Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionLM Advisors LLC
Latest Disclosed Ownership53,620 shares
Latest Disclosed Value $ 258,170
LM Advisors LLC reports 13.71% decrease in ownership of AMZ / Amazon.com, Inc.

On May 13, 2026 - LM Advisors LLC filed a 13F-HR form disclosing ownership of 53,620 shares of Amazon.com, Inc. (BG:AMZ) valued at $258,170 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 62,137 shares of Amazon.com, Inc.. This represents a change in shares of -13.71% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F AMAZON COM INC COM COM 023135106 53,620 -8,517 -13.71 258 -4.09 4.0813
2026-02-13 2025-12-31 13F AMAZON COM INC COM COM 023135106 62,137 -207,272 -76.94 269 355.93 4.8391
2025-11-13 2025-09-30 13F AMAZON COM INC COM COM 023135106 269,409 1,270 0.47 59 1.72 8.5210
2025-08-14 2025-06-30 13F AMAZON COM INC COM COM 023135106 268,139 19,456 7.82 59 23.40 7.5718
2025-05-13 2025-03-31 13F AMAZON COM INC COM COM 023135106 248,683 5,116 2.10 47 -11.32 8.5189
2025-02-26 2024-12-31 13F/A-1 AMAZON COM INC COM COM 023135106 243,567 1,236 0.51 53 20.45 9.5608
2025-02-12 2024-12-31 13F AMAZON COM INC COM COM 023135106 243,567 1,236 53 9.3448
2024-11-07 2024-09-30 13F AMAZON COM INC COM COM 023135106 242,331 -31,718 -11.57 44 -15.38 9.0289
2024-08-14 2024-06-30 13F AMAZON COM INC COM COM 023135106 274,049 274,049 52 0.0844
2024-05-15 2024-03-31 13F AMAZON COM INC PUT NONE 023135956 0 -290,282 -100.00 0 -100.00 0.0332
2024-05-15 2024-03-31 13F AMAZON COM INC COM COM 023135106 287,784 51
2024-02-14 2023-12-31 13F AMAZON COM INC COM COM 023135106 290,282 290,282 44,105 8.8712
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.