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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
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 $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

Lloyd Advisory Services's AMZN Position: Q1 2026 in Review

Lloyd Advisory Services increased its Amazon (AMZN) stake by 28% in Q1 2026, buying an estimated $111K and bringing the position to 2,274 shares worth $474K. The position accounts for 0.14% of the portfolio, ranked #80.

Lloyd Advisory Services first reported a position in AMZN in Q4 2019 and has held it in 23 quarters since. The position peaked at $10M in Q3 2023. 5,989 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Lloyd Advisory Services held 2,274 shares of Amazon worth $474K as of Q1 2026.
  • Lloyd Advisory Services bought 503 Amazon shares in Q1 2026, an estimated $111K.
  • Amazon made up 0.14% of Lloyd Advisory Services's portfolio in Q1 2026, its #80 holding.
  • Lloyd Advisory Services first reported a position in Amazon in Q4 2019 and has held it in 23 quarters since.
  • Lloyd Advisory Services's Amazon position peaked at $10M in Q3 2023.
  • 5,989 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.