Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$852M Buy
3,573,408
+1,210,074
+51% +$304M 8.23% 4
2026
Q1
$492M Sell
2,363,334
-3,529,162
-60% -$777M 5.46% 6
2025
Q4
$1.36B Buy
5,892,496
+1,839,247
+45% +$421M 14.78% 1
2025
Q3
$890M Buy
4,053,249
+715,864
+21% +$162M 9.39% 2
2025
Q2
$732M Sell
3,337,385
-884,482
-21% -$175M 7.51% 2
2025
Q1
$803M Buy
4,221,867
+1,813,724
+75% +$394M 9.27% 1
2024
Q4
$528M Sell
2,408,143
-659,947
-22% -$135M 6.11% 3
2024
Q3
$572M Sell
3,068,090
-827,315
-21% -$151M 5.77% 5
2024
Q2
$753M Sell
3,895,405
-1,096,811
-22% -$201M 7.6% 1
2024
Q1
$900M Buy
4,992,216
+342,982
+7% +$57.3M 8.7% 1
2023
Q4
$706M Buy
4,649,234
+4,147,308
+826% +$581M 7.65% 3
2023
Q3
$63.8M Buy
+501,926
New +$67.3M 0.74% 21
2022
Q4
Sell
-2,787,947
Closed -$315M 22
2022
Q3
$315M Buy
+2,787,947
New +$352M 2.45% 18
2022
Q2
Sell
-7,398,400
Closed -$1.21B 27
2022
Q1
$1.21B Buy
7,398,400
+1,800,160
+32% +$278M 6.35% 5
2021
Q4
$933M Buy
5,598,240
+2,890,340
+107% +$495M 4.35% 11
2021
Q3
$445M Sell
2,707,900
-4,647,980
-63% -$802M 2.11% 16
2021
Q2
$1.27B Buy
7,355,880
+1,395,040
+23% +$232M 6.29% 4
2021
Q1
$922M Buy
5,960,840
+1,102,900
+23% +$175M 4.86% 6
2020
Q4
$791M Buy
4,857,940
+339,080
+8% +$54.1M 4.48% 9
2020
Q3
$711M Sell
4,518,860
-4,074,120
-47% -$642M 4.4% 9
2020
Q2
$1.19B Sell
8,592,980
-32,960
-0.4% -$3.98M 8.81% 1
2020
Q1
$841M Buy
+8,625,940
New +$835M 8.69% 2
2019
Q4
Sell
-3,047,600
Closed -$265M 34
2019
Q3
$265M Buy
+3,047,600
New +$283M 1.89% 21

Other funds holding AMZN

John Armitage's AMZN Position: Q2 2026 in Review

John Armitage increased its Amazon (AMZN) stake by 51% in Q2 2026, buying an estimated $304M and bringing the position to 3,573,408 shares worth $852M. The position accounts for 8.23% of the portfolio, ranked #4.

John Armitage first reported a position in AMZN in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.36B in Q4 2025. 6,105 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • John Armitage held 3,573,408 shares of Amazon worth $852M as of Q2 2026.
  • John Armitage bought 1,210,074 Amazon shares in Q2 2026, an estimated $304M.
  • Amazon made up 8.23% of John Armitage's portfolio in Q2 2026, its #4 holding.
  • John Armitage first reported a position in Amazon in Q3 2019 and has held it in 23 quarters since.
  • John Armitage's Amazon position peaked at $1.36B in Q4 2025.
  • 6,105 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.