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 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%	+$9.52K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LMG Wealth Partners's AMZN Position: Q1 2026 in Review

LMG Wealth Partners increased its Amazon (AMZN) stake by 0.71% in Q1 2026, buying an estimated $58.8K and bringing the position to 38,031 shares worth $7.92M. The position accounts for 1.44% of the portfolio, ranked #19.

LMG Wealth Partners first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.76M in Q3 2025. 5,995 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

LMG Wealth Partners held 38,031 shares of Amazon worth $7.92M as of Q1 2026.
LMG Wealth Partners bought 267 Amazon shares in Q1 2026, an estimated $58.8K.
Amazon made up 1.44% of LMG Wealth Partners's portfolio in Q1 2026, its #19 holding.
LMG Wealth Partners first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Amazon position peaked at $8.76M in Q3 2025.
5,995 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.