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Lebenthal Global Advisors’s Amazon AMZN Stock Holding History

Lebenthal Global Advisors’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 		$3.15M Sell
15,132
-1,055
-7% -$232K 0.46% 42
2025
Q4 		$3.74M Buy
16,187
+1,952
+14% +$447K 0.58% 33
2025
Q3 		$3.13M Sell
14,235
-2,111
-13% -$478K 0.55% 33
2025
Q2 		$3.59M Buy
16,346
+1,964
+14% +$389K 0.67% 28
2025
Q1 		$2.74M Buy
14,382
+2,949
+26% +$640K 0.51% 29
2024
Q4 		$2.51M Buy
11,433
+732
+7% +$150K 0.46% 37
2024
Q3 		$1.99M Buy
10,701
+663
+7% +$121K 0.4% 32
2024
Q2 		$1.94M Sell
10,038
-1
-0% -$184 0.43% 32
2024
Q1 		$1.81M Buy
10,039
+122
+1% +$20.4K 0.4% 32
2023
Q4 		$1.51M Buy
9,917
+4,130
+71% +$579K 0.35% 34
2023
Q3 		$736K Buy
5,787
+1,161
+25% +$156K 0.22% 53
2023
Q2 		$603K Sell
4,626
-39
-0.8% -$4.45K 0.17% 63
2023
Q1 		$482K Sell
4,665
-251
-5% -$24.3K 0.15% 74
2022
Q4 		$413K Sell
4,916
-5,652
-53% -$558K 0.14% 83
2022
Q3 		$1.19M Buy
10,568
+2,153
+26% +$272K 0.55% 22
2022
Q2 		$893K Sell
8,415
-265
-3% -$33.2K 0.43% 28
2022
Q1 		$1.41M Buy
8,680
+2,980
+52% +$460K 0.6% 25
2021
Q4 		$949K Buy
5,700
+520
+10% +$89K 0.38% 32
2021
Q3 		$850K Buy
5,180
+200
+4% +$34.5K 0.53% 27
2021
Q2 		$856K Buy
4,980
+780
+19% +$130K 0.46% 30
2021
Q1 		$649K Buy
4,200
+200
+5% +$31.7K 0.4% 33
2020
Q4 		$651K Buy
+4,000
New +$638K 0.46% 19

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

Lebenthal Global Advisors's AMZN Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its Amazon (AMZN) stake by 6.5% in Q1 2026, selling an estimated $232K and leaving 15,132 shares worth $3.15M. The position accounts for 0.46% of the portfolio, ranked #42.

Lebenthal Global Advisors first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.74M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lebenthal Global Advisors held 15,132 shares of Amazon worth $3.15M as of Q1 2026.
  • Lebenthal Global Advisors sold 1,055 Amazon shares in Q1 2026, an estimated $232K.
  • Amazon made up 0.46% of Lebenthal Global Advisors's portfolio in Q1 2026, its #42 holding.
  • Lebenthal Global Advisors first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Lebenthal Global Advisors's Amazon position peaked at $3.74M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.