Waverton Investment Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,945,143
Closed -$427M 7
2025
Q3
$427M Buy
1,945,143
+24,223
+1% +$5.48M 5.5% 3
2025
Q2
$421M Buy
1,920,920
+118,622
+7% +$23.5M 5.8% 2
2025
Q1
$343M Buy
1,802,298
+189,427
+12% +$41.1M 5.31% 2
2024
Q4
$354M Buy
1,612,871
+24,156
+2% +$4.94M 5.64% 3
2024
Q3
$296M Buy
1,588,715
+42,934
+3% +$7.83M 4.86% 4
2024
Q2
$299M Buy
1,545,781
+146,144
+10% +$26.8M 5.63% 3
2024
Q1
$252M Buy
1,399,637
+99,647
+8% +$16.6M 5.24% 2
2023
Q4
$198M Buy
1,299,990
+94,156
+8% +$13.2M 4.8% 4
2023
Q3
$153M Buy
1,205,834
+7,226
+0.6% +$968K 4.43% 9
2023
Q2
$156M Buy
1,198,608
+86,544
+8% +$9.88M 4.44% 7
2023
Q1
$115M Buy
1,112,064
+67,188
+6% +$6.49M 3.55% 11
2022
Q4
$87.8M Buy
1,044,876
+10,778
+1% +$1.06M 3.23% 13
2022
Q3
$117M Buy
1,034,098
+24,844
+2% +$3.14M 4.78% 6
2022
Q2
$107M Sell
1,009,254
-25,046
-2% -$3.13M 4.17% 10
2022
Q1
$169M Buy
1,034,300
+15,700
+2% +$2.43M 5.68% 4
2021
Q4
$170M Buy
1,018,600
+101,780
+11% +$17.4M 5.39% 5
2021
Q3
$151M Sell
916,820
-5,640
-0.6% -$973K 5.94% 3
2021
Q2
$159M Buy
922,460
+14,600
+2% +$2.43M 6.17% 2
2021
Q1
$140M Sell
907,860
-6,940
-0.8% -$1.1M 6.09% 2
2020
Q4
$149M Sell
914,800
-19,840
-2% -$3.17M 6.87% 2
2020
Q3
$147M Sell
934,640
-162,760
-15% -$25.7M 7.3% 2
2020
Q2
$151M Sell
1,097,400
-164,060
-13% -$19.8M 8.21% 2
2020
Q1
$123M Sell
1,261,460
-14,960
-1% -$1.45M 7.97% 2
2019
Q4
$118M Sell
1,276,420
-191,860
-13% -$17M 6.09% 4
2019
Q3
$127M Sell
1,468,280
-121,400
-8% -$11.3M 6.51% 2
2019
Q2
$151M Buy
1,589,680
+19,940
+1% +$1.86M 7.58% 2
2019
Q1
$140M Sell
1,569,740
-1,860
-0.1% -$155K 7.29% 2
2018
Q4
$118M Buy
1,571,600
+53,040
+3% +$4.41M 7.15% 2
2018
Q3
$152M Sell
1,518,560
-32,860
-2% -$3.09M 7.48% 2
2018
Q2
$132M Sell
1,551,420
-115,480
-7% -$9.17M 7.7% 2
2018
Q1
$121M Sell
1,666,900
-48,700
-3% -$3.48M 7.07% 2
2017
Q4
$100M Buy
1,715,600
+8,080
+0.5% +$445K 5.87% 4
2017
Q3
$82.1M Buy
1,707,520
+55,980
+3% +$2.75M 5.1% 8
2017
Q2
$79.9M Buy
1,651,540
+236,680
+17% +$11.3M 5.2% 7
2017
Q1
$62.7M Buy
1,414,860
+124,740
+10% +$5.2M 3.96% 10
2016
Q4
$48.4M Buy
1,290,120
+322,740
+33% +$12.6M 3.17% 12
2016
Q3
$40.5M Buy
967,380
+213,840
+28% +$8.18M 2.73% 14
2016
Q2
$27M Buy
753,540
+128,780
+21% +$4.36M 2.02% 19
2016
Q1
$18.5M Sell
624,760
-146,080
-19% -$4.15M 1.42% 23
2015
Q4
$26.1M Sell
770,840
-246,540
-24% -$7.77M 1.96% 19
2015
Q3
$26M Buy
1,017,380
+580
+0.1% +$14.7K 2.08% 16
2015
Q2
$22.1M Sell
1,016,800
-2,000
-0.2% -$41.8K 1.63% 20
2015
Q1
$19M Sell
1,018,800
-600
-0.1% -$10.6K 1.36% 26
2014
Q4
$15.8M Buy
1,019,400
+600
+0.1% +$9.35K 1.09% 29
2014
Q3
$16.4M Buy
+1,018,800
New +$16.9M 1.13% 31
2014
Q2
Sell
-1,427,600
Closed -$24M 99
2014
Q1
$24M Buy
1,427,600
+5,920
+0.4% +$110K 1.14% 28
2013
Q4
$28.3M Sell
1,421,680
-800
-0.1% -$14.4K 1.45% 22
2013
Q3
$22.2M Buy
1,422,480
+1,149,480
+421% +$17.1M 1.31% 26
2013
Q2
$3.79M Buy
+273,000
New +$3.64M 0.33% 43

Other funds holding AMZN

Waverton Investment Management's AMZN Position: Q4 2025 in Review

Waverton Investment Management sold out of Amazon (AMZN) in Q4 2025, closing a stake of 1,945,143 shares — an estimated $427M sold.

Waverton Investment Management first reported a position in AMZN in Q2 2013 and held it in 49 quarters. The position peaked at $427M in Q3 2025. 6,063 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Waverton Investment Management reported no remaining Amazon position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 1,945,143 Amazon shares in Q4 2025, an estimated $427M.
  • Waverton Investment Management first reported a position in Amazon in Q2 2013 and held it in 49 quarters.
  • Waverton Investment Management's Amazon position peaked at $427M in Q3 2025.
  • 6,063 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.