Lowery Thomas LLC’s Amazon AMZN Stock Holding History

Lowery Thomas LLC’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	$939K	Sell	3,940 -100	-2%	-$25.1K	0.46%	39
2026 Q1	$841K	Sell	4,040 -20	-0.5%	-$4.4K	0.48%	39
2025 Q4	$937K	Sell	4,060 -20	-0.5%	-$4.58K	0.53%	39
2025 Q3	$896K	Hold	4,080	–	–	0.52%	38
2025 Q2	$895K	Hold	4,080	–	–	0.57%	34
2025 Q1	$776K	Sell	4,080 -600	-13%	-$130K	0.53%	36
2024 Q4	$1.03M	Buy	4,680 +2,090	+81%	+$428K	0.67%	32
2024 Q3	$483K	Hold	2,590	–	–	0.33%	43
2024 Q2	$501K	Sell	2,590 -18	-0.7%	-$3.31K	0.37%	37
2024 Q1	$470K	Sell	2,608 -250	-9%	-$41.7K	0.36%	38
2023 Q4	$434K	Sell	2,858 -50	-2%	-$7.01K	0.37%	41
2023 Q3	$370K	Sell	2,908 -50	-2%	-$6.7K	0.35%	41
2023 Q2	$386K	Hold	2,958	–	–	0.38%	38
2023 Q1	$306K	Buy	2,958 +70	+2%	+$6.76K	0.34%	37
2022 Q4	$243K	Sell	2,888 -650	-18%	-$64.2K	0.29%	34
2022 Q3	$400K	Hold	3,538	–	–	0.47%	35
2022 Q2	$376K	Sell	3,538 -962	-21%	-$120K	0.36%	34
2022 Q1	$733K	Buy	4,500 +400	+10%	+$61.8K	0.57%	33
2021 Q4	$684K	Buy	+4,100	New	+$702K	0.47%	36

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lowery Thomas LLC's AMZN Position: Q2 2026 in Review

Lowery Thomas LLC reduced its Amazon (AMZN) stake by 2.5% in Q2 2026, selling an estimated $25.1K and leaving 3,940 shares worth $939K. The position accounts for 0.46% of the portfolio, ranked #39.

Lowery Thomas LLC first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2024. 6,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Lowery Thomas LLC held 3,940 shares of Amazon worth $939K as of Q2 2026.
Lowery Thomas LLC sold 100 Amazon shares in Q2 2026, an estimated $25.1K.
Amazon made up 0.46% of Lowery Thomas LLC's portfolio in Q2 2026, its #39 holding.
Lowery Thomas LLC first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
Lowery Thomas LLC's Amazon position peaked at $1.03M in Q4 2024.
6,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.