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Amazon shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Amazon

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All positions including Amazon held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $518k 2.8k 186.33
2024-06-30 $462k 2.4k 193.25
2024-03-31 $438k 2.4k 180.38
2023-09-30 $363k 2.9k 127.12

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Amazon

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Capital Research Global Investors
Northern Trust
Goldman Sachs Group
Wellington Management Company
Legal & General Group
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation

View all funds holding Amazon