Lord & Richards Wealth Management
AMZN icon

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
Q3 		$1.44M Buy
5,781
+213
+4% +$54.1K 1.1% 26
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lord & Richards Wealth Management's AMZN Position: Q3 2026 in Review

Lord & Richards Wealth Management increased its Amazon (AMZN) stake by 3.8% in Q3 2026, buying an estimated $54.1K and bringing the position to 5,781 shares worth $1.44M. The position accounts for 1.1% of the portfolio, ranked #26.

Lord & Richards Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. The position peaked at $2M in Q3 2025. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Lord & Richards Wealth Management held 5,781 shares of Amazon worth $1.44M as of Q3 2026.
  • Lord & Richards Wealth Management bought 213 Amazon shares in Q3 2026, an estimated $54.1K.
  • Amazon made up 1.1% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Lord & Richards Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • Lord & Richards Wealth Management's Amazon position peaked at $2M in Q3 2025.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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