Loring Wolcott & Coolidge Fiduciary Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$536M Buy
2,248,322
+3,524
+0.2% +$885K 5.2% 4
2026
Q1
$535M Buy
2,244,798
+47,040
+2% +$10.4M 5.36% 4
2025
Q4
$538M Sell
2,197,758
-3,803
-0.2% -$870K 4.87% 4
2025
Q3
$487M Sell
2,201,561
-13,217
-0.6% -$2.99M 4.27% 5
2025
Q2
$486M Buy
2,214,778
+14,542
+0.7% +$2.88M 4.29% 5
2025
Q1
$397M Sell
2,200,236
-6,596
-0.3% -$1.43M 3.87% 7
2024
Q4
$520M Sell
2,206,832
-10,131
-0.5% -$2.07M 4.47% 6
2024
Q3
$413M Buy
2,216,963
+114,371
+5% +$20.9M 3.69% 8
2024
Q2
$406M Buy
2,102,592
+16,373
+0.8% +$3.01M 3.74% 7
2024
Q1
$370M Sell
2,086,219
-26,653
-1% -$4.45M 3.67% 8
2023
Q4
$328M Buy
2,112,872
+1,475
+0.1% +$207K 3.25% 9
2023
Q3
$292M Sell
2,111,397
-3,001
-0.1% -$402K 3.26% 9
2023
Q2
$276M Buy
2,114,398
+7,341
+0.3% +$838K 2.94% 12
2023
Q1
$218M Buy
2,107,057
+32,047
+2% +$3.1M 2.49% 12
2022
Q4
$174M Buy
2,075,010
+3,788
+0.2% +$374K 2.16% 17
2022
Q3
$234M Buy
2,071,222
+3,373
+0.2% +$426K 3.04% 11
2022
Q2
$220M Buy
2,067,849
+33,249
+2% +$4.16M 2.7% 11
2022
Q1
$332M Buy
2,034,600
+101,500
+5% +$15.7M 3.4% 8
2021
Q4
$322M Buy
1,933,100
+39,980
+2% +$6.84M 2.95% 10
2021
Q3
$311M Buy
1,893,120
+83,960
+5% +$14.5M 3.08% 11
2021
Q2
$311M Buy
1,809,160
+40,080
+2% +$6.66M 3.15% 10
2021
Q1
$274M Buy
1,769,080
+21,440
+1% +$3.4M 3.03% 10
2020
Q4
$285M Buy
1,747,640
+15,520
+0.9% +$2.48M 3.19% 9
2020
Q3
$273M Buy
1,732,120
+8,120
+0.5% +$1.28M 3.42% 8
2020
Q2
$238M Buy
1,724,000
+112,340
+7% +$13.6M 3.28% 9
2020
Q1
$157M Buy
1,611,660
+42,740
+3% +$4.14M 2.63% 13
2019
Q4
$145M Buy
1,568,920
+34,020
+2% +$3.01M 1.96% 18
2019
Q3
$133M Buy
1,534,900
+81,380
+6% +$7.55M 1.93% 17
2019
Q2
$138M Buy
1,453,520
+389,300
+37% +$36.3M 2% 17
2019
Q1
$94.8M Buy
1,064,220
+473,640
+80% +$39.4M 1.44% 24
2018
Q4
$44.4M Buy
590,580
+173,400
+42% +$14.4M 0.8% 37
2018
Q3
$41.8M Buy
417,180
+19,420
+5% +$1.83M 0.66% 41
2018
Q2
$33.8M Buy
397,760
+26,480
+7% +$2.1M 0.59% 42
2018
Q1
$26.9M Buy
371,280
+238,480
+180% +$17.1M 0.49% 47
2017
Q4
$7.76M Buy
132,800
+4,180
+3% +$230K 0.14% 82
2017
Q3
$6.18M Buy
128,620
+1,720
+1% +$84.5K 0.12% 85
2017
Q2
$6.27M Buy
126,900
+1,700
+1% +$81.1K 0.12% 84
2017
Q1
$5.55M Buy
125,200
+7,700
+7% +$321K 0.12% 90
2016
Q4
$4.41M Buy
117,500
+2,240
+2% +$87.8K 0.1% 94
2016
Q3
$4.83M Buy
115,260
+1,800
+2% +$68.9K 0.11% 92
2016
Q2
$4.06M Sell
113,460
-4,080
-3% -$138K 0.09% 96
2016
Q1
$3.49M Sell
117,540
-960
-0.8% -$27.2K 0.08% 101
2015
Q4
$4M Sell
118,500
-11,040
-9% -$348K 0.1% 100
2015
Q3
$2.81M Hold
129,540
0.07% 105
2015
Q2
$2.81M Sell
129,540
-1,580
-1% -$33K 0.07% 105
2015
Q1
$2.44M Buy
131,120
+38,300
+41% +$673K 0.06% 107
2014
Q4
$1.44M Buy
92,820
+1,560
+2% +$24.3K 0.04% 133
2014
Q3
$1.47M Sell
91,260
-2,500
-3% -$41.6K 0.04% 123
2014
Q2
$1.52M Buy
93,760
+1,000
+1% +$15.8K 0.04% 123
2014
Q1
$1.56M Buy
92,760
+6,960
+8% +$129K 0.04% 120
2013
Q4
$1.71M Sell
85,800
-12,140
-12% -$218K 0.05% 117
2013
Q3
$1.53M Buy
97,940
+2,100
+2% +$31.3K 0.05% 123
2013
Q2
$1.33M Buy
+95,840
New +$1.28M 0.04% 136

Other funds holding AMZN

Loring Wolcott & Coolidge Fiduciary Advisors's AMZN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Amazon (AMZN) stake by 0.16% in Q2 2026, buying an estimated $885K and bringing the position to 2,248,322 shares worth $536M. The position accounts for 5.2% of the portfolio, ranked #4.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AMZN in Q2 2013 and has held it in 53 quarters since. The position peaked at $538M in Q4 2025. 3,180 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 2,248,322 shares of Amazon worth $536M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 3,524 Amazon shares in Q2 2026, an estimated $885K.
  • Amazon made up 5.2% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #4 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Amazon in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Amazon position peaked at $538M in Q4 2025.
  • 3,180 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.