Lodestone Wealth Management
AMZN icon

Lodestone Wealth Management’s Amazon AMZN Stock Holding History

Lodestone Wealth 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
Q3 		$3.61M Buy
14,491
+732
+5% +$186K 1.21% 21
2026
Q2 		$3.28M Buy
13,759
+395
+3% +$99.1K 1.16% 23
2026
Q1 		$2.78M Buy
13,364
+200
+2% +$44K 1.1% 25
2025
Q4 		$3.04M Buy
13,164
+25
+0.2% +$5.72K 1.24% 20
2025
Q3 		$2.88M Buy
13,139
+354
+3% +$80.1K 1.3% 21
2025
Q2 		$2.8M Buy
12,785
+2,334
+22% +$462K 1.37% 22
2025
Q1 		$1.99M Buy
10,451
+430
+4% +$93.3K 1.06% 35
2024
Q4 		$2.2M Sell
10,021
-28
-0.3% -$5.73K 1.1% 31
2024
Q3 		$1.87M Buy
10,049
+762
+8% +$139K 0.94% 37
2024
Q2 		$1.79M Buy
9,287
+213
+2% +$39.1K 0.95% 37
2024
Q1 		$1.64M Buy
9,074
+7
+0.1% +$1.17K 0.86% 47
2023
Q4 		$1.38M Buy
9,067
+417
+5% +$58.5K 0.8% 47
2023
Q3 		$1.1M Sell
8,650
-218
-2% -$29.2K 0.77% 48
2023
Q2 		$1.16M Sell
8,868
-37
-0.4% -$4.22K 0.79% 44
2023
Q1 		$920K Buy
8,905
+34
+0.4% +$3.28K 0.71% 47
2022
Q4 		$745K Buy
+8,871
New +$876K 0.6% 53

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Lodestone Wealth Management's AMZN Position: Q3 2026 in Review

Lodestone Wealth Management increased its Amazon (AMZN) stake by 5.3% in Q3 2026, buying an estimated $186K and bringing the position to 14,491 shares worth $3.61M. The position accounts for 1.21% of the portfolio, ranked #21.

Lodestone Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. 2,480 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Lodestone Wealth Management held 14,491 shares of Amazon worth $3.61M as of Q3 2026.
  • Lodestone Wealth Management bought 732 Amazon shares in Q3 2026, an estimated $186K.
  • Amazon made up 1.21% of Lodestone Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Lodestone Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.