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Lorne Steinberg Wealth Management’s Amazon AMZN Stock Holding History

Lorne Steinberg 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
Q1 		$9.73M Buy
46,722
+999
+2% +$220K 2.31% 16
2025
Q4 		$10.6M Buy
45,723
+295
+0.6% +$67.5K 2.43% 13
2025
Q3 		$9.97M Buy
45,428
+689
+2% +$156K 2.4% 14
2025
Q2 		$9.82M Buy
44,739
+3,575
+9% +$707K 2.56% 13
2025
Q1 		$7.83M Sell
41,164
-449
-1% -$97.4K 2.28% 13
2024
Q4 		$9.13M Buy
41,613
+995
+2% +$204K 2.65% 11
2024
Q3 		$7.57M Buy
40,618
+3,582
+10% +$654K 2.19% 16
2024
Q2 		$7.16M Sell
37,036
-69
-0.2% -$12.7K 2.3% 14
2024
Q1 		$6.69M Sell
37,105
-1,483
-4% -$248K 2.09% 21
2023
Q4 		$5.86M Buy
38,588
+363
+0.9% +$50.9K 1.97% 22
2023
Q3 		$4.86M Buy
38,225
+365
+1% +$48.9K 1.87% 27
2023
Q2 		$4.94M Buy
37,860
+1,391
+4% +$159K 1.86% 26
2023
Q1 		$3.77M Buy
36,469
+885
+2% +$85.5K 1.51% 36
2022
Q4 		$2.99M Buy
35,584
+385
+1% +$38K 1.28% 38
2022
Q3 		$3.98M Buy
35,199
+18,530
+111% +$2.34M 1.93% 21
2022
Q2 		$1.77M Buy
16,669
+309
+2% +$38.7K 0.83% 46
2022
Q1 		$2.67M Buy
16,360
+14,800
+949% +$2.29M 1.23% 38
2021
Q4 		$260K Hold
1,560
– – 0.11% 59
2021
Q3 		$256K Buy
1,560
+60
+4% +$10.3K 0.12% 59
2021
Q2 		$258K Buy
+1,500
New +$249K 0.13% 58
2021
Q1 		– Sell
-1,280
Closed -$209K – 64
2020
Q4 		$209K Buy
+1,280
New +$204K 0.13% 58

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lorne Steinberg Wealth Management's AMZN Position: Q1 2026 in Review

Lorne Steinberg Wealth Management increased its Amazon (AMZN) stake by 2.2% in Q1 2026, buying an estimated $220K and bringing the position to 46,722 shares worth $9.73M. The position accounts for 2.31% of the portfolio, ranked #16.

Lorne Steinberg Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $10.6M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lorne Steinberg Wealth Management held 46,722 shares of Amazon worth $9.73M as of Q1 2026.
  • Lorne Steinberg Wealth Management bought 999 Amazon shares in Q1 2026, an estimated $220K.
  • Amazon made up 2.31% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Lorne Steinberg Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • Lorne Steinberg Wealth Management's Amazon position peaked at $10.6M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.