Amazon.com, Inc.
MX ˙ BMV ˙ US0231351067
SecurityMX:AMZN / Amazon.com, Inc.
InstitutionHoward Financial Services, Ltd.
Latest Disclosed Ownership32,796 shares
Latest Disclosed Value $ 6,830,433
Howard Financial Services, Ltd. reports 11.32% increase in ownership of AMZN / Amazon.com, Inc.

On April 7, 2026 - Howard Financial Services, Ltd. filed a 13F-HR form disclosing ownership of 32,796 shares of Amazon.com, Inc. (MX:AMZN) valued at $6,830,433 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 29,460 shares of Amazon.com, Inc.. This represents a change in shares of 11.32% 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)
2026-04-07 2026-03-31 13F AMAZON COM COM 023135106 32,796 3,336 11.32 6,830 0.46 0.7692
2026-01-12 2025-12-31 13F AMAZON COM COM 023135106 29,460 1,996 7.27 6,800 12.75 0.7952
2025-10-23 2025-09-30 13F AMAZON COM COM 023135106 27,464 348 1.28 6,030 1.38 0.7378
2025-07-02 2025-06-30 13F AMAZON COM COM 023135106 27,116 -2,029 -6.96 5,949 7.27 0.7821
2025-04-07 2025-03-31 13F AMAZON COM COM 023135106 29,145 -76 -0.26 5,545 -13.49 0.7551
2025-01-15 2024-12-31 13F AMAZON COM COM 023135106 29,221 4,441 17.92 6,411 38.83 0.8721
2024-10-08 2024-09-30 13F AMAZON COM COM 023135106 24,780 598 2.47 4,617 -1.20 0.6668
2024-07-12 2024-06-30 13F AMAZON COM COM 023135106 24,182 58 0.24 4,673 7.40 0.7658
2024-04-16 2024-03-31 13F AMAZON COM COM 023135106 24,124 326 1.37 4,352 20.36 0.7496
2024-01-09 2023-12-31 13F AMAZON COM COM 023135106 23,798 799 3.47 3,616 23.67 0.6971
2023-10-10 2023-09-30 13F AMAZON COM COM 023135106 22,999 3,143 15.83 2,924 12.94 0.6703
2023-07-12 2023-06-30 13F AMAZON COM COM 023135106 19,856 231 1.18 2,588 27.68 0.6176
2023-04-05 2023-03-31 13F AMAZON COM COM 023135106 19,625 616 3.24 2,027 27.01 0.4939
2023-01-13 2022-12-31 13F AMAZON COM COM 023135106 19,009 1,302 7.35 1,597 -20.24 0.4194
2022-10-12 2022-09-30 13F AMAZON COM COM 023135106 17,707 76 0.43 2,001 6.83 0.6487
2022-07-18 2022-06-30 13F AMAZON COM COM 023135106 17,631 16,887 2,269.76 1,873 -22.76 0.6360
2022-04-20 2022-03-31 13F AMAZON COM COM 023135106 744 8 1.09 2,425 -1.18 0.7183
2022-01-27 2021-12-31 13F AMAZON COM COM 023135106 736 9 1.24 2,454 2.76 0.7360
2021-11-01 2021-09-30 13F AMAZON COM COM 023135106 727 3 0.41 2,388 -4.13 0.8953
2021-08-06 2021-06-30 13F AMAZON COM COM 023135106 724 -62 -7.89 2,491 2.43 0.9761
2021-05-03 2021-03-31 13F AMAZON COM COM 023135106 786 61 8.41 2,432 3.01 1.0923
2021-02-02 2020-12-31 13F AMAZON COM COM 023135106 725 77 11.88 2,361 15.74 1.2440
2020-11-12 2020-09-30 13F AMAZON COM COM 023135106 648 -13 -1.97 2,040 11.84 1.3183
2020-07-29 2020-06-30 13F AMAZON COM COM 023135106 661 42 6.79 1,824 51.12 1.2958
2020-05-05 2020-03-31 13F AMAZON COM COM 023135106 619 2 0.32 1,207 5.88 1.0678
2020-01-27 2019-12-31 13F AMAZON COM COM 023135106 617 18 3.01 1,140 9.62 0.7009
2019-11-12 2019-09-30 13F/A-1 AMAZON COM COM 023135106 599 0 0.00 1,040 -8.29 0.6884
2019-10-29 2019-09-30 13F AMAZON COM COM 023135106 599 0 1,040 688,449.9285
2019-08-05 2019-06-30 13F AMAZON COM COM 023135106 599 30 5.27 1,134 11.94 0.7752
2019-05-14 2019-03-31 13F AMAZON COM COM 023135106 569 -12 -2.07 1,013 16.04 0.7184
2019-02-15 2018-12-31 13F AMAZON COM COM 023135106 581 581 873 0.6707
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.