Lodestar Private Asset Management’s Amazon AMZN Stock Holding History

Lodestar Private Asset 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 Q1	$9.49M	Sell	45,579 -1,014	-2%	-$223K	0.94%	30
2025 Q4	$10.8M	Sell	46,593 -415	-0.9%	-$94.9K	1.08%	28
2025 Q3	$10.3M	Sell	47,008 -364	-0.8%	-$82.4K	1.08%	29
2025 Q2	$10.4M	Sell	47,372 -623	-1%	-$123K	1.2%	27
2025 Q1	$9.13M	Sell	47,995 -2,696	-5%	-$585K	1.15%	27
2024 Q4	$11.1M	Sell	50,691 -83	-0.2%	-$17K	1.39%	20
2024 Q3	$9.46M	Buy	50,774 +776	+2%	+$142K	1.21%	24
2024 Q2	$9.66M	Buy	49,998 +807	+2%	+$148K	1.33%	22
2024 Q1	$8.87M	Sell	49,191 -804	-2%	-$134K	1.27%	22
2023 Q4	$7.6M	Sell	49,995 -149	-0.3%	-$20.9K	1.16%	24
2023 Q3	$6.37M	Sell	50,144 -864	-2%	-$116K	1.09%	26
2023 Q2	$6.65M	Sell	51,008 -1,383	-3%	-$158K	1.12%	26
2023 Q1	$5.41M	Buy	52,391 +526	+1%	+$50.8K	0.97%	28
2022 Q4	$4.36M	Buy	+51,865	New	+$5.12M	0.84%	32

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lodestar Private Asset Management's AMZN Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Amazon (AMZN) stake by 2.2% in Q1 2026, selling an estimated $223K and leaving 45,579 shares worth $9.49M. The position accounts for 0.94% of the portfolio, ranked #30.

Lodestar Private Asset Management first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Lodestar Private Asset Management held 45,579 shares of Amazon worth $9.49M as of Q1 2026.
Lodestar Private Asset Management sold 1,014 Amazon shares in Q1 2026, an estimated $223K.
Amazon made up 0.94% of Lodestar Private Asset Management's portfolio in Q1 2026, its #30 holding.
Lodestar Private Asset Management first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Amazon position peaked at $11.1M in Q4 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.