Lowery Thomas LLC
AMZN icon

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
Q3 		$957K Sell
3,840
-100
-3% -$25.4K 0.48% 39
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Lowery Thomas LLC's AMZN Position: Q3 2026 in Review

Lowery Thomas LLC reduced its Amazon (AMZN) stake by 2.5% in Q3 2026, selling an estimated $25.4K and leaving 3,840 shares worth $957K. 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 20 quarters since. The position peaked at $1.03M in Q4 2024. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Lowery Thomas LLC held 3,840 shares of Amazon worth $957K as of Q3 2026.
  • Lowery Thomas LLC sold 100 Amazon shares in Q3 2026, an estimated $25.4K.
  • Amazon made up 0.48% of Lowery Thomas LLC's portfolio in Q3 2026, its #39 holding.
  • Lowery Thomas LLC first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • Lowery Thomas LLC's Amazon position peaked at $1.03M in Q4 2024.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.