Waverly Advisors’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 | $128M | Buy |
614,982
+133,138
| +28% | +$29.3M | 0.96% | 13 |
|
|
2025
Q4 | $111M | Buy |
481,844
+161,232
| +50% | +$36.9M | 0.9% | 15 |
|
|
2025
Q3 | $70.4M | Buy |
320,612
+12,132
| +4% | +$2.75M | 0.7% | 29 |
|
|
2025
Q2 | $67.7M | Buy |
308,480
+7,848
| +3% | +$1.55M | 0.74% | 25 |
|
|
2025
Q1 | $57.2M | Buy |
300,632
+111,691
| +59% | +$24.2M | 0.7% | 24 |
|
|
2024
Q4 | $41.5M | Buy |
188,941
+40,854
| +28% | +$8.36M | 0.64% | 29 |
|
|
2024
Q3 | $27.6M | Buy |
148,087
+8,570
| +6% | +$1.56M | 0.51% | 34 |
|
|
2024
Q2 | $27M | Buy |
139,517
+35,817
| +35% | +$6.58M | 0.53% | 35 |
|
|
2024
Q1 | $18.7M | Buy |
103,700
+40,520
| +64% | +$6.76M | 0.44% | 43 |
|
|
2023
Q4 | $9.6M | Buy |
63,180
+303
| +0.5% | +$42.5K | 0.36% | 51 |
|
|
2023
Q3 | $7.99M | Buy |
62,877
+13,699
| +28% | +$1.84M | 0.35% | 55 |
|
|
2023
Q2 | $6.41M | Buy |
49,178
+16,600
| +51% | +$1.9M | 0.28% | 67 |
|
|
2023
Q1 | $3.36M | Buy |
32,578
+5,422
| +20% | +$524K | 0.18% | 77 |
|
|
2022
Q4 | $2.28M | Buy |
27,156
+4,442
| +20% | +$439K | 0.13% | 86 |
|
|
2022
Q3 | $2.57M | Buy |
22,714
+7,287
| +47% | +$921K | 0.18% | 59 |
|
|
2022
Q2 | $1.64M | Buy |
15,427
+2,207
| +17% | +$276K | 0.15% | 63 |
|
|
2022
Q1 | $2.15M | Buy |
13,220
+300
| +2% | +$46.4K | 0.18% | 49 |
|
|
2021
Q4 | $1.98M | Buy |
12,920
+160
| +1% | +$27.4K | 0.17% | 52 |
|
|
2021
Q3 | $2.22M | Sell |
12,760
-60
| -0.5% | -$10.3K | 0.19% | 46 |
|
|
2021
Q2 | $2.11M | Buy |
12,820
+600
| +5% | +$99.7K | 0.19% | 44 |
|
|
2021
Q1 | $1.99M | Buy |
12,220
+920
| +8% | +$146K | 0.2% | 44 |
|
|
2020
Q4 | $1.84M | Buy |
11,300
+120
| +1% | +$19.1K | 0.19% | 44 |
|
|
2020
Q3 | $1.7M | Buy |
11,180
+660
| +6% | +$104K | 0.23% | 42 |
|
|
2020
Q2 | $1.66M | Buy |
10,520
+680
| +7% | +$82.1K | 0.22% | 42 |
|
|
2020
Q1 | $959K | Buy |
9,840
+2,240
| +29% | +$217K | 0.16% | 57 |
|
|
2019
Q4 | $779K | Sell |
7,600
-760
| -9% | -$67.3K | 0.1% | 67 |
|
|
2019
Q3 | $726K | Sell |
8,360
-280
| -3% | -$26K | 0.1% | 68 |
|
|
2019
Q2 | $818K | Buy |
8,640
+740
| +9% | +$68.9K | 0.12% | 61 |
|
|
2019
Q1 | $703K | Buy |
7,900
+580
| +8% | +$48.3K | 0.11% | 62 |
|
|
2018
Q4 | $550K | Sell |
7,320
-24,600
| -77% | -$2.05M | 0.1% | 64 |
|
|
2018
Q3 | $3.2M | Sell |
31,920
-1,000
| -3% | -$94K | 0.47% | 26 |
|
|
2018
Q2 | $2.8M | Buy |
32,920
+900
| +3% | +$71.4K | 0.44% | 28 |
|
|
2018
Q1 | $2.32M | Sell |
32,020
-4,760
| -13% | -$340K | 0.37% | 31 |
|
|
2017
Q4 | $2.15M | Buy |
36,780
+760
| +2% | +$41.8K | 0.31% | 41 |
|
|
2017
Q3 | $1.73M | Sell |
36,020
-540
| -1% | -$26.5K | 0.38% | 42 |
|
|
2017
Q2 | $1.77M | Buy |
36,560
+880
| +2% | +$42K | 0.44% | 34 |
|
|
2017
Q1 | $1.58M | Buy |
35,680
+25,560
| +253% | +$1.07M | 0.42% | 38 |
|
|
2016
Q4 | $379K | Buy |
+10,120
| New | +$397K | 0.14% | 67 |
|
|
2015
Q3 | – | Sell |
-2,000
| Closed | -$43K | – | 425 |
|
|
2015
Q2 | $43K | Hold |
2,000
| – | – | 0.03% | 157 |
|
|
2015
Q1 | $37K | Buy |
+2,000
| New | +$35.2K | 0.02% | 148 |
|
|
2014
Q4 | – | Sell |
-540
| Closed | -$9K | – | 426 |
|
|
2014
Q3 | $9K | Hold |
540
| – | – | ﹤0.01% | 497 |
|
|
2014
Q2 | $9K | Hold |
540
| – | – | ﹤0.01% | 462 |
|
|
2014
Q1 | $9K | Sell |
540
-180
| -25% | -$3.34K | ﹤0.01% | 438 |
|
|
2013
Q4 | $14K | Buy |
+720
| New | +$12.9K | ﹤0.01% | 508 |
|
Other funds holding AMZN
VCM
VPM
Waverly Advisors's AMZN Position: Q1 2026 in Review
Waverly Advisors increased its Amazon (AMZN) stake by 28% in Q1 2026, buying an estimated $29.3M and bringing the position to 614,982 shares worth $128M. The position accounts for 0.96% of the portfolio, ranked #13.
Waverly Advisors first reported a position in AMZN in Q4 2013 and has held it in 44 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Waverly Advisors held 614,982 shares of Amazon worth $128M as of Q1 2026.
- Waverly Advisors bought 133,138 Amazon shares in Q1 2026, an estimated $29.3M.
- Amazon made up 0.96% of Waverly Advisors's portfolio in Q1 2026, its #13 holding.
- Waverly Advisors first reported a position in Amazon in Q4 2013 and has held it in 44 quarters since.
- 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.