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Lockerman Financial Group’s Amazon AMZN Stock Holding History

Lockerman Financial Group’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 		$252K Sell
1,056
-219
-17% -$55K 0.38% 79
2026
Q1 		$266K Buy
1,275
+134
+12% +$29.5K 0.48% 71
2025
Q4 		$263K Sell
1,141
-3,064
-73% -$701K 0.51% 67
2025
Q3 		$923K Buy
4,205
+35
+0.8% +$7.92K 1.16% 21
2025
Q2 		$915K Sell
4,170
-179
-4% -$35.4K 1.23% 17
2025
Q1 		$827K Buy
4,349
+58
+1% +$12.6K 1.25% 16
2024
Q4 		$941K Sell
4,291
-37
-0.9% -$7.57K 1.6% 14
2024
Q3 		$806K Buy
4,328
+570
+15% +$104K 1.37% 16
2024
Q2 		$726K Sell
3,758
-10
-0.3% -$1.84K 1.32% 18
2024
Q1 		$680K Sell
3,768
-52
-1% -$8.68K 1.3% 16
2023
Q4 		$580K Buy
3,820
+144
+4% +$20.2K 1.34% 21
2023
Q3 		$467K Buy
3,676
+38
+1% +$5.09K 1.26% 22
2023
Q2 		$474K Buy
3,638
+23
+0.6% +$2.63K 1.32% 20
2023
Q1 		$373K Buy
3,615
+30
+0.8% +$2.9K 1.03% 27
2022
Q4 		$301K Buy
3,585
+357
+11% +$35.3K 0.88% 38
2022
Q3 		$365K Buy
3,228
+92
+3% +$11.6K 1.05% 25
2022
Q2 		$333K Sell
3,136
-44
-1% -$5.51K 1.06% 29
2022
Q1 		$519K Hold
3,180
– – 1.4% 15
2021
Q4 		$530K Buy
+3,180
New +$544K 1.39% 16

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

Lockerman Financial Group's AMZN Position: Q2 2026 in Review

Lockerman Financial Group reduced its Amazon (AMZN) stake by 17% in Q2 2026, selling an estimated $55K and leaving 1,056 shares worth $252K. The position accounts for 0.38% of the portfolio, ranked #79.

Lockerman Financial Group first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $941K in Q4 2024. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lockerman Financial Group held 1,056 shares of Amazon worth $252K as of Q2 2026.
  • Lockerman Financial Group sold 219 Amazon shares in Q2 2026, an estimated $55K.
  • Amazon made up 0.38% of Lockerman Financial Group's portfolio in Q2 2026, its #79 holding.
  • Lockerman Financial Group first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's Amazon position peaked at $941K in Q4 2024.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.