Shearwater Capital’s Amazon AMZN Stock Holding History

Shearwater Capital’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.58M	Hold	14,379	–	–	1.7%	9
2026 Q2	$3.43M	Sell	14,379 -172	-1%	-$43.2K	1.64%	9
2026 Q1	$3.03M	Buy	14,551 +172	+1%	+$37.9K	1.59%	8
2025 Q4	$3.32M	Buy	14,379 +60	+0.4%	+$13.7K	1.91%	7
2025 Q3	$3.14M	Hold	14,319	–	–	1.87%	7
2025 Q2	$3.14M	Hold	14,319	–	–	1.98%	7
2025 Q1	$2.72M	Hold	14,319	–	–	1.91%	7
2024 Q4	$3.14M	Hold	14,319	–	–	2.13%	7
2024 Q3	$2.67M	Hold	14,319	–	–	1.84%	7
2024 Q2	$2.77M	Buy	14,319 +139	+1%	+$25.5K	2.03%	7
2024 Q1	$2.56M	Hold	14,180	–	–	1.88%	7
2023 Q4	$2.15M	Hold	14,180	–	–	1.71%	8
2023 Q3	$1.8M	Hold	14,180	–	–	1.63%	8
2023 Q2	$1.85M	Hold	14,180	–	–	1.62%	9
2023 Q1	$1.46M	Hold	14,180	–	–	1.36%	10
2022 Q4	$1.19M	Hold	14,180	–	–	1.2%	11
2022 Q3	$1.6M	Hold	14,180	–	–	1.81%	9
2022 Q2	$1.51M	Hold	14,180	–	–	1.62%	8
2022 Q1	$2.31M	Hold	14,180	–	–	2.13%	6
2021 Q4	$2.36M	Buy	+14,180	New	+$2.43M	2.04%	6

Other funds holding AMZN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Shearwater Capital's AMZN Position: Q3 2026 in Review

Shearwater Capital held its Amazon (AMZN) position steady in Q3 2026 at 14,379 shares worth $3.58M. The position accounts for 1.7% of the portfolio, ranked #9.

Shearwater Capital first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Shearwater Capital held 14,379 shares of Amazon worth $3.58M as of Q3 2026.
Shearwater Capital left its Amazon share count unchanged in Q3 2026.
Amazon made up 1.7% of Shearwater Capital's portfolio in Q3 2026, its #9 holding.
Shearwater Capital first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Shearwater Capital's 13F filing for Q3 2026, filed 13 Oct 2026.