Lee Financial’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 | $1.92M | Sell |
9,242
-381
| -4% | -$83.9K | 0.27% | 35 |
|
|
2025
Q4 | $2.22M | Sell |
9,623
-3,900
| -29% | -$892K | 0.3% | 31 |
|
|
2025
Q3 | $2.97M | Buy |
13,523
+4,043
| +43% | +$915K | 0.37% | 27 |
|
|
2025
Q2 | $2.08M | Buy |
9,480
+13
| +0.1% | +$2.57K | 0.3% | 33 |
|
|
2025
Q1 | $1.8M | Sell |
9,467
-2,811
| -23% | -$610K | 0.28% | 37 |
|
|
2024
Q4 | $2.69M | Buy |
12,278
+1,155
| +10% | +$236K | 0.38% | 25 |
|
|
2024
Q3 | $2.07M | Buy |
11,123
+2,317
| +26% | +$423K | 0.29% | 34 |
|
|
2024
Q2 | $1.7M | Buy |
8,806
+2,145
| +32% | +$394K | 0.28% | 35 |
|
|
2024
Q1 | $1.2M | Buy |
6,661
+580
| +10% | +$96.8K | 0.2% | 63 |
|
|
2023
Q4 | $924K | Buy |
6,081
+276
| +5% | +$38.7K | 0.16% | 70 |
|
|
2023
Q3 | $738K | Buy |
5,805
+347
| +6% | +$46.5K | 0.14% | 71 |
|
|
2023
Q2 | $712K | Sell |
5,458
-217
| -4% | -$24.8K | 0.12% | 73 |
|
|
2023
Q1 | $586K | Sell |
5,675
-1,168
| -17% | -$113K | 0.1% | 79 |
|
|
2022
Q4 | $575K | Buy |
6,843
+26
| +0.4% | +$2.57K | 0.1% | 89 |
|
|
2022
Q3 | $770K | Sell |
6,817
-191
| -3% | -$24.1K | 0.14% | 71 |
|
|
2022
Q2 | $744K | Sell |
7,008
-32
| -0.5% | -$4K | 0.14% | 76 |
|
|
2022
Q1 | $1.15M | Sell |
7,040
-460
| -6% | -$71.1K | 0.21% | 62 |
|
|
2021
Q4 | $1.25M | Sell |
7,500
-680
| -8% | -$116K | 0.23% | 55 |
|
|
2021
Q3 | $1.34M | Buy |
8,180
+880
| +12% | +$152K | 0.28% | 53 |
|
|
2021
Q2 | $1.26M | Sell |
7,300
-180
| -2% | -$29.9K | 0.27% | 56 |
|
|
2021
Q1 | $1.16M | Hold |
7,480
| – | – | 0.27% | 56 |
|
|
2020
Q4 | $1.22M | Buy |
7,480
+1,700
| +29% | +$271K | 0.32% | 50 |
|
|
2020
Q3 | $910K | Buy |
5,780
+400
| +7% | +$63.1K | 0.25% | 61 |
|
|
2020
Q2 | $742K | Buy |
5,380
+2,780
| +107% | +$336K | 0.21% | 71 |
|
|
2020
Q1 | $253K | Hold |
2,600
| – | – | 0.08% | 96 |
|
|
2019
Q4 | $240K | Sell |
2,600
-300
| -10% | -$26.6K | 0.05% | 115 |
|
|
2019
Q3 | $252K | Sell |
2,900
-100
| -3% | -$9.27K | 0.06% | 113 |
|
|
2019
Q2 | $284K | Hold |
3,000
| – | – | 0.06% | 110 |
|
|
2019
Q1 | $267K | Sell |
3,000
-60
| -2% | -$4.99K | 0.06% | 113 |
|
|
2018
Q4 | $230K | Sell |
3,060
-40
| -1% | -$3.33K | 0.06% | 109 |
|
|
2018
Q3 | $310K | Buy |
3,100
+1,320
| +74% | +$124K | 0.08% | 103 |
|
|
2018
Q2 | $151K | Hold |
1,780
| – | – | 0.04% | 180 |
|
|
2018
Q1 | $129K | Buy |
1,780
+1,080
| +154% | +$77.2K | 0.03% | 185 |
|
|
2017
Q4 | $41K | Sell |
700
-2,000
| -74% | -$110K | 0.01% | 199 |
|
|
2017
Q3 | $130K | Buy |
2,700
+2,000
| +286% | +$98.2K | 0.04% | 129 |
|
|
2017
Q2 | $34K | Buy |
700
+200
| +40% | +$9.54K | 0.01% | 214 |
|
|
2017
Q1 | $22K | Buy |
500
+280
| +127% | +$11.7K | 0.01% | 211 |
|
|
2016
Q4 | $8K | Buy |
+220
| New | +$8.62K | ﹤0.01% | 314 |
|
Other funds holding AMZN
VCM
VPM
Lee Financial's AMZN Position: Q1 2026 in Review
Lee Financial reduced its Amazon (AMZN) stake by 4% in Q1 2026, selling an estimated $83.9K and leaving 9,242 shares worth $1.92M. The position accounts for 0.27% of the portfolio, ranked #35.
Lee Financial first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.97M in Q3 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Lee Financial held 9,242 shares of Amazon worth $1.92M as of Q1 2026.
- Lee Financial sold 381 Amazon shares in Q1 2026, an estimated $83.9K.
- Amazon made up 0.27% of Lee Financial's portfolio in Q1 2026, its #35 holding.
- Lee Financial first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Amazon position peaked at $2.97M in Q3 2025.
- 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.