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Lloyd Advisory Services’s Amazon AMZN Stock Holding History

Lloyd Advisory Services’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
Q2 		$314K Sell
1,318
-956
-42% -$240K 0.12% 88
2026
Q1 		$474K Buy
2,274
+503
+28% +$111K 0.14% 80
2025
Q4 		$409K Sell
1,771
-1,124
-39% -$257K 0.16% 67
2025
Q3 		$636K Buy
2,895
+595
+26% +$135K 0.3% 42
2025
Q2 		$505K Sell
2,300
-122
-5% -$24.1K 0.24% 52
2025
Q1 		$461K Buy
2,422
+701
+41% +$152K 0.23% 52
2024
Q4 		$378K Sell
1,721
-139
-7% -$28.4K 0.18% 63
2024
Q3 		$347K Buy
1,860
+368
+25% +$67.1K 0.17% 70
2024
Q2 		$288K Sell
1,492
-29,786
-95% -$5.47M 0.14% 76
2024
Q1 		$5.64M Buy
31,278
+26,182
+514% +$4.37M 1.2% 12
2023
Q4 		$774K Sell
5,096
-73,718
-94% -$10.3M 0.37% 44
2023
Q3 		$10M Buy
+78,814
New +$10.6M 3.3% 6
2022
Q4 		– Sell
-1,903
Closed -$215K – 46
2022
Q3 		$215K Sell
1,903
-973
-34% -$123K 0.16% 42
2022
Q2 		$306K Buy
2,876
+496
+21% +$62.1K 0.24% 46
2022
Q1 		$388K Buy
2,380
+1,220
+105% +$189K 0.18% 53
2021
Q4 		$193K Buy
1,160
+240
+26% +$41.1K 0.09% 90
2021
Q3 		$151K Buy
920
+360
+64% +$62.1K 0.08% 104
2021
Q2 		$96K Sell
560
-180
-24% -$29.9K 0.05% 121
2021
Q1 		$114K Buy
740
+180
+32% +$28.5K 0.06% 94
2020
Q4 		$91K Hold
560
– – 0.05% 87
2020
Q3 		$88K Hold
560
– – 0.05% 81
2020
Q2 		$77K Hold
560
– – 0.05% 89
2020
Q1 		$55K Sell
560
-1,300
-70% -$126K 0.04% 81
2019
Q4 		$172K Buy
+1,860
New +$165K 0.16% 71

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lloyd Advisory Services's AMZN Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Amazon (AMZN) stake by 42% in Q2 2026, selling an estimated $240K and leaving 1,318 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #88.

Lloyd Advisory Services first reported a position in AMZN in Q4 2019 and has held it in 24 quarters since. The position peaked at $10M in Q3 2023. 6,167 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lloyd Advisory Services held 1,318 shares of Amazon worth $314K as of Q2 2026.
  • Lloyd Advisory Services sold 956 Amazon shares in Q2 2026, an estimated $240K.
  • Amazon made up 0.12% of Lloyd Advisory Services's portfolio in Q2 2026, its #88 holding.
  • Lloyd Advisory Services first reported a position in Amazon in Q4 2019 and has held it in 24 quarters since.
  • Lloyd Advisory Services's Amazon position peaked at $10M in Q3 2023.
  • 6,167 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.