Lord & Richards Wealth Management’s Amazon AMZN Stock Holding History

Lord & Richards 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	$1.33M	Sell	5,568 -206	-4%	-$51.7K	1.04%	26
2026 Q1	$1.2M	Sell	5,774 -43	-0.7%	-$9.47K	1.06%	24
2025 Q4	$1.34M	Sell	5,817 -3,283	-36%	-$751K	1.15%	24
2025 Q3	$2M	Buy	9,100 +297	+3%	+$67.2K	1.83%	16
2025 Q2	$1.93M	Buy	8,803 +1,646	+23%	+$326K	2.02%	11
2025 Q1	$1.36M	Buy	7,157 +3,806	+114%	+$826K	1.54%	15
2024 Q4	$735K	Buy	+3,351	New	+$686K	1.55%	20

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Lord & Richards Wealth Management's AMZN Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Amazon (AMZN) stake by 3.6% in Q2 2026, selling an estimated $51.7K and leaving 5,568 shares worth $1.33M. The position accounts for 1.04% of the portfolio, ranked #26.

Lord & Richards Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q3 2025. 1,795 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Lord & Richards Wealth Management held 5,568 shares of Amazon worth $1.33M as of Q2 2026.
Lord & Richards Wealth Management sold 206 Amazon shares in Q2 2026, an estimated $51.7K.
Amazon made up 1.04% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #26 holding.
Lord & Richards Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Amazon position peaked at $2M in Q3 2025.
1,795 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.