Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership1,326,047 shares
Latest Disclosed Value $ 276,175,707
EP Wealth Advisors, Inc. reports 8.96% increase in ownership of AMZ / Amazon.com, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,326,047 shares of Amazon.com, Inc. (BG:AMZ) valued at $276,175,707 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 1,217,007 shares of Amazon.com, Inc.. This represents a change in shares of 8.96% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F AMAZON COM COM 023135106 1,326,047 109,040 8.96 276,176 -1.69 1.3566
2026-02-18 2025-12-31 13F AMAZON COM COM 023135106 1,217,007 33,605 2.84 280,910 8.20 1.4595
2025-08-14 2025-06-30 13F AMAZON COM COM 023135106 1,183,402 97,828 9.01 259,627 25.70 1.7063
2025-05-15 2025-03-31 13F AMAZON COM COM 023135106 1,085,574 20,989 1.97 206,541 -11.57 1.6500
2025-02-14 2024-12-31 13F AMAZON COM COM 023135106 1,064,585 -44,315 -4.00 233,559 13.04 1.9060
2024-11-15 2024-09-30 13F AMAZON COM COM 023135106 1,108,900 72,529 7.00 206,621 3.17 1.7759
2024-08-19 2024-06-30 13F AMAZON COM COM 023135106 1,036,371 3,148 0.30 200,279 7.46 2.1277
2024-05-14 2024-03-31 13F AMAZON COM COM 023135106 1,033,223 43,778 4.42 186,373 23.97 2.1785
2024-02-28 2023-12-31 13F AMAZON COM COM 023135106 989,445 12,996 1.33 150,336 21.12 1.9175
2023-11-24 2023-09-30 13F AMAZON COM COM 023135106 976,449 170,502 21.16 124,126 -2.94 1.9254
2023-08-14 2023-06-30 13F AMAZON COM COM 023135106 805,947 0 0.00 127,885 53.62 1.8435
2023-06-05 2023-03-31 13F AMAZON COM COM 023135106 805,947 105,210 15.01 83,246 41.43 1.4317
2023-06-12 2022-12-31 13F AMAZON COM COM 023135106 700,737 33,723 5.06 58,862 -21.91 1.0607
2022-12-02 2022-09-30 13F AMAZON COM COM 023135106 667,014 85,152 14.63 75,373 21.96 1.7094
2022-08-11 2022-06-30 13F AMAZON COM COM 023135106 581,862 555,210 2,083.18 61,800 -28.87 1.3918
2022-05-20 2022-03-31 13F AMAZON COM COM 023135106 26,652 1,421 5.63 86,884 3.27 1.9074
2022-02-17 2021-12-31 13F AMAZON COM COM 023135106 25,231 4,279 20.42 84,130 22.23 1.9885
2021-11-23 2021-09-30 13F/A-1 AMAZON COM COM 023135106 20,952 1,466 7.52 68,827 2.67 1.8873
2021-11-16 2021-09-30 13F AMAZON COM COM 023135106 19,486 0 68,827 1.8873
2021-08-24 2021-06-30 13F AMAZON COM COM 023135106 19,486 1,067 5.79 67,034 17.62 1.8585
2021-05-17 2021-03-31 13F AMAZON COM COM 023135106 18,419 1,895 11.47 56,990 5.90 1.8118
2021-02-18 2020-12-31 13F AMAZON COM COM 023135106 16,524 843 5.38 53,816 8.99 1.8920
2020-11-17 2020-09-30 13F AMAZON COM COM 023135106 15,681 -59 -0.37 49,376 13.71 2.1245
2020-08-14 2020-06-30 13F AMAZON COM COM 023135106 15,740 -40 -0.25 43,424 41.14 1.8543
2020-05-18 2020-03-31 13F AMAZON COM COM 023135106 15,780 1,481 10.36 30,767 16.44 1.5057
2020-02-14 2019-12-31 13F AMAZON COM COM 023135106 14,299 1,435 11.16 26,422 18.32 1.0881
2019-11-18 2019-09-30 13F AMAZON COM COM 023135106 12,864 12,864 -10.04 22,331 -15.48 1.1074
2019-08-27 2019-06-30 13F AMAZON COM COM 023135106 0 -12,377 -100.00 0 -100.00
2019-05-20 2019-03-31 13F AMAZON COM COM 023135106 12,377 480 4.03 22,041 23.34 2.1193
2019-02-15 2018-12-31 13F AMAZON COM COM 023135106 11,897 2,379 24.99 17,870 -6.27 1.3784
2018-11-15 2018-09-30 13F AMAZON COM COM 023135106 9,518 411 4.51 19,065 23.15 1.4896
2018-08-14 2018-06-30 13F AMAZON COM COM 023135106 9,107 -285 -3.03 15,481 13.88 1.4607
2018-05-15 2018-03-31 13F AMAZON COM COM 023135106 9,392 -82 -0.87 13,594 22.69 1.3139
2018-02-15 2017-12-31 13F AMAZON COM COM 023135106 9,474 268 2.91 11,080 25.18 1.1691
2017-11-15 2017-09-30 13F AMAZON COM COM 023135106 9,206 390 4.42 8,851 3.71 1.0222
2017-08-17 2017-06-30 13F AMAZON COM COM 023135106 8,816 750 9.30 8,534 19.34 1.0460
2017-05-15 2017-03-31 13F AMAZON COM COM 023135106 8,066 6,758 516.67 7,151 723.85 0.9864
2017-02-15 2016-12-31 13F AMAZON COM COM 023135106 1,308 -107 -7.56 868 -26.75 0.1269
2016-11-14 2016-09-30 13F AMAZON COM COM 023135106 1,415 338 31.38 1,185 53.70 0.1852
2016-08-15 2016-06-30 13F AMAZON COM COM 023135106 1,077 -734 -40.53 771 -28.28 0.1229
2016-05-16 2016-03-31 13F AMAZON COM COM 023135106 1,811 -461 -20.29 1,075 -30.01 0.1649
2016-02-16 2015-12-31 13F AMAZON COM COM 023135106 2,272 771 51.37 1,536 100.00 0.2582
2015-11-17 2015-09-30 13F AMAZON COM COM 023135106 1,501 188 14.32 768 34.97 0.1464
2015-08-14 2015-06-30 13F Amazon.com Common 023135106 1,313 -97 -6.88 570 8.59 0.1068
2015-05-15 2015-03-31 13F Amazon.com Common 023135106 1,410 0 0.00 525 19.63 0.0987
2015-02-17 2014-12-31 13F Amazon.com Common 023135106 1,410 -35 -2.42 438 -6.01 0.0722
2014-11-12 2014-09-30 13F Amazon.com Common 023135106 1,445 63 4.56 466 3.79 0.0755
2014-07-25 2014-06-30 13F Amazon.com Common 023135106 1,382 -84 -5.73 449 -8.92 0.1043
2014-05-15 2014-03-31 13F Amazon.comInc Common 023135106 1,466 63 4.49 493 -11.96 0.1348
2014-02-14 2013-12-31 13F Amazon.com Common 023135106 1,403 115 8.93 560 38.96 0.1452
2013-11-14 2013-09-30 13F Amazon.com Common 023135106 1,288 22 1.74 403 14.49 0.1266
2013-08-14 2013-06-30 13F Amazon.com Common 023135106 1,266 1,266 352 0.1270
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.