Lipe & Dalton’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $5.06M | Sell |
20,303
-100
| -0.5% | -$25.4K | 2.34% | 11 |
|
|
2026
Q2 | $4.86M | Sell |
20,403
-605
| -3% | -$152K | 2.26% | 11 |
|
|
2026
Q1 | $4.38M | Buy |
21,008
+11,945
| +132% | +$2.63M | 2.29% | 11 |
|
|
2025
Q4 | $2.09M | Sell |
9,063
-195
| -2% | -$44.6K | 1.03% | 34 |
|
|
2025
Q3 | $2.03M | Sell |
9,258
-250
| -3% | -$56.6K | 1.01% | 35 |
|
|
2025
Q2 | $2.09M | Sell |
9,508
-70
| -0.7% | -$13.9K | 1.13% | 32 |
|
|
2025
Q1 | $1.82M | Sell |
9,578
-740
| -7% | -$161K | 1.02% | 36 |
|
|
2024
Q4 | $2.26M | Sell |
10,318
-527
| -5% | -$108K | 1.2% | 31 |
|
|
2024
Q3 | $2.02M | Buy |
10,845
+122
| +1% | +$22.3K | 1.02% | 36 |
|
|
2024
Q2 | $2.07M | Buy |
10,723
+78
| +0.7% | +$14.3K | 1.11% | 34 |
|
|
2024
Q1 | $1.92M | Buy |
10,645
+20
| +0.2% | +$3.34K | 0.99% | 36 |
|
|
2023
Q4 | $1.61M | Hold |
10,625
| – | – | 0.88% | 38 |
|
|
2023
Q3 | $1.35M | Hold |
10,625
| – | – | 0.81% | 40 |
|
|
2023
Q2 | $1.38M | Sell |
10,625
-175
| -2% | -$20K | 0.79% | 40 |
|
|
2023
Q1 | $1.12M | Sell |
10,800
-100
| -0.9% | -$9.7K | 0.64% | 45 |
|
|
2022
Q4 | $916K | Buy |
10,900
+550
| +5% | +$54.3K | 0.53% | 49 |
|
|
2022
Q3 | $1.17M | Buy |
10,350
+4,575
| +79% | +$578K | 0.73% | 42 |
|
|
2022
Q2 | $613K | Buy |
5,775
+3,975
| +221% | +$497K | 0.36% | 58 |
|
|
2022
Q1 | $293K | Sell |
1,800
-280
| -13% | -$43.3K | 0.14% | 70 |
|
|
2021
Q4 | $347K | Buy |
2,080
+80
| +4% | +$13.7K | 0.16% | 72 |
|
|
2021
Q3 | $329K | Sell |
2,000
-40
| -2% | -$6.9K | 0.17% | 67 |
|
|
2021
Q2 | $351K | Sell |
2,040
-100
| -5% | -$16.6K | 0.18% | 66 |
|
|
2021
Q1 | $331K | Sell |
2,140
-300
| -12% | -$47.6K | 0.18% | 63 |
|
|
2020
Q4 | $397K | Sell |
2,440
-1,000
| -29% | -$160K | 0.24% | 57 |
|
|
2020
Q3 | $542K | Buy |
3,440
+600
| +21% | +$94.6K | 0.38% | 53 |
|
|
2020
Q2 | $392K | Sell |
2,840
-400
| -12% | -$48.3K | 0.28% | 54 |
|
|
2020
Q1 | $316K | Hold |
3,240
| – | – | 0.27% | 57 |
|
|
2019
Q4 | $299K | Sell |
3,240
-540
| -14% | -$47.8K | 0.2% | 63 |
|
|
2019
Q3 | $328K | Sell |
3,780
-200
| -5% | -$18.5K | 0.24% | 58 |
|
|
2019
Q2 | $377K | Buy |
3,980
+440
| +12% | +$41K | 0.27% | 53 |
|
|
2019
Q1 | $315K | Buy |
3,540
+500
| +16% | +$41.6K | 0.23% | 55 |
|
|
2018
Q4 | $228K | Buy |
3,040
+400
| +15% | +$33.3K | 0.19% | 58 |
|
|
2018
Q3 | $264K | Hold |
2,640
| – | – | 0.18% | 56 |
|
|
2018
Q2 | $224K | Sell |
2,640
-400
| -13% | -$31.7K | 0.16% | 59 |
|
|
2018
Q1 | $220K | Hold |
3,040
| – | – | 0.16% | 60 |
|
|
2017
Q4 | $178K | Buy |
3,040
+200
| +7% | +$11K | 0.12% | 62 |
|
|
2017
Q3 | $137K | Buy |
2,840
+40
| +1% | +$1.96K | 0.1% | 66 |
|
|
2017
Q2 | $136K | Hold |
2,800
| – | – | 0.09% | 69 |
|
|
2017
Q1 | $124K | Buy |
+2,800
| New | +$117K | 0.09% | 69 |
|
Other funds holding AMZN
Lipe & Dalton's AMZN Position: Q3 2026 in Review
Lipe & Dalton reduced its Amazon (AMZN) stake by 0.49% in Q3 2026, selling an estimated $25.4K and leaving 20,303 shares worth $5.06M. The position accounts for 2.34% of the portfolio, ranked #11.
Lipe & Dalton first reported a position in AMZN in Q1 2017 and has held it in 39 quarters since. 1,088 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.
- Lipe & Dalton held 20,303 shares of Amazon worth $5.06M as of Q3 2026.
- Lipe & Dalton sold 100 Amazon shares in Q3 2026, an estimated $25.4K.
- Amazon made up 2.34% of Lipe & Dalton's portfolio in Q3 2026, its #11 holding.
- Lipe & Dalton first reported a position in Amazon in Q1 2017 and has held it in 39 quarters since.
- 1,088 funds tracked by Wall St. Rank held Amazon as of Q3 2026.
Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.