Lummis Asset Management’s Amazon AMZN Stock Holding History

Lummis Asset 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	$1.68M	Buy	7,088 +33	+0.5%	+$8.28K	1.01%	27
2026 Q1	$1.58M	Hold	7,055	–	–	0.95%	31
2025 Q4	$1.63M	Buy	7,055 +14	+0.2%	+$3.2K	1%	27
2025 Q3	$1.55M	Hold	7,041	–	–	1.02%	26
2025 Q2	$1.55M	Hold	7,041	–	–	1.01%	28
2025 Q1	$1.33M	Buy	7,041 +2,000	+40%	+$434K	0.92%	29
2024 Q4	$1.11M	Hold	5,041	–	–	1.4%	22
2024 Q3	$939K	Hold	5,041	–	–	1.1%	26
2024 Q2	$974K	Hold	5,041	–	–	1.29%	23
2024 Q1	$909K	Sell	5,041 -2,000	-28%	-$334K	1.22%	26
2023 Q4	$1.07M	Buy	+7,041	New	+$987K	0.82%	32

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

Lummis Asset Management's AMZN Position: Q2 2026 in Review

Lummis Asset Management increased its Amazon (AMZN) stake by 0.47% in Q2 2026, buying an estimated $8.28K and bringing the position to 7,088 shares worth $1.68M. The position accounts for 1.01% of the portfolio, ranked #27.

Lummis Asset Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Lummis Asset Management held 7,088 shares of Amazon worth $1.68M as of Q2 2026.
Lummis Asset Management bought 33 Amazon shares in Q2 2026, an estimated $8.28K.
Amazon made up 1.01% of Lummis Asset Management's portfolio in Q2 2026, its #27 holding.
Lummis Asset Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.