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AMZN icon

LWM Advisory Services’s Amazon AMZN Stock Holding History

LWM Advisory 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
Q2 		$1.31M Sell
5,506
-9,195
-63% -$2.31M 2.34% 8
2026
Q1 		$3.06M Sell
14,701
-1,858
-11% -$409K 3.27% 9
2025
Q4 		$3.82M Buy
16,559
+250
+2% +$57.2K 2.24% 12
2025
Q3 		$3.58M Sell
16,309
-241
-1% -$54.6K 2.09% 12
2025
Q2 		$3.63M Sell
16,550
-497
-3% -$98.4K 2.5% 12
2025
Q1 		$3.25M Buy
17,047
+450
+3% +$97.7K 2.25% 13
2024
Q4 		$3.64M Sell
16,597
-628
-4% -$128K 2.53% 10
2024
Q3 		$3.21M Buy
17,225
+1,728
+11% +$315K 2.38% 10
2024
Q2 		$2.99M Sell
15,497
-1,082
-7% -$199K 2.51% 10
2024
Q1 		$2.99M Sell
16,579
-86
-0.5% -$14.4K 2.4% 11
2023
Q4 		$2.53M Buy
16,665
+413
+3% +$57.9K 2.23% 10
2023
Q3 		$2.07M Sell
16,252
-91
-0.6% -$12.2K 2.22% 11
2023
Q2 		$2.13M Sell
16,343
-203
-1% -$23.2K 2.25% 11
2023
Q1 		$1.71M Buy
16,546
+652
+4% +$63K 1.83% 14
2022
Q4 		$1.34M Sell
15,894
-14,494
-48% -$1.43M 1.49% 18
2022
Q3 		$3.41M Buy
30,388
+1,591
+6% +$201K 3.86% 5
2022
Q2 		$3.07M Buy
28,797
+2,117
+8% +$265K 3.68% 5
2022
Q1 		$4.35M Buy
26,680
+1,520
+6% +$235K 5.4% 4
2021
Q4 		$4.2M Buy
+25,160
New +$4.31M 5.2% 4

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LWM Advisory Services's AMZN Position: Q2 2026 in Review

LWM Advisory Services reduced its Amazon (AMZN) stake by 63% in Q2 2026, selling an estimated $2.31M and leaving 5,506 shares worth $1.31M. The position accounts for 2.34% of the portfolio, ranked #8.

LWM Advisory Services first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.35M in Q1 2022. 3,473 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • LWM Advisory Services held 5,506 shares of Amazon worth $1.31M as of Q2 2026.
  • LWM Advisory Services sold 9,195 Amazon shares in Q2 2026, an estimated $2.31M.
  • Amazon made up 2.34% of LWM Advisory Services's portfolio in Q2 2026, its #8 holding.
  • LWM Advisory Services first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • LWM Advisory Services's Amazon position peaked at $4.35M in Q1 2022.
  • 3,473 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.