LPWM LLC
AMZN icon

LPWM LLC’s Amazon AMZN Stock Holding History

LPWM 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 		$1.95M Buy
7,842
+33
+0.4% +$8.38K 0.43% 33
2026
Q2 		$1.86M Sell
7,809
-104
-1% -$26.1K 0.41% 34
2026
Q1 		$1.65M Buy
7,913
+270
+4% +$59.4K 0.42% 33
2025
Q4 		$1.76M Buy
7,643
+772
+11% +$177K 0.45% 34
2025
Q3 		$1.51M Buy
6,871
+192
+3% +$43.5K 0.4% 33
2025
Q2 		$1.47M Buy
6,679
+117
+2% +$23.2K 0.43% 32
2025
Q1 		$1.25M Buy
6,562
+118
+2% +$25.6K 0.4% 32
2024
Q4 		$1.41M Hold
6,444
– – 0.45% 31
2024
Q3 		$1.17M Buy
6,444
+25
+0.4% +$4.56K 0.38% 33
2024
Q2 		$1.28M Buy
6,419
+175
+3% +$32.1K 0.44% 31
2024
Q1 		$1.16M Hold
6,244
– – 0.43% 31
2023
Q4 		$907K Buy
6,244
+806
+15% +$113K 0.36% 35
2023
Q3 		$704K Buy
5,438
+35
+0.6% +$4.69K 0.32% 38
2023
Q2 		$704K Buy
5,403
+940
+21% +$107K 0.31% 35
2023
Q1 		$461K Buy
4,463
+13
+0.3% +$1.26K 0.22% 40
2022
Q4 		$400K Buy
4,450
+1,830
+70% +$181K 0.22% 40
2022
Q3 		$296K Hold
2,620
– – 0.18% 49
2022
Q2 		$303K Sell
2,620
-240
-8% -$30K 0.17% 48
2022
Q1 		$451K Sell
2,860
-260
-8% -$40.2K 0.22% 41
2021
Q4 		$520K Hold
3,120
– – 0.28% 36
2021
Q3 		$512K Hold
3,120
– – 0.3% 36
2021
Q2 		$580K Buy
3,120
+220
+8% +$36.6K 0.35% 33
2021
Q1 		$458K Sell
2,900
-140
-5% -$22.2K 0.31% 36
2020
Q4 		$495K Hold
3,040
– – 0.37% 31
2020
Q3 		$490K Buy
3,040
+100
+3% +$15.8K 0.4% 28
2020
Q2 		$406K Sell
2,940
-80
-3% -$9.7K 0.37% 28
2020
Q1 		$294K Buy
3,020
+180
+6% +$17.4K 0.32% 33
2019
Q4 		$262K Buy
+2,840
New +$251K 0.24% 38

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC's AMZN Position: Q3 2026 in Review

LPWM LLC increased its Amazon (AMZN) stake by 0.42% in Q3 2026, buying an estimated $8.38K and bringing the position to 7,842 shares worth $1.95M. The position accounts for 0.43% of the portfolio, ranked #33.

LPWM LLC first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • LPWM LLC held 7,842 shares of Amazon worth $1.95M as of Q3 2026.
  • LPWM LLC bought 33 Amazon shares in Q3 2026, an estimated $8.38K.
  • Amazon made up 0.43% of LPWM LLC's portfolio in Q3 2026, its #33 holding.
  • LPWM LLC first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.