LPL Financial’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.85M Sell
13,700
-10,700
-44% -$2.36M ﹤0.01% 3171
2025
Q4
$5.63M Buy
24,400
+6,700
+38% +$1.53M ﹤0.01% 2432
2025
Q3
$3.89M Sell
17,700
-2,300
-12% -$521K ﹤0.01% 2705
2025
Q2
$4.39M Buy
20,000
+3,500
+21% +$693K ﹤0.01% 2421
2025
Q1
$3.14M Buy
16,500
+1,000
+6% +$217K ﹤0.01% 2537
2024
Q4
$3.4M Buy
15,500
+1,000
+7% +$205K ﹤0.01% 2399
2024
Q3
$2.7M Buy
14,500
+600
+4% +$109K ﹤0.01% 2448
2024
Q2
$2.69M Buy
13,900
+13,877
+60,335% +$2.55M ﹤0.01% 2346
2024
Q1
$415K Sell
23
-13,677
-100% -$2.28M ﹤0.01% 3930
2023
Q4
$2.08M Buy
13,700
+10,800
+372% +$1.51M ﹤0.01% 2371
2023
Q3
$369K Sell
2,900
-13,100
-82% -$1.76M ﹤0.01% 3734
2023
Q2
$2.09M Buy
+16,000
New +$1.83M ﹤0.01% 2213
2022
Q4
Sell
-6,700
Closed -$757K 4455
2022
Q3
$757K Buy
+6,700
New +$847K ﹤0.01% 2757
2022
Q2
Sell
-4,000
Closed -$652K 4421
2022
Q1
$652K Buy
+4,000
New +$618K ﹤0.01% 2988
2021
Q1
Sell
-10,000
Closed -$1.63M 4075
2020
Q4
$1.63M Sell
10,000
-2,000
-17% -$319K ﹤0.01% 1816
2020
Q3
$1.89M Hold
12,000
﹤0.01% 1496
2020
Q2
$1.66M Buy
+12,000
New +$1.45M ﹤0.01% 1469
2020
Q1
Sell
-12,000
Closed -$1.11M 3215
2019
Q4
$1.11M Buy
+12,000
New +$1.06M ﹤0.01% 1757
2019
Q3
Sell
-12,000
Closed -$1.14M 3293
2019
Q2
$1.14M Hold
12,000
﹤0.01% 1638
2019
Q1
$1.07M Buy
+12,000
New +$999K ﹤0.01% 1607
2018
Q4
Sell
-22,000
Closed -$2.2M 3074
2018
Q3
$2.2M Buy
22,000
+10,000
+83% +$940K 0.01% 1122
2018
Q2
$1.02M Buy
+12,000
New +$952K ﹤0.01% 1605
2018
Q1
Sell
-12,000
Closed -$702K 3181
2017
Q4
$702K Buy
+12,000
New +$660K ﹤0.01% 1778

Other funds holding AMZN

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.