LVW Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.2M | Buy |
55,422
+784
| +1% | +$197K | 1.14% | 20 |
|
|
2026
Q1 | $11.4M | Buy |
54,638
+3,824
| +8% | +$842K | 1.08% | 21 |
|
|
2025
Q4 | $11.7M | Buy |
50,814
+984
| +2% | +$225K | 1.19% | 21 |
|
|
2025
Q3 | $10.9M | Buy |
49,830
+2,861
| +6% | +$648K | 1.12% | 20 |
|
|
2025
Q2 | $10.3M | Buy |
46,969
+3,692
| +9% | +$731K | 1.12% | 19 |
|
|
2025
Q1 | $8.23M | Buy |
43,277
+1,292
| +3% | +$280K | 0.98% | 18 |
|
|
2024
Q4 | $9.21M | Sell |
41,985
-776
| -2% | -$159K | 1.11% | 18 |
|
|
2024
Q3 | $7.97M | Buy |
42,761
+3,016
| +8% | +$550K | 1.01% | 17 |
|
|
2024
Q2 | $7.68M | Buy |
39,745
+1,755
| +5% | +$322K | 1.12% | 13 |
|
|
2024
Q1 | $6.85M | Buy |
37,990
+2,935
| +8% | +$490K | 1.16% | 12 |
|
|
2023
Q4 | $5.33M | Buy |
35,055
+2,122
| +6% | +$297K | 1% | 16 |
|
|
2023
Q3 | $4.19M | Sell |
32,933
-1,484
| -4% | -$199K | 0.86% | 25 |
|
|
2023
Q2 | $4.49M | Sell |
34,417
-1,106
| -3% | -$126K | 0.86% | 23 |
|
|
2023
Q1 | $3.67M | Buy |
35,523
+1,211
| +4% | +$117K | 0.72% | 37 |
|
|
2022
Q4 | $2.88M | Sell |
34,312
-3,100
| -8% | -$306K | 0.59% | 53 |
|
|
2022
Q3 | $4.23M | Sell |
37,412
-521
| -1% | -$65.9K | 0.94% | 24 |
|
|
2022
Q2 | $4.03M | Buy |
37,933
+833
| +2% | +$104K | 0.82% | 32 |
|
|
2022
Q1 | $6.05M | Buy |
37,100
+2,620
| +8% | +$405K | 1.02% | 18 |
|
|
2021
Q4 | $5.75M | Sell |
34,480
-3,280
| -9% | -$561K | 0.98% | 21 |
|
|
2021
Q3 | $6.2M | Sell |
37,760
-360
| -0.9% | -$62.1K | 1.07% | 17 |
|
|
2021
Q2 | $6.56M | Buy |
38,120
+2,360
| +7% | +$392K | 1.16% | 15 |
|
|
2021
Q1 | $5.53M | Buy |
35,760
+2,260
| +7% | +$358K | 1.06% | 18 |
|
|
2020
Q4 | $5.46M | Sell |
33,500
-740
| -2% | -$118K | 1.09% | 18 |
|
|
2020
Q3 | $5.39M | Buy |
34,240
+560
| +2% | +$88.3K | 1.19% | 15 |
|
|
2020
Q2 | $4.65M | Buy |
33,680
+1,660
| +5% | +$200K | 1.12% | 18 |
|
|
2020
Q1 | $3.12M | Buy |
32,020
+5,200
| +19% | +$503K | 0.83% | 37 |
|
|
2019
Q4 | $2.48M | Buy |
26,820
+120
| +0.4% | +$10.6K | 0.56% | 52 |
|
|
2019
Q3 | $2.32M | Buy |
26,700
+960
| +4% | +$89K | 0.57% | 50 |
|
|
2019
Q2 | $2.44M | Buy |
25,740
+840
| +3% | +$78.2K | 0.67% | 44 |
|
|
2019
Q1 | $2.22M | Buy |
24,900
+3,860
| +18% | +$321K | 0.59% | 47 |
|
|
2018
Q4 | $1.58M | Buy |
21,040
+6,660
| +46% | +$554K | 0.53% | 47 |
|
|
2018
Q3 | $1.44M | Sell |
14,380
-680
| -5% | -$63.9K | 0.4% | 50 |
|
|
2018
Q2 | $1.28M | Sell |
15,060
-1,900
| -11% | -$151K | 0.41% | 53 |
|
|
2018
Q1 | $1.23M | Buy |
16,960
+3,940
| +30% | +$282K | 0.38% | 54 |
|
|
2017
Q4 | $761K | Buy |
13,020
+140
| +1% | +$7.7K | 0.22% | 70 |
|
|
2017
Q3 | $619K | Sell |
12,880
-380
| -3% | -$18.7K | 0.25% | 71 |
|
|
2017
Q2 | $642K | Sell |
13,260
-360
| -3% | -$17.2K | 0.23% | 56 |
|
|
2017
Q1 | $604K | Sell |
13,620
-2,060
| -13% | -$85.9K | 0.22% | 64 |
|
|
2016
Q4 | $588K | Sell |
15,680
-1,820
| -10% | -$71.3K | 0.21% | 67 |
|
|
2016
Q3 | $733K | Sell |
17,500
-500
| -3% | -$19.1K | 0.24% | 56 |
|
|
2016
Q2 | $644K | Sell |
18,000
-5,080
| -22% | -$172K | 0.24% | 53 |
|
|
2016
Q1 | $685K | Buy |
23,080
+2,800
| +14% | +$79.5K | 0.22% | 61 |
|
|
2015
Q4 | $685K | Sell |
20,280
-620
| -3% | -$19.5K | 0.27% | 55 |
|
|
2015
Q3 | $535K | Sell |
20,900
-680
| -3% | -$17.2K | 0.25% | 66 |
|
|
2015
Q2 | $468K | Buy |
21,580
+200
| +0.9% | +$4.18K | 0.2% | 70 |
|
|
2015
Q1 | $398K | Sell |
21,380
-340
| -2% | -$5.98K | 0.19% | 89 |
|
|
2014
Q4 | $337K | Buy |
+21,720
| New | +$338K | 0.19% | 108 |
|
Other funds holding AMZN
LVW Advisors's AMZN Position: Q2 2026 in Review
LVW Advisors increased its Amazon (AMZN) stake by 1.4% in Q2 2026, buying an estimated $197K and bringing the position to 55,422 shares worth $13.2M. The position accounts for 1.14% of the portfolio, ranked #20.
LVW Advisors first reported a position in AMZN in Q4 2014 and has held it in 47 quarters since. 2,877 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- LVW Advisors held 55,422 shares of Amazon worth $13.2M as of Q2 2026.
- LVW Advisors bought 784 Amazon shares in Q2 2026, an estimated $197K.
- Amazon made up 1.14% of LVW Advisors's portfolio in Q2 2026, its #20 holding.
- LVW Advisors first reported a position in Amazon in Q4 2014 and has held it in 47 quarters since.
- 2,877 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.