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Lokken Investment Group’s Amazon AMZN Stock Holding History

Lokken Investment 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
2025
Q3 		$910K Buy
4,144
+54
+1% +$12.2K 0.31% 74
2025
Q2 		$897K Buy
4,090
+40
+1% +$7.92K 0.35% 66
2025
Q1 		$771K Buy
4,050
+184
+5% +$39.9K 0.32% 67
2024
Q4 		$848K Buy
3,866
+56
+1% +$11.5K 0.37% 67
2024
Q3 		$710K Sell
3,810
-158
-4% -$28.8K 0.3% 75
2024
Q2 		$767K Buy
3,968
+452
+13% +$83K 0.36% 72
2024
Q1 		$634K Buy
3,516
+837
+31% +$140K 0.32% 76
2023
Q4 		$407K Sell
2,679
-160
-6% -$22.4K 0.23% 85
2023
Q3 		$361K Buy
2,839
+190
+7% +$25.5K 0.24% 87
2023
Q2 		$345K Sell
2,649
-365
-12% -$41.7K 0.23% 93
2023
Q1 		$311K Buy
3,014
+49
+2% +$4.73K 0.24% 95
2022
Q4 		$249K Hold
2,965
– – 0.2% 99
2022
Q3 		$335K Buy
2,965
+30
+1% +$3.79K 0.29% 76
2022
Q2 		$312K Buy
2,935
+75
+3% +$9.38K 0.25% 87
2022
Q1 		$355K Sell
2,860
-60
-2% -$9.27K 0.28% 83
2021
Q4 		$487K Sell
2,920
-140
-5% -$24K 0.35% 60
2021
Q3 		$503K Buy
3,060
+220
+8% +$37.9K 0.4% 51
2021
Q2 		$489K Hold
2,840
– – 0.4% 57
2021
Q1 		$439K Sell
2,840
-200
-7% -$31.7K 0.39% 57
2020
Q4 		$495K Buy
+3,040
New +$485K 0.45% 50

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lokken Investment Group's AMZN Position: Q3 2025 in Review

Lokken Investment Group increased its Amazon (AMZN) stake by 1.3% in Q3 2025, buying an estimated $12.2K and bringing the position to 4,144 shares worth $910K. The position accounts for 0.31% of the portfolio, ranked #74.

Lokken Investment Group first reported a position in AMZN in Q4 2020 and has held it in 20 quarters since. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Lokken Investment Group held 4,144 shares of Amazon worth $910K as of Q3 2025.
  • Lokken Investment Group bought 54 Amazon shares in Q3 2025, an estimated $12.2K.
  • Amazon made up 0.31% of Lokken Investment Group's portfolio in Q3 2025, its #74 holding.
  • Lokken Investment Group first reported a position in Amazon in Q4 2020 and has held it in 20 quarters since.
  • 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.