LK
AMZN icon

Lumbard & Kellner’s Amazon AMZN Stock Holding History

Lumbard & Kellner’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 		$6.8M Buy
32,627
+4,420
+16% +$973K 2.35% 17
2025
Q4 		$6.51M Sell
28,207
-208
-0.7% -$47.6K 2.28% 15
2025
Q3 		$6.24M Buy
28,415
+44
+0.2% +$9.96K 2.29% 15
2025
Q2 		$6.22M Sell
28,371
-226
-0.8% -$44.7K 2.71% 12
2025
Q1 		$5.44M Buy
28,597
+27,362
+2,216% +$5.94M 2.4% 16
2024
Q4 		$271K Hold
1,235
– – 0.12% 70
2024
Q3 		$230K Hold
1,235
– – 0.1% 74
2024
Q2 		$239K Buy
+1,235
New +$227K 0.11% 65

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lumbard & Kellner's AMZN Position: Q1 2026 in Review

Lumbard & Kellner increased its Amazon (AMZN) stake by 16% in Q1 2026, buying an estimated $973K and bringing the position to 32,627 shares worth $6.8M. The position accounts for 2.35% of the portfolio, ranked #17.

Lumbard & Kellner first reported a position in AMZN in Q2 2024 and has held it in 8 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lumbard & Kellner held 32,627 shares of Amazon worth $6.8M as of Q1 2026.
  • Lumbard & Kellner bought 4,420 Amazon shares in Q1 2026, an estimated $973K.
  • Amazon made up 2.35% of Lumbard & Kellner's portfolio in Q1 2026, its #17 holding.
  • Lumbard & Kellner first reported a position in Amazon in Q2 2024 and has held it in 8 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.