Lido Advisors
AMZN icon

Lido Advisors’s Amazon AMZN Stock Holding History

Lido 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 		$687K Sell
3,300
-15,100
-82% -$3.32M ﹤0.01% 1135
2025
Q4 		$4.25M Hold
18,400
– – 0.01% 505
2025
Q3 		$4.04M Buy
18,400
+6,400
+53% +$1.45M 0.01% 493
2025
Q2 		$2.63M Buy
+12,000
New +$2.37M 0.01% 514
2024
Q4 		– Sell
-800
Closed -$149K – 1500
2024
Q3 		$149K Buy
800
+300
+60% +$54.7K ﹤0.01% 1375
2024
Q2 		$96.6K Sell
500
-1,800
-78% -$331K ﹤0.01% 1343
2024
Q1 		$415K Hold
2,300
– – ﹤0.01% 959
2023
Q4 		$349K Buy
2,300
+900
+64% +$126K ﹤0.01% 973
2023
Q3 		$178K Sell
1,400
-1,400
-50% -$188K ﹤0.01% 1089
2023
Q2 		$365K Buy
2,800
+1,500
+115% +$171K ﹤0.01% 838
2023
Q1 		$134K Buy
1,300
+200
+18% +$19.3K ﹤0.01% 1061
2022
Q4 		$92.4K Sell
1,100
-2,100
-66% -$207K ﹤0.01% 967
2022
Q3 		$361K Buy
3,200
+700
+28% +$88.5K ﹤0.01% 662
2022
Q2 		$265K Buy
2,500
+500
+25% +$62.6K ﹤0.01% 790
2022
Q1 		$325K Sell
2,000
-2,000
-50% -$309K ﹤0.01% 783
2021
Q4 		$666K Hold
4,000
– – 0.01% 516
2021
Q3 		$657K Buy
+4,000
New +$690K 0.01% 500
2021
Q2 		– Sell
-2,000
Closed -$309K – 906
2021
Q1 		$309K Sell
2,000
-10,000
-83% -$1.59M 0.01% 651
2020
Q4 		$1.95M Buy
12,000
+2,000
+20% +$319K 0.04% 218
2020
Q3 		$1.57M Buy
10,000
+8,000
+400% +$1.26M 0.04% 189
2020
Q2 		$275K Buy
+2,000
New +$242K 0.01% 470

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

Lido Advisors's AMZN Position: Q1 2026 in Review

Lido Advisors reduced its Amazon (AMZN) stake by 1.6% in Q1 2026, selling an estimated $6.53M and leaving 1,786,772 shares worth $372M. The position accounts for 1.14% of the portfolio, ranked #12.

Lido Advisors first reported a position in AMZN in Q1 2016 and has held it in 40 quarters since. The position peaked at $403M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lido Advisors held 1,786,772 shares of Amazon worth $372M as of Q1 2026.
  • Lido Advisors sold 29,657 Amazon shares in Q1 2026, an estimated $6.53M.
  • Amazon made up 1.14% of Lido Advisors's portfolio in Q1 2026, its #12 holding.
  • Lido Advisors first reported a position in Amazon in Q1 2016 and has held it in 40 quarters since.
  • Lido Advisors's Amazon position peaked at $403M in Q4 2025.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.