LBMC Investment 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
Q1 | $6.93M | Sell |
33,298
-326
| -1% | -$71.8K | 0.42% | 37 |
|
|
2025
Q4 | $7.76M | Hold |
33,624
| – | – | 0.48% | 34 |
|
|
2025
Q3 | $7.38M | Buy |
33,624
+1,579
| +5% | +$357K | 0.47% | 34 |
|
|
2025
Q2 | $7.03M | Sell |
32,045
-148
| -0.5% | -$29.3K | 0.5% | 32 |
|
|
2025
Q1 | $6.12M | Buy |
32,193
+500
| +2% | +$109K | 0.48% | 33 |
|
|
2024
Q4 | $6.95M | Sell |
31,693
-1,597
| -5% | -$327K | 0.55% | 29 |
|
|
2024
Q3 | $6.2M | Buy |
33,290
+323
| +1% | +$58.9K | 0.49% | 29 |
|
|
2024
Q2 | $6.37M | Buy |
32,967
+15,973
| +94% | +$2.93M | 0.55% | 26 |
|
|
2024
Q1 | $3.07M | Sell |
16,994
-70
| -0.4% | -$11.7K | 0.27% | 37 |
|
|
2023
Q4 | $2.59M | Sell |
17,064
-331
| -2% | -$46.4K | 0.25% | 34 |
|
|
2023
Q3 | $2.17M | Sell |
17,395
-771
| -4% | -$103K | 0.23% | 35 |
|
|
2023
Q2 | $2.37M | Sell |
18,166
-501
| -3% | -$57.2K | 0.23% | 34 |
|
|
2023
Q1 | $1.93M | Sell |
18,667
-242
| -1% | -$23.4K | 0.19% | 39 |
|
|
2022
Q4 | $1.59M | Buy |
18,909
+680
| +4% | +$67.2K | 0.17% | 41 |
|
|
2022
Q3 | $2.06M | Sell |
18,229
-121
| -0.7% | -$15.3K | 0.24% | 33 |
|
|
2022
Q2 | $1.95M | Sell |
18,350
-1,910
| -9% | -$239K | 0.21% | 34 |
|
|
2022
Q1 | $3.3M | Buy |
20,260
+1,040
| +5% | +$161K | 0.29% | 34 |
|
|
2021
Q4 | $3.2M | Buy |
19,220
+1,600
| +9% | +$274K | 0.28% | 33 |
|
|
2021
Q3 | $3.14K | Hold |
17,620
| – | – | 0.29% | 32 |
|
|
2021
Q2 | $3.03M | Buy |
17,620
+7,920
| +82% | +$1.32M | 0.29% | 32 |
|
|
2021
Q1 | $1.5M | Buy |
9,700
+440
| +5% | +$69.7K | 0.16% | 47 |
|
|
2020
Q4 | $1.51M | Buy |
9,260
+340
| +4% | +$54.3K | 0.18% | 45 |
|
|
2020
Q3 | $1.4M | Buy |
8,920
+1,240
| +16% | +$195K | 0.19% | 44 |
|
|
2020
Q2 | $1.06M | Buy |
7,680
+180
| +2% | +$21.7K | 0.17% | 41 |
|
|
2020
Q1 | $731K | Buy |
7,500
+3,420
| +84% | +$331K | 0.14% | 36 |
|
|
2019
Q4 | $377K | Hold |
4,080
| – | – | 0.05% | 68 |
|
|
2019
Q3 | $354K | Sell |
4,080
-360
| -8% | -$33.4K | 0.05% | 66 |
|
|
2019
Q2 | $420K | Buy |
4,440
+220
| +5% | +$20.5K | 0.06% | 61 |
|
|
2019
Q1 | $376K | Hold |
4,220
| – | – | 0.06% | 63 |
|
|
2018
Q4 | $317K | Sell |
4,220
-80
| -2% | -$6.65K | 0.06% | 69 |
|
|
2018
Q3 | $431K | Sell |
4,300
-480
| -10% | -$45.1K | 0.07% | 64 |
|
|
2018
Q2 | $406K | Buy |
4,780
+80
| +2% | +$6.35K | 0.07% | 66 |
|
|
2018
Q1 | $340K | Buy |
4,700
+180
| +4% | +$12.9K | 0.06% | 64 |
|
|
2017
Q4 | $264K | Buy |
4,520
+60
| +1% | +$3.3K | 0.04% | 73 |
|
|
2017
Q3 | $214K | Buy |
4,460
+100
| +2% | +$4.91K | 0.04% | 73 |
|
|
2017
Q2 | $211K | Buy |
+4,360
| New | +$208K | 0.04% | 73 |
|
Other funds holding AMZN
VCM
VPM
LBMC Investment Advisors's AMZN Position: Q1 2026 in Review
LBMC Investment Advisors reduced its Amazon (AMZN) stake by 0.97% in Q1 2026, selling an estimated $71.8K and leaving 33,298 shares worth $6.93M. The position accounts for 0.42% of the portfolio, ranked #37.
LBMC Investment Advisors first reported a position in AMZN in Q2 2017 and has held it in 36 quarters since. The position peaked at $7.76M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- LBMC Investment Advisors held 33,298 shares of Amazon worth $6.93M as of Q1 2026.
- LBMC Investment Advisors sold 326 Amazon shares in Q1 2026, an estimated $71.8K.
- Amazon made up 0.42% of LBMC Investment Advisors's portfolio in Q1 2026, its #37 holding.
- LBMC Investment Advisors first reported a position in Amazon in Q2 2017 and has held it in 36 quarters since.
- LBMC Investment Advisors's Amazon position peaked at $7.76M in Q4 2025.
- 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.