LIWM
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Long Island Wealth Management’s Amazon AMZN Stock Holding History

Long Island 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 		$392K Buy
1,645
+5
+0.3% +$1.25K 0.16% 64
2026
Q1 		$342K Buy
1,640
+55
+3% +$12.1K 0.16% 66
2025
Q4 		$366K Buy
1,585
+200
+14% +$45.8K 0.17% 66
2025
Q3 		$304K Hold
1,385
– – 0.15% 68
2025
Q2 		$304K Buy
1,385
+276
+25% +$54.6K 0.16% 68
2025
Q1 		$211K Buy
1,109
+100
+10% +$21.7K 0.13% 76
2024
Q4 		$221K Buy
+1,009
New +$206K 0.14% 69
2024
Q1 		– Sell
-1,003
Closed -$152K – 96
2023
Q4 		$152K Buy
+1,003
New +$141K 0.11% 81

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

Long Island Wealth Management's AMZN Position: Q2 2026 in Review

Long Island Wealth Management increased its Amazon (AMZN) stake by 0.3% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,645 shares worth $392K. The position accounts for 0.16% of the portfolio, ranked #64.

Long Island Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 8 quarters since. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Long Island Wealth Management held 1,645 shares of Amazon worth $392K as of Q2 2026.
  • Long Island Wealth Management bought 5 Amazon shares in Q2 2026, an estimated $1.25K.
  • Amazon made up 0.16% of Long Island Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Long Island Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 8 quarters since.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.