LWM
AMZN icon

Lyell Wealth Management’s Amazon AMZN Stock Holding History

Lyell 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
Q1 		$36.5M Buy
175,441
+792
+0.5% +$174K 2.69% 5
2025
Q4 		$40.3M Buy
174,649
+4,855
+3% +$1.11M 2.92% 5
2025
Q3 		$37.3M Buy
169,794
+439
+0.3% +$99.4K 2.77% 5
2025
Q2 		$37.2M Buy
169,355
+3,450
+2% +$683K 2.93% 5
2025
Q1 		$31.6M Buy
165,905
+4,225
+3% +$917K 2.95% 4
2024
Q4 		$35.5M Buy
161,680
+1,454
+0.9% +$297K 3.18% 3
2024
Q3 		$29.9M Buy
160,226
+2,724
+2% +$497K 2.71% 4
2024
Q2 		$30.4M Buy
157,502
+5,426
+4% +$997K 2.91% 4
2024
Q1 		$27.4M Buy
152,076
+693
+0.5% +$116K 2.79% 4
2023
Q4 		$23M Buy
151,383
+1,547
+1% +$217K 2.61% 5
2023
Q3 		$19M Sell
149,836
-1,252
-0.8% -$168K 2.56% 5
2023
Q2 		$19.7M Buy
151,088
+4,862
+3% +$555K 2.52% 5
2023
Q1 		$15.1M Buy
146,226
+4,309
+3% +$416K 2.11% 5
2022
Q4 		$11.9M Buy
141,917
+498
+0.4% +$49.2K 1.88% 10
2022
Q3 		$16M Sell
141,419
-1,001
-0.7% -$127K 2.72% 3
2022
Q2 		$15.1M Buy
142,420
+2,560
+2% +$320K 2.47% 4
2022
Q1 		$22.8M Buy
139,860
+18,080
+15% +$2.79M 2.93% 4
2021
Q4 		$20.3M Buy
121,780
+1,700
+1% +$291K 2.32% 7
2021
Q3 		$19.7M Buy
120,080
+1,460
+1% +$252K 2.4% 5
2021
Q2 		$20.4M Buy
118,620
+6,980
+6% +$1.16M 2.53% 6
2021
Q1 		$17.3M Buy
111,640
+3,320
+3% +$526K 2.52% 5
2020
Q4 		$17.6M Sell
108,320
-280
-0.3% -$44.7K 2.82% 3
2020
Q3 		$17.1M Sell
108,600
-600
-0.5% -$94.6K 3.2% 2
2020
Q2 		$15.1M Buy
109,200
+2,400
+2% +$290K 3.3% 4
2020
Q1 		$10.4M Buy
106,800
+5,420
+5% +$525K 3.11% 3
2019
Q4 		$9.37M Buy
101,380
+100
+0.1% +$8.85K 2.5% 5
2019
Q3 		$8.79M Buy
101,280
+1,040
+1% +$96.4K 2.64% 5
2019
Q2 		$9.49M Buy
100,240
+4,800
+5% +$447K 2.86% 4
2019
Q1 		$8.5M Buy
95,440
+12,420
+15% +$1.03M 2.84% 4
2018
Q4 		$6.24M Sell
83,020
-100
-0.1% -$8.31K 2.6% 4
2018
Q3 		$8.32M Sell
83,120
-7,880
-9% -$741K 2.8% 4
2018
Q2 		$7.73M Buy
91,000
+520
+0.6% +$41.3K 2.83% 4
2018
Q1 		$6.55M Buy
90,480
+1,260
+1% +$90.1K 2.42% 4
2017
Q4 		$5.22M Buy
89,220
+2,940
+3% +$162K 2.07% 11
2017
Q3 		$4.15M Buy
86,280
+10,180
+13% +$500K 1.79% 14
2017
Q2 		$3.68M Buy
76,100
+520
+0.7% +$24.8K 1.79% 15
2017
Q1 		$3.35M Buy
75,580
+8,940
+13% +$373K 1.81% 15
2016
Q4 		$2.5M Buy
+66,640
New +$2.61M 1.55% 27

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

Lyell Wealth Management's AMZN Position: Q1 2026 in Review

Lyell Wealth Management increased its Amazon (AMZN) stake by 0.45% in Q1 2026, buying an estimated $174K and bringing the position to 175,441 shares worth $36.5M. The position accounts for 2.69% of the portfolio, ranked #5.

Lyell Wealth Management first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $40.3M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lyell Wealth Management held 175,441 shares of Amazon worth $36.5M as of Q1 2026.
  • Lyell Wealth Management bought 792 Amazon shares in Q1 2026, an estimated $174K.
  • Amazon made up 2.69% of Lyell Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Lyell Wealth Management first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's Amazon position peaked at $40.3M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.