AMZN
Amazon.com Inc
Amazon.com Inc historical holders
total: 53
Egerton Capital Amazon.com Inc transactions over time
- Total transactions:
- 26
- New positions:
- 4
- Sold out:
- 3
- Added:
- 11
- Reduced:
- 8
- Held since:
- 2023 Q3
- Held for:
- 12 quarters
- Latest activity:
- 2026 Q2
John Armitage has been an institutional investor in Amazon.com Inc (AMZN) since 2019 Q3. According to 2026 Q2 report, John Armitage holds 3,573,408 shares with a market value of roughly $851.69M representing 8.23% of their equity portfolio. The fund/company first acquired AMZN in 2019 Q3, initially purchasing about 3.05M shares. John Armitage later completely sold out the position and reinvested in AMZN again in 2023 Q3. Since the initial investment, Egerton Capital has made 25 more transactions in this position.
Does John Armitage still hold AMZN?
Yes, John Armitage continues to hold Amazon.com Inc (AMZN). According to their 2026 Q2 report, they maintain a position of 3,573,408 shares valued at approximately $851.69M, representing 8.23% of their equity portfolio.
When did John Armitage first invest in AMZN?
John Armitage first invested in Amazon.com Inc (AMZN) in 2019 Q3 at the reported quarter-end price of $86.80 per share, acquiring 3,047,600 shares in their initial purchase.
What is John Armitage's average cost basis for AMZN?
Based on historical transaction data, John Armitage's estimated cost basis for Amazon.com Inc (AMZN) is approximately $186.45 per share. This represents their average reported price* across all buy transactions.
Has John Armitage reinvested in AMZN after selling?
Yes, John Armitage has shown renewed interest in Amazon.com Inc (AMZN). After completely selling their position, they reinitiated an investment in 2023 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $186.45
- Weighted AVG sell price:
- $205.78
AMZN transactions history by Egerton Capital
26 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
8.23%
|
3,573,408
|
$238.34
|
$851,686,063
|
+51.20% (+1,210,074)
|
+2.79%
|
|
2026 Q1
|
5.46%
|
2,363,334
|
$208.27
|
$492,211,572
|
-59.89% (-3,529,162)
|
-7.99%
|
|
2025 Q4
|
14.78%
|
5,892,496
|
$230.82
|
$1,360,105,927
|
+45.38% (+1,839,247)
|
+4.61%
|
|
2025 Q3
|
9.39%
|
4,053,249
|
$219.57
|
$889,971,883
|
+21.45% (+715,864)
|
+1.66%
|
|
2025 Q2
|
7.51%
|
3,337,385
|
$219.39
|
$732,188,895
|
-20.95% (-884,482)
|
-2.24%
|
|
2025 Q1
|
9.27%
|
4,221,867
|
$190.26
|
$803,252,415
|
+75.32% (+1,813,724)
|
+3.98%
|
|
2024 Q4
|
6.11%
|
2,408,143
|
$219.39
|
$528,322,493
|
-21.51% (-659,947)
|
-1.46%
|
|
2024 Q3
|
5.77%
|
3,068,090
|
$186.33
|
$571,677,210
|
-21.24% (-827,315)
|
-1.56%
|
|
2024 Q2
|
7.60%
|
3,895,405
|
$193.25
|
$752,787,016
|
-21.97% (-1,096,811)
|
-2.05%
|
|
2024 Q1
|
8.70%
|
4,992,216
|
$180.38
|
$900,495,922
|
+7.38% (+342,982)
|
+0.6%
|
|
2023 Q4
|
7.65%
|
$151.94
|
+826.28% (+4,147,308)
|
|||
|
2023 Q3
|
0.74%
|
$127.12
|
new
|
|||
|
2022 Q4
|
0.00%
|
$113.00
|
-100% (-2,787,947)
|
|||
|
2022 Q3
|
2.45%
|
$113.00
|
new
|
|||
|
2022 Q2
|
0.00%
|
$163.00
|
-100% (-7,398,400)
|
|||
|
2022 Q1
|
6.35%
|
$163.00
|
+32.16% (+1,800,160)
|
|||
|
2021 Q4
|
4.35%
|
$166.72
|
+106.74% (+2,890,340)
|
|||
|
2021 Q3
|
2.11%
|
$164.25
|
-63.19% (-4,647,980)
|
|||
|
2021 Q2
|
6.29%
|
$172.01
|
+23.40% (+1,395,040)
|
|||
|
2021 Q1
|
4.86%
|
$154.70
|
+22.70% (+1,102,900)
|
|||
|
2020 Q4
|
4.48%
|
$162.85
|
+7.50% (+339,080)
|
|||
|
2020 Q3
|
4.40%
|
$157.44
|
-47.41% (-4,074,120)
|
|||
|
2020 Q2
|
8.81%
|
$137.94
|
-0.38% (-32,960)
|
|||
|
2020 Q1
|
8.69%
|
$97.49
|
new
|
|||
|
2019 Q4
|
0.00%
|
$86.80
|
-100% (-3,047,600)
|
|||
|
2019 Q3
|
1.89%
|
$86.80
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.