Davis Selected Advisers’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 | $713M | Sell |
3,425,252
-4,010
| -0.1% | -$883K | 3.28% | 11 |
|
|
2025
Q4 | $792M | Buy |
3,429,262
+291,276
| +9% | +$66.6M | 3.56% | 11 |
|
|
2025
Q3 | $689M | Sell |
3,137,986
-131,175
| -4% | -$29.7M | 3.6% | 9 |
|
|
2025
Q2 | $717M | Sell |
3,269,161
-250,793
| -7% | -$49.6M | 3.83% | 9 |
|
|
2025
Q1 | $670M | Sell |
3,519,954
-287,628
| -8% | -$62.4M | 3.86% | 7 |
|
|
2024
Q4 | $835M | Sell |
3,807,582
-254,833
| -6% | -$52.1M | 4.85% | 4 |
|
|
2024
Q3 | $757M | Sell |
4,062,415
-1,657,929
| -29% | -$303M | 4.25% | 6 |
|
|
2024
Q2 | $1.11B | Sell |
5,720,344
-45,282
| -0.8% | -$8.32M | 6.42% | 4 |
|
|
2024
Q1 | $1.04B | Sell |
5,765,626
-1,248,291
| -18% | -$208M | 5.83% | 5 |
|
|
2023
Q4 | $1.07B | Sell |
7,013,917
-417,214
| -6% | -$58.5M | 6.02% | 4 |
|
|
2023
Q3 | $945M | Sell |
7,431,131
-798,470
| -10% | -$107M | 5.92% | 5 |
|
|
2023
Q2 | $1.07B | Sell |
8,229,601
-27,158
| -0.3% | -$3.1M | 6.54% | 4 |
|
|
2023
Q1 | $853M | Buy |
8,256,759
+475,823
| +6% | +$46M | 5.64% | 6 |
|
|
2022
Q4 | $654M | Buy |
7,780,936
+2,497,320
| +47% | +$247M | 4.44% | 7 |
|
|
2022
Q3 | $597M | Buy |
5,283,616
+77,013
| +1% | +$9.73M | 4.25% | 7 |
|
|
2022
Q2 | $553M | Sell |
5,206,603
-158,737
| -3% | -$19.9M | 3.55% | 12 |
|
|
2022
Q1 | $875M | Sell |
5,365,340
-178,620
| -3% | -$27.6M | 4.42% | 6 |
|
|
2021
Q4 | $924M | Sell |
5,543,960
-35,900
| -0.6% | -$6.14M | 4.29% | 6 |
|
|
2021
Q3 | $917M | Sell |
5,579,860
-986,120
| -15% | -$170M | 4.24% | 6 |
|
|
2021
Q2 | $1.13B | Buy |
6,565,980
+129,180
| +2% | +$21.5M | 4.64% | 5 |
|
|
2021
Q1 | $996M | Sell |
6,436,800
-271,540
| -4% | -$43M | 4.36% | 6 |
|
|
2020
Q4 | $1.09B | Sell |
6,708,340
-398,080
| -6% | -$63.5M | 5.26% | 6 |
|
|
2020
Q3 | $1.12B | Sell |
7,106,420
-3,474,260
| -33% | -$548M | 6.22% | 2 |
|
|
2020
Q2 | $1.46B | Sell |
10,580,680
-207,780
| -2% | -$25.1M | 8.44% | 1 |
|
|
2020
Q1 | $1.05B | Sell |
10,788,460
-1,352,140
| -11% | -$131M | 7.12% | 1 |
|
|
2019
Q4 | $1.12B | Sell |
12,140,600
-464,680
| -4% | -$41.1M | 5.36% | 6 |
|
|
2019
Q3 | $1.09B | Sell |
12,605,280
-581,840
| -4% | -$54M | 5.5% | 5 |
|
|
2019
Q2 | $1.25B | Sell |
13,187,120
-375,520
| -3% | -$35M | 6.18% | 3 |
|
|
2019
Q1 | $1.21B | Sell |
13,562,640
-619,360
| -4% | -$51.5M | 5.94% | 2 |
|
|
2018
Q4 | $1.06B | Sell |
14,182,000
-430,400
| -3% | -$35.8M | 5.94% | 3 |
|
|
2018
Q3 | $1.46B | Sell |
14,612,400
-3,448,040
| -19% | -$324M | 6.29% | 1 |
|
|
2018
Q2 | $1.53B | Sell |
18,060,440
-4,734,780
| -21% | -$376M | 6.53% | 1 |
|
|
2018
Q1 | $1.65B | Sell |
22,795,220
-6,942,060
| -23% | -$496M | 7.14% | 1 |
|
|
2017
Q4 | $1.74B | Sell |
29,737,280
-409,460
| -1% | -$22.5M | 7.39% | 1 |
|
|
2017
Q3 | $1.45B | Sell |
30,146,740
-868,460
| -3% | -$42.7M | 6.17% | 2 |
|
|
2017
Q2 | $1.5B | Sell |
31,015,200
-3,549,380
| -10% | -$169M | 6.57% | 1 |
|
|
2017
Q1 | $1.53B | Sell |
34,564,580
-3,673,840
| -10% | -$153M | 6.61% | 1 |
|
|
2016
Q4 | $1.43B | Sell |
38,238,420
-2,389,220
| -6% | -$93.6M | 6.28% | 3 |
|
|
2016
Q3 | $1.7B | Sell |
40,627,640
-4,080,560
| -9% | -$156M | 7.41% | 1 |
|
|
2016
Q2 | $1.6B | Sell |
44,708,200
-8,532,400
| -16% | -$289M | 7.04% | 1 |
|
|
2016
Q1 | $1.58B | Sell |
53,240,600
-2,822,240
| -5% | -$80.1M | 6.99% | 1 |
|
|
2015
Q4 | $1.89B | Sell |
56,062,840
-6,463,340
| -10% | -$204M | 7.9% | 1 |
|
|
2015
Q3 | $1.6B | Sell |
62,526,180
-27,426,220
| -30% | -$693M | 6.64% | 2 |
|
|
2015
Q2 | $1.95B | Sell |
89,952,400
-2,668,060
| -3% | -$55.8M | 6.83% | 2 |
|
|
2015
Q1 | $1.72B | Sell |
92,620,460
-787,340
| -0.8% | -$13.8M | 5.87% | 4 |
|
|
2014
Q4 | $1.45B | Buy |
93,407,800
+26,997,680
| +41% | +$421M | 4.69% | 6 |
|
|
2014
Q3 | $1.07B | Buy |
66,410,120
+19,579,060
| +42% | +$326M | 3.33% | 7 |
|
|
2014
Q2 | $760M | Buy |
46,831,060
+24,908,340
| +114% | +$394M | 2.26% | 11 |
|
|
2014
Q1 | $369M | Buy |
21,922,720
+21,576,460
| +6,231% | +$400M | 1.02% | 29 |
|
|
2013
Q4 | $6.9M | Sell |
346,260
-32,400
| -9% | -$583K | 0.02% | 141 |
|
|
2013
Q3 | $5.92M | Sell |
378,660
-6,240
| -2% | -$93K | 0.02% | 148 |
|
|
2013
Q2 | $5.34M | Buy |
+384,900
| New | +$5.13M | 0.01% | 158 |
|
Other funds holding AMZN
VCM
VPM
Davis Selected Advisers's AMZN Position: Q1 2026 in Review
Davis Selected Advisers reduced its Amazon (AMZN) stake by 0.12% in Q1 2026, selling an estimated $883K and leaving 3,425,252 shares worth $713M. The position accounts for 3.28% of the portfolio, ranked #11.
Davis Selected Advisers first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.95B in Q2 2015. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Davis Selected Advisers held 3,425,252 shares of Amazon worth $713M as of Q1 2026.
- Davis Selected Advisers sold 4,010 Amazon shares in Q1 2026, an estimated $883K.
- Amazon made up 3.28% of Davis Selected Advisers's portfolio in Q1 2026, its #11 holding.
- Davis Selected Advisers first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
- Davis Selected Advisers's Amazon position peaked at $1.95B in Q2 2015.
- 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Davis Selected Advisers's 13F filing for Q1 2026, filed 7 May 2026.