LI
AMZN icon

LRI Investments’s Amazon AMZN Stock Holding History

LRI Investments’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 		$11.4M Buy
68,711
+2,613
+4% +$656K 0.92% 20
2026
Q1 		$9.43M Sell
66,098
-1,640
-2% -$361K 0.83% 22
2025
Q4 		$10.8M Buy
67,738
+543
+0.8% +$124K 0.87% 21
2025
Q3 		$10.2M Buy
67,195
+669
+1% +$151K 0.83% 20
2025
Q2 		$10M Sell
66,526
-1,291
-2% -$255K 0.85% 20
2025
Q1 		$8.94M Sell
67,817
-22,329
-25% -$4.85M 0.86% 18
2024
Q4 		$15.2M Sell
90,146
-205
-0.2% -$41.9K 1.46% 9
2024
Q3 		$14.7M Buy
90,351
+23,010
+34% +$4.2M 1.43% 9
2024
Q2 		$13M Buy
67,341
+6,591
+11% +$1.21M 1.48% 9
2024
Q1 		$11M Buy
+60,750
New +$10.1M 2.77% 10

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LRI Investments's AMZN Position: Q2 2026 in Review

LRI Investments increased its Amazon (AMZN) stake by 4% in Q2 2026, buying an estimated $656K and bringing the position to 68,711 shares worth $11.4M. The position accounts for 0.92% of the portfolio, ranked #20.

LRI Investments first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.2M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LRI Investments held 68,711 shares of Amazon worth $11.4M as of Q2 2026.
  • LRI Investments bought 2,613 Amazon shares in Q2 2026, an estimated $656K.
  • Amazon made up 0.92% of LRI Investments's portfolio in Q2 2026, its #20 holding.
  • LRI Investments first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Amazon position peaked at $15.2M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.