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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lowery Thomas LLC's AMZN Position: Q1 2026 in Review

Lowery Thomas LLC reduced its Amazon (AMZN) stake by 0.49% in Q1 2026, selling an estimated $4.4K and leaving 4,040 shares worth $841K. The position accounts for 0.48% of the portfolio, ranked #39.

Lowery Thomas LLC first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2024. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Lowery Thomas LLC held 4,040 shares of Amazon worth $841K as of Q1 2026.
Lowery Thomas LLC sold 20 Amazon shares in Q1 2026, an estimated $4.4K.
Amazon made up 0.48% of Lowery Thomas LLC's portfolio in Q1 2026, its #39 holding.
Lowery Thomas LLC first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
Lowery Thomas LLC's Amazon position peaked at $1.03M in Q4 2024.
5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.