Roundview Capital’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
$44.4M Buy
213,022
+2,680
+1% +$590K 2.76% 6
2025
Q4
$48.6M Buy
210,342
+1,787
+0.9% +$409K 2.99% 6
2025
Q3
$45.8M Buy
208,555
+3,296
+2% +$746K 2.89% 6
2025
Q2
$45M Buy
205,259
+4,883
+2% +$966K 3.01% 5
2025
Q1
$38.1M Buy
200,376
+7,558
+4% +$1.64M 2.75% 6
2024
Q4
$42.3M Buy
192,818
+10,305
+6% +$2.11M 2.95% 6
2024
Q3
$34M Buy
182,513
+7,678
+4% +$1.4M 2.46% 6
2024
Q2
$33.8M Buy
174,835
+3,381
+2% +$621K 2.66% 6
2024
Q1
$30.9M Buy
171,454
+5,990
+4% +$1,000K 2.53% 6
2023
Q4
$25.1M Buy
165,464
+9,420
+6% +$1.32M 2.32% 6
2023
Q3
$19.8M Buy
156,044
+1,129
+0.7% +$151K 1.99% 6
2023
Q2
$20.2M Buy
154,915
+17,310
+13% +$1.98M 1.97% 6
2023
Q1
$14.2M Sell
137,605
-17,481
-11% -$1.69M 1.49% 10
2022
Q4
$13M Sell
155,086
-12,058
-7% -$1.19M 1.49% 11
2022
Q3
$18.9M Buy
167,144
+1,782
+1% +$225K 2.38% 6
2022
Q2
$17.6M Buy
165,362
+17,302
+12% +$2.17M 2.1% 9
2022
Q1
$24.1M Buy
148,060
+19,840
+15% +$3.07M 2.48% 6
2021
Q4
$21.4M Buy
128,220
+6,740
+6% +$1.15M 2.13% 6
2021
Q3
$20M Buy
121,480
+17,840
+17% +$3.08M 2.2% 7
2021
Q2
$17.8M Buy
103,640
+12,460
+14% +$2.07M 1.99% 7
2021
Q1
$14.1M Buy
91,180
+1,300
+1% +$206K 1.78% 10
2020
Q4
$14.6M Buy
89,880
+840
+0.9% +$134K 2% 8
2020
Q3
$14M Sell
89,040
-1,320
-1% -$208K 2.2% 7
2020
Q2
$12.5M Buy
90,360
+840
+0.9% +$101K 2.12% 7
2020
Q1
$8.73M Buy
89,520
+13,880
+18% +$1.34M 1.84% 8
2019
Q4
$6.99M Buy
75,640
+9,060
+14% +$802K 1.33% 13
2019
Q3
$5.78M Buy
66,580
+1,440
+2% +$134K 1.25% 15
2019
Q2
$6.17M Buy
65,140
+1,780
+3% +$166K 1.39% 14
2019
Q1
$5.64M Buy
63,360
+1,280
+2% +$107K 1.34% 14
2018
Q4
$4.66M Buy
62,080
+2,440
+4% +$203K 1.31% 14
2018
Q3
$5.97M Buy
59,640
+1,340
+2% +$126K 1.47% 10
2018
Q2
$4.96M Buy
58,300
+10,540
+22% +$837K 1.3% 13
2018
Q1
$3.46M Sell
47,760
-13,060
-21% -$934K 0.97% 22
2017
Q4
$3.56M Buy
60,820
+19,820
+48% +$1.09M 0.92% 26
2017
Q3
$1.97M Sell
41,000
-17,760
-30% -$872K 0.56% 57
2017
Q2
$2.84M Buy
58,760
+6,000
+11% +$286K 0.83% 34
2017
Q1
$2.34M Buy
52,760
+31,840
+152% +$1.33M 0.73% 37
2016
Q4
$784K Buy
20,920
+5,740
+38% +$225K 0.25% 111
2016
Q3
$636K Sell
15,180
-700
-4% -$26.8K 0.22% 117
2016
Q2
$568K Hold
15,880
0.21% 120
2016
Q1
$471K Buy
15,880
+6,060
+62% +$172K 0.18% 130
2015
Q4
$332K Hold
9,820
0.13% 139
2015
Q3
$251K Hold
9,820
0.11% 143
2015
Q2
$213K Buy
+9,820
New +$205K 0.08% 145
2015
Q1
Sell
-162,520
Closed -$2.52M 151
2014
Q4
$2.52M Sell
162,520
-57,620
-26% -$898K 1.04% 23
2014
Q3
$3.55M Buy
220,140
+13,700
+7% +$228K 1.6% 17
2014
Q2
$3.35M Buy
206,440
+144,920
+236% +$2.29M 1.36% 17
2014
Q1
$1.03M Sell
61,520
-78,700
-56% -$1.46M 0.5% 71
2013
Q4
$2.8M Buy
140,220
+112,500
+406% +$2.02M 1.28% 18
2013
Q3
$433K Sell
27,720
-60,080
-68% -$895K 0.22% 97
2013
Q2
$1.22M Buy
+87,800
New +$1.17M 0.77% 40

Other funds holding AMZN

Roundview Capital's AMZN Position: Q1 2026 in Review

Roundview Capital increased its Amazon (AMZN) stake by 1.3% in Q1 2026, buying an estimated $590K and bringing the position to 213,022 shares worth $44.4M. The position accounts for 2.76% of the portfolio, ranked #6.

Roundview Capital first reported a position in AMZN in Q2 2013 and has held it in 51 quarters since. The position peaked at $48.6M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Roundview Capital held 213,022 shares of Amazon worth $44.4M as of Q1 2026.
  • Roundview Capital bought 2,680 Amazon shares in Q1 2026, an estimated $590K.
  • Amazon made up 2.76% of Roundview Capital's portfolio in Q1 2026, its #6 holding.
  • Roundview Capital first reported a position in Amazon in Q2 2013 and has held it in 51 quarters since.
  • Roundview Capital's Amazon position peaked at $48.6M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.