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Lutz Financial Services’s Amazon AMZN Stock Holding History

Lutz Financial Services’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 		$719K Sell
3,453
-266
-7% -$58.6K 0.05% 67
2025
Q4 		$858K Buy
3,719
+361
+11% +$82.6K 0.06% 66
2025
Q3 		$737K Sell
3,358
-3
-0.1% -$679 0.05% 66
2025
Q2 		$737K Sell
3,361
-16
-0.5% -$3.17K 0.06% 64
2025
Q1 		$643K Buy
3,377
+89
+3% +$19.3K 0.05% 67
2024
Q4 		$721K Buy
3,288
+18
+0.6% +$3.68K 0.06% 67
2024
Q3 		$609K Buy
3,270
+217
+7% +$39.6K 0.05% 67
2024
Q2 		$590K Hold
3,053
– – 0.05% 68
2024
Q1 		$551K Buy
3,053
+57
+2% +$9.52K 0.05% 68
2023
Q4 		$455K Sell
2,996
-467
-13% -$65.5K 0.04% 69
2023
Q3 		$440K Buy
3,463
+386
+13% +$51.7K 0.05% 64
2023
Q2 		$401K Sell
3,077
-27
-0.9% -$3.08K 0.04% 65
2023
Q1 		$321K Buy
3,104
+21
+0.7% +$2.03K 0.04% 68
2022
Q4 		$259K Sell
3,083
-65
-2% -$6.42K 0.03% 71
2022
Q3 		$356K Buy
+3,148
New +$398K 0.05% 63
2018
Q1 		– Sell
-20,060
Closed -$1.17M – 44
2017
Q4 		$1.17M Buy
+20,060
New +$1.1M 0.34% 31

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

Lutz Financial Services's AMZN Position: Q1 2026 in Review

Lutz Financial Services reduced its Amazon (AMZN) stake by 7.2% in Q1 2026, selling an estimated $58.6K and leaving 3,453 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #67.

Lutz Financial Services first reported a position in AMZN in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.17M in Q4 2017. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lutz Financial Services held 3,453 shares of Amazon worth $719K as of Q1 2026.
  • Lutz Financial Services sold 266 Amazon shares in Q1 2026, an estimated $58.6K.
  • Amazon made up 0.05% of Lutz Financial Services's portfolio in Q1 2026, its #67 holding.
  • Lutz Financial Services first reported a position in Amazon in Q4 2017 and has held it in 16 quarters since.
  • Lutz Financial Services's Amazon position peaked at $1.17M in Q4 2017.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.