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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
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% +$3.29K 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 $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lodestone Wealth Management's AMZN Position: Q2 2026 in Review

Lodestone Wealth Management increased its Amazon (AMZN) stake by 3% in Q2 2026, buying an estimated $99.1K and bringing the position to 13,759 shares worth $3.28M. The position accounts for 1.16% of the portfolio, ranked #23.

Lodestone Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 2,432 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lodestone Wealth Management held 13,759 shares of Amazon worth $3.28M as of Q2 2026.
  • Lodestone Wealth Management bought 395 Amazon shares in Q2 2026, an estimated $99.1K.
  • Amazon made up 1.16% of Lodestone Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Lodestone Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 2,432 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.