Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Holding/activity history for  Amazon.com, Inc. (AMZN)
← All AMZN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 222,500 3.23 $208.27 $46,340,075 SEC
2025   Q4 222,500 3.05 $230.82 $51,357,450 SEC
2025   Q3 222,500 2.66 $219.57 $48,854,325 SEC
2025   Q2 222,500 2.63 $219.39 $48,814,275 SEC
2025   Q1 222,500 2.25 Reduce 10.10% 0.28 $184.40–242.52 · VW $213.55i $42,332,850 SEC
2024   Q4 247,500 2.81 Reduce 1.98% 0.05 $180.25–233.00 · VW $204.97i $54,299,025 SEC
2024   Q3 252,500 2.32 $186.33 $47,048,325 SEC
2024   Q2 252,500 2.58 Reduce 25.74% 0.80 $166.32–199.84 · VW $182.18i $48,795,625 SEC
2024   Q1 340,000 3.12 Reduce 4.23% 0.12 $144.05–181.70 · VW $166.22i $61,329,200 SEC
2023   Q4 355,000 2.86 Reduce 10.13% 0.28 $118.35–155.63 · VW $139.57i $53,938,700 SEC
2023   Q3 395,000 2.78 Reduce 8.14% 0.25 $123.04–145.86 · VW $133.46i $50,212,400 SEC
2023   Q2 430,000 3.01 Add 7.50% 0.21 $97.71–131.49 · VW $115.62i $56,054,800 SEC
2023   Q1 400,000 2.40 $103.29 $41,316,000 SEC
2022   Q4 400,000 1.92 $84.00 $33,600,000 SEC
2022   Q3 400,000 2.69 $113.00 $45,200,000 SEC
2022   Q2 400,000 2.25 Add 21.21% 0.39 $101.26–168.39 · VW $120.63i $42,484,000 SEC
2022   Q1 330,000 2.41 Add 13.79% 0.29 $133.57–171.40 · VW $153.28i $53,789,000 SEC
2021   Q4 290,000 1.96 $166.72 $48,348,000 SEC
2021   Q3 290,000 2.01 $164.25 $47,633,000 SEC
2021   Q2 290,000 2.13 Add 7.41% 0.15 $155.78–177.70 · VW $167.24i $49,882,000 SEC
2021   Q1 270,000 1.86 Add 3.85% 0.07 $144.05–171.70 · VW $157.50i $41,770,000 SEC
2020   Q4 260,000 1.82 $162.85 $42,340,000 SEC
2020   Q3 260,000 1.93 Reduce 18.75% 0.41 $137.70–177.61 · VW $159.43i $40,933,000 SEC
2020   Q2 320,000 2.21 Reduce 17.95% 0.36 $94.46–139.80 · VW $121.49i $44,141,000 SEC
2020   Q1 390,000 2.03 $97.49 $38,020,000 SEC
2019   Q4 390,000 1.45 Add 11.43% 0.15 $84.25–95.07 · VW $89.41i $36,033,000 SEC
2019   Q3 350,000 1.27 Add 12.90% 0.15 $85.46–101.79 · VW $91.63i $30,378,000 SEC
2019   Q2 310,000 1.20 $94.68 $29,351,000 SEC
2019   Q1 310,000 1.18 Add 12.18% 0.13 $73.05–91.19 · VW $83.24i $27,602,000 SEC
2018   Q4 276,340 0.98 Add 70.66% 0.41 $65.35–101.66 · VW $81.28i $20,753,000 SEC
2018   Q3 161,920 0.69 Reduce 30.33% 0.26 $83.90–102.53 · VW $94.78i $16,216,000 SEC
2018   Q2 232,400 0.87 Reduce 0.11% <0.01 $67.64–88.15 · VW $79.70i $19,752,000 SEC
2018   Q1 232,660 0.76 Reduce 30.13% 0.27 $58.53–80.88 · VW $71.58i $16,837,000 SEC
2017   Q4 333,000 0.88 Add 42.80% 0.26 $47.52–60.67 · VW $56.10i $19,472,000 SEC
2017   Q3 233,200 0.50 $48.07 $11,209,000 SEC
2017   Q2 233,200 0.53 Reduce 6.42% 0.03 $44.22–50.85 · VW $47.83i $11,287,000 SEC
2017   Q1 249,200 0.49 $44.33 $11,046,000 SEC
2016   Q4 249,200 0.40 Add 2392.00% 0.38 $35.51–42.36 · VW $38.47i $9,343,000 SEC
2016   Q3 10,000 0.02 $41.90 $419,000 SEC
2016   Q2 10,000 0.01 $35.80 $358,000 SEC
2016   Q1 10,000 0.01 $29.70 $297,000 SEC
2015   Q4 10,000 0.01 Buy 0.01 $25.30–34.82 · VW $31.81i $338,000 SEC
Price snapshot:
Current price$247.31
Avg. buy price$93.19
+/- since buy165.38%
52-week low$196.00
52-week high$278.56