Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionLaffer Investments
Latest Disclosed Ownership53,577 shares
Latest Disclosed Value $ 11,158,482
Laffer Investments reports 0.51% increase in ownership of AMZ / Amazon.com, Inc.

On May 13, 2026 - Laffer Investments filed a 13F-HR form disclosing ownership of 53,577 shares of Amazon.com, Inc. (BG:AMZ) valued at $11,158,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 53,303 shares of Amazon.com, Inc.. This represents a change in shares of 0.51% 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.

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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)
2026-05-13 2026-03-31 13F AMAZON COM COM 023135106 53,577 274 0.51 11,158 -9.31 1.6476
2026-02-12 2025-12-31 13F AMAZON COM COM 023135106 53,303 -957 -1.76 12,303 3.27 1.8698
2025-11-12 2025-09-30 13F AMAZON COM COM 023135106 54,260 2,383 4.59 11,914 4.67 1.8866
2025-08-07 2025-06-30 13F AMAZON COM COM 023135106 51,877 7,425 16.70 11,381 34.57 2.0283
2025-05-14 2025-03-31 13F AMAZON COM COM 023135106 44,452 -350 -0.78 8,457 -13.96 1.8007
2025-02-06 2024-12-31 13F AMAZON COM COM 023135106 44,802 -1,710 -3.68 9,829 13.42 1.9327
2024-11-04 2024-09-30 13F AMAZON COM COM 023135106 46,512 3,142 7.24 8,667 3.40 1.7551
2024-08-14 2024-06-30 13F AMAZON.COM COMMON STOCKS 023135106 43,370 9,901 29.58 8,381 38.83 1.8064
2024-05-15 2024-03-31 13F AMAZON.COM COMMON STOCKS 023135106 33,469 3,811 12.85 6,037 33.98 1.5586
2024-02-08 2023-12-31 13F AMAZON.COM COMMON STOCKS 023135106 29,658 2,523 9.30 4,506 30.65 1.1979
2023-11-14 2023-09-30 13F AMAZON.COM COMMON STOCKS 023135106 27,135 1,140 4.39 3,449 1.80 1.0143
2023-08-14 2023-06-30 13F AMAZON.COM COMMON STOCKS 023135106 25,995 551 2.17 3,389 28.92 0.8991
2023-05-09 2023-03-31 13F AMAZON.COM COMMON STOCKS 023135106 25,444 -1,411 -5.25 2,628 16.54 0.7120
2023-02-10 2022-12-31 13F AMAZON.COM COMMON STOCKS 023135106 26,855 6,564 32.35 2,256 -1.61 0.6492
2022-11-10 2022-09-30 13F amazon.com COMMON STOCKS 023135106 20,291 -574 -2.75 2,293 3.43 0.8425
2022-08-15 2022-06-30 13F amazon.com COMMON STOCKS 023135106 20,865 19,920 2,107.94 2,216 -28.05 0.7781
2022-05-13 2022-03-31 13F amazon.com COMMON STOCKS 023135106 945 41 4.54 3,081 2.19 0.9281
2022-02-11 2021-12-31 13F amazon.com COMMON STOCKS 023135106 904 14 1.57 3,014 3.11 0.8705
2021-11-16 2021-09-30 13F amazon.com COMMON STOCKS 023135106 890 443 99.11 2,924 90.18 0.8459
2021-08-16 2021-06-30 13F amazon.com COMMON STOCKS 023135106 447 -75 -14.37 1,538 -4.83 0.5762
2021-05-17 2021-03-31 13F Amazon Com COMMON STOCKS 023135106 522 135 34.88 1,615 27.07 0.6114
2021-06-11 2020-12-31 13F/A-1 Amazon Com COMMON STOCKS 023135106 387 103 36.27 1,272 42.17 0.5364
2021-02-19 2020-12-31 13F Amazon Com COMMON STOCKS 023135106 103 -181 335 0.1628
2021-06-11 2020-09-30 13F/A-1 Amazon Com COMMON STOCKS 023135106 284 111 64.16 894 87.42 0.4472
2020-11-13 2020-09-30 13F Amazon Com COMMON STOCKS 023135106 330 157 1,039 0.5071
2021-06-11 2020-06-30 13F/A-1 Amazon Com COMMON STOCKS 023135106 173 173 477 0.2743
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.