John Armitage's AMZN Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 5.89 M shares of Amazon.com, Inc. (AMZN) worth $1.36 B, representing 14.78% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in AMZN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 8.63 M shares. Largest reduction occurred in Q2 2022, reducing 7.4 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Amazoncom (AMZN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amazoncom (AMZN) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.84 M | Add 45.38% | 5.89 M | $230.82 |
| Q3 2025 | +715,864 | Add 21.45% | 4.05 M | $219.57 |
| Q2 2025 | -884,482 | Reduce 20.95% | 3.34 M | $219.39 |
| Q1 2025 | +1.81 M | Add 75.32% | 4.22 M | $190.26 |
| Q4 2024 | -659,947 | Reduce 21.51% | 2.41 M | $219.39 |
| Q3 2024 | -827,315 | Reduce 21.24% | 3.07 M | $186.33 |
| Q2 2024 | -1.1 M | Reduce 21.97% | 3.9 M | $193.25 |
| Q1 2024 | +342,982 | Add 7.38% | 4.99 M | $180.38 |
| Q4 2023 | +4.15 M | Add 826.28% | 4.65 M | $151.94 |
| Q3 2023 | +501,926 | New Buy | 501,926 | $127.12 |
| Q4 2022 | -2.79 M | Sold Out | 0 | $0.00 |
| Q3 2022 | +2.79 M | New Buy | 2.79 M | $113.00 |
| Q2 2022 | -7.4 M | Sold Out | 0 | $0.00 |
| Q1 2022 | +1.8 M | Add 32.16% | 7.4 M | $163.00 |
| Q4 2021 | +2.89 M | Add 106.74% | 5.6 M | $166.72 |
| Q3 2021 | -4.65 M | Reduce 63.19% | 2.71 M | $164.25 |
| Q2 2021 | +1.4 M | Add 23.40% | 7.36 M | $172.01 |
| Q1 2021 | +1.1 M | Add 22.70% | 5.96 M | $154.70 |
| Q4 2020 | +339,080 | Add 7.50% | 4.86 M | $162.85 |
| Q3 2020 | -4.07 M | Reduce 47.41% | 4.52 M | $157.44 |
| Q2 2020 | -32,960 | Reduce 0.38% | 8.59 M | $137.94 |
| Q1 2020 | +8.63 M | New Buy | 8.63 M | $97.49 |
| Q4 2019 | -3.05 M | Sold Out | 0 | $0.00 |
| Q3 2019 | +3.05 M | New Buy | 3.05 M | $86.80 |
John Armitage's Amazoncom Investment FAQs
John Armitage first purchased Amazon.com, Inc. (AMZN) in Q3 2019, acquiring 3,047,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Amazon.com, Inc. (AMZN) for 24 quarters since Q3 2019.
John Armitage's largest addition to Amazon.com, Inc. (AMZN) was in Q1 2020, adding 8,625,940 shares worth $840.91 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 5,892,496 shares of Amazon.com, Inc. (AMZN), valued at approximately $1.36 B.
As of the Q4 2025 filing, Amazon.com, Inc. (AMZN) represents approximately 14.78% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Amazon.com, Inc. (AMZN) was 8,625,940 shares, as reported at the end of Q1 2020.