LK
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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
Q2 		$7.95M Buy
33,345
+718
+2% +$180K 2.41% 14
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 $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

Lumbard & Kellner's AMZN Position: Q2 2026 in Review

Lumbard & Kellner increased its Amazon (AMZN) stake by 2.2% in Q2 2026, buying an estimated $180K and bringing the position to 33,345 shares worth $7.95M. The position accounts for 2.41% of the portfolio, ranked #14.

Lumbard & Kellner first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lumbard & Kellner held 33,345 shares of Amazon worth $7.95M as of Q2 2026.
  • Lumbard & Kellner bought 718 Amazon shares in Q2 2026, an estimated $180K.
  • Amazon made up 2.41% of Lumbard & Kellner's portfolio in Q2 2026, its #14 holding.
  • Lumbard & Kellner first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.