LGL Partners’s Amazon AMZN Stock Holding History

LGL Partners’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
2023 Q4	–	Sell	-15,000	Closed	-$1.91K	–	106
2023 Q3	$1.91K	Buy	+15,000	New	+$2.01M	﹤0.01%	98

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGL Partners's AMZN Position: Q1 2025 in Review

LGL Partners sold out of Amazon (AMZN) in Q1 2025, closing a stake of 15,414 shares — an estimated $3.38M sold.

LGL Partners first reported a position in AMZN in Q4 2015 and held it in 31 quarters. The position peaked at $4.53M in Q4 2021. 5,469 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

LGL Partners reported no remaining Amazon position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 15,414 Amazon shares in Q1 2025, an estimated $3.38M.
LGL Partners first reported a position in Amazon in Q4 2015 and held it in 31 quarters.
LGL Partners's Amazon position peaked at $4.53M in Q4 2021.
5,469 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.