LPL Financial
AMZN icon

LPL Financial’s Amazon AMZN Stock Holding History

LPL Financial’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 		$4.12M Buy
19,800
+10,900
+122% +$2.4M ﹤0.01% 2809
2025
Q4 		$2.05M Sell
8,900
-21,500
-71% -$4.92M ﹤0.01% 3394
2025
Q3 		$6.67M Buy
30,400
+27,900
+1,116% +$6.32M ﹤0.01% 2225
2025
Q2 		$548K Sell
2,500
-4,000
-62% -$792K ﹤0.01% 4298
2025
Q1 		$1.24M Buy
6,500
+3,500
+117% +$760K ﹤0.01% 3369
2024
Q4 		$658K Sell
3,000
-3,300
-52% -$675K ﹤0.01% 3850
2024
Q3 		$1.17M Sell
6,300
-500
-7% -$91.2K ﹤0.01% 3242
2024
Q2 		$1.31M Buy
6,800
+6,717
+8,093% +$1.23M ﹤0.01% 2993
2024
Q1 		$1.5M Buy
+83
New +$13.9K ﹤0.01% 2808
2023
Q4 		– Sell
-7,000
Closed -$890K – 4797
2023
Q3 		$890K Buy
7,000
+1,000
+17% +$134K ﹤0.01% 2991
2023
Q2 		$782K Hold
6,000
– – ﹤0.01% 3059
2023
Q1 		$620K Hold
6,000
– – ﹤0.01% 3150
2022
Q4 		$504K Sell
6,000
-100
-2% -$9.88K ﹤0.01% 3238
2022
Q3 		$689K Buy
6,100
+100
+2% +$12.6K ﹤0.01% 2846
2022
Q2 		$637K Buy
+6,000
New +$751K ﹤0.01% 2985
2021
Q4 		– Sell
-20,000
Closed -$3.29M – 4344
2021
Q3 		$3.29M Buy
+20,000
New +$3.45M ﹤0.01% 1686

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

LPL Financial's AMZN Position: Q1 2026 in Review

LPL Financial increased its Amazon (AMZN) stake by 1.7% in Q1 2026, buying an estimated $63M and bringing the position to 16,776,756 shares worth $3.49B. The position accounts for 0.93% of the portfolio, ranked #12.

LPL Financial first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.81B in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • LPL Financial held 16,776,756 shares of Amazon worth $3.49B as of Q1 2026.
  • LPL Financial bought 285,977 Amazon shares in Q1 2026, an estimated $63M.
  • Amazon made up 0.93% of LPL Financial's portfolio in Q1 2026, its #12 holding.
  • LPL Financial first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Amazon position peaked at $3.81B in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.