buy
38,996
+550
+1% +$53.1K 1.3% 32
2022
Q4 		$3.69M Buy
+38,446
New +$3.8M 1.22% 32

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 $3.38T AUM 44.17% 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

LMG Wealth Partners's AMZN Position: Q2 2026 in Review

LMG Wealth Partners increased its Amazon (AMZN) stake by 0.44% in Q2 2026, buying an estimated $41.9K and bringing the position to 38,198 shares worth $9.1M. The position accounts for 1.45% of the portfolio, ranked #18.

LMG Wealth Partners first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,178 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LMG Wealth Partners held 38,198 shares of Amazon worth $9.1M as of Q2 2026.
  • LMG Wealth Partners bought 167 Amazon shares in Q2 2026, an estimated $41.9K.
  • Amazon made up 1.45% of LMG Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • LMG Wealth Partners first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,178 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.