Luminvest Wealth Management’s Amazon AMZN Stock Holding History

Luminvest Wealth Management’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	$373K	Buy	1,566 +478	+44%	+$120K	0.09%	43
2026 Q1	$227K	Buy	+1,088	New	+$240K	0.06%	50
2025 Q4	–	Sell	-953	Closed	-$209K	–	51
2025 Q3	$209K	Hold	953	–	–	0.07%	46
2025 Q2	$209K	Buy	+953	New	+$189K	0.08%	38

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Luminvest Wealth Management's AMZN Position: Q2 2026 in Review

Luminvest Wealth Management increased its Amazon (AMZN) stake by 44% in Q2 2026, buying an estimated $120K and bringing the position to 1,566 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #43.

Luminvest Wealth Management first reported a position in AMZN in Q2 2025 and has held it in 4 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Luminvest Wealth Management held 1,566 shares of Amazon worth $373K as of Q2 2026.
Luminvest Wealth Management bought 478 Amazon shares in Q2 2026, an estimated $120K.
Amazon made up 0.09% of Luminvest Wealth Management's portfolio in Q2 2026, its #43 holding.
Luminvest Wealth Management first reported a position in Amazon in Q2 2025 and has held it in 4 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.