Jeremy Grantham's AMZN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 6.35 M shares of Amazon.com, Inc. (AMZN) worth $1.47 B, representing 3.75% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in AMZN, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 80.3 M shares. Largest reduction occurred in Q2 2015, reducing 26.03 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Amazoncom (AMZN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amazoncom (AMZN) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2.77 M | Add 77.13% | 6.35 M | $230.82 |
| Q3 2025 | -18,894 | Reduce 0.52% | 3.59 M | $219.57 |
| Q2 2025 | +169,835 | Add 4.94% | 3.61 M | $219.39 |
| Q1 2025 | +219,369 | Add 6.82% | 3.44 M | $190.26 |
| Q4 2024 | -336,082 | Reduce 9.46% | 3.22 M | $219.39 |
| Q3 2024 | +51,642 | Add 1.48% | 3.55 M | $186.33 |
| Q2 2024 | -578,050 | Reduce 14.17% | 3.5 M | $193.25 |
| Q1 2024 | +152,514 | Add 3.88% | 4.08 M | $180.38 |
| Q4 2023 | -155,031 | Reduce 3.80% | 3.93 M | $151.94 |
| Q3 2023 | -345,715 | Reduce 7.81% | 4.08 M | $127.12 |
| Q2 2023 | -333,713 | Reduce 7.01% | 4.43 M | $130.36 |
| Q1 2023 | +455,637 | Add 10.58% | 4.76 M | $103.29 |
| Q4 2022 | +2.45 M | Add 131.56% | 4.31 M | $84.00 |
| Q3 2022 | -7,200 | Reduce 0.39% | 1.86 M | $113.00 |
| Q2 2022 | +772,126 | Add 70.56% | 1.87 M | $106.21 |
| Q1 2022 | +739,480 | Add 208.37% | 1.09 M | $163.00 |
| Q4 2021 | -56,400 | Reduce 13.71% | 354,880 | $166.72 |
| Q3 2021 | -35,000 | Reduce 7.84% | 411,280 | $164.25 |
| Q2 2021 | +71,600 | Add 19.11% | 446,280 | $172.01 |
| Q1 2021 | +36,680 | Add 10.85% | 374,680 | $154.70 |
| Q4 2020 | +277,900 | Add 462.40% | 338,000 | $162.85 |
| Q3 2020 | +11,620 | Add 23.97% | 60,100 | $157.44 |
| Q2 2020 | +4,020 | Add 9.04% | 48,480 | $137.93 |
| Q1 2020 | +20,120 | Add 82.66% | 44,460 | $97.48 |
| Q4 2019 | +3,760 | Add 18.27% | 24,340 | $92.40 |
| Q3 2019 | -14,060 | Reduce 40.59% | 20,580 | $86.78 |
| Q2 2019 | -1,360 | Reduce 3.78% | 34,640 | $94.69 |
| Q1 2019 | +4,000 | Add 12.50% | 36,000 | $89.03 |
| Q3 2018 | +32,000 | New Buy | 32,000 | $100.16 |
| Q4 2016 | -400,000 | Sold Out | 0 | $0.00 |
| Q3 2016 | -200,000 | Reduce 33.33% | 400,000 | $41.86 |
| Q2 2016 | -24.91 M | Reduce 97.65% | 600,000 | $35.78 |
| Q1 2016 | -8.18 M | Reduce 24.29% | 25.51 M | $29.68 |
| Q4 2015 | +564,360 | Add 1.70% | 33.69 M | $33.79 |
| Q3 2015 | -16.59 M | Reduce 33.37% | 33.13 M | $25.59 |
| Q2 2015 | -26.03 M | Reduce 34.36% | 49.72 M | $21.70 |
| Q1 2015 | -15.98 M | Reduce 17.42% | 75.75 M | $18.60 |
| Q4 2014 | +11.42 M | Add 14.22% | 91.72 M | $15.52 |
| Q3 2014 | +80.3 M | New Buy | 80.3 M | $16.12 |
| Q1 2014 | -12,460 | Sold Out | 0 | $0.00 |
| Q4 2013 | -1,140 | Reduce 8.38% | 12,460 | $19.90 |
| Q3 2013 | -6,780 | Reduce 33.27% | 13,600 | $15.66 |
| Q2 2013 | +20,380 | Add 0.00% | 20,380 | $13.89 |
Jeremy Grantham's Amazoncom Investment FAQs
Jeremy Grantham first purchased Amazon.com, Inc. (AMZN) in Q2 2013, acquiring 20,380 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Amazon.com, Inc. (AMZN) for 44 quarters since Q2 2013.
Jeremy Grantham's largest addition to Amazon.com, Inc. (AMZN) was in Q3 2014, adding 80,303,680 shares worth $1.29 B.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 6,353,413 shares of Amazon.com, Inc. (AMZN), valued at approximately $1.47 B.
As of the Q4 2025 filing, Amazon.com, Inc. (AMZN) represents approximately 3.75% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Amazon.com, Inc. (AMZN) was 91,721,460 shares, as reported at the end of Q4 2014.