John Armitage's AMZN Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 4.1M shares of Amazon.com, Inc. (AMZN) worth $889.97 M, representing 9.39% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 25 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 5.6M shares. Largest reduction occurred in Q3 2021, reducing 4.6M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +3.05 M | New Buy | 3.05 M | $86.80 |
| Q4 2019 | -3.05 M | Sold Out | 3.05 M | $0.00 |
| Q1 2020 | +8.63 M | New Buy | 8.63 M | $97.49 |
| Q2 2020 | -32,960 | Reduce 0.38% | 8.59 M | $137.94 |
| Q3 2020 | -4.07 M | Reduce 47.41% | 4.52 M | $157.44 |
| Q4 2020 | +339,080 | Add 7.50% | 4.86 M | $162.85 |
| Q1 2021 | +1.1 M | Add 22.70% | 5.96 M | $154.70 |
| Q2 2021 | +1.4 M | Add 23.40% | 7.36 M | $172.01 |
| Q3 2021 | -4.65 M | Reduce 63.19% | 2.71 M | $164.25 |
| Q4 2021 | +2.89 M | Add 106.74% | 5.6 M | $166.72 |
| Q1 2022 | +1.8 M | Add 32.16% | 7.4 M | $163.00 |
| Q2 2022 | -7.4 M | Sold Out | 7.4 M | $0.00 |
| Q3 2022 | +2.79 M | New Buy | 2.79 M | $113.00 |
| Q4 2022 | -2.79 M | Sold Out | 2.79 M | $0.00 |
| Q3 2023 | +501,926 | New Buy | 501,926 | $127.12 |
| Q4 2023 | +4.15 M | Add 826.28% | 4.65 M | $151.94 |
| Q1 2024 | +342,982 | Add 7.38% | 4.99 M | $180.38 |
| Q2 2024 | -1.1 M | Reduce 21.97% | 3.9 M | $193.25 |
| Q3 2024 | -827,315 | Reduce 21.24% | 3.07 M | $186.33 |
| Q4 2024 | -659,947 | Reduce 21.51% | 2.41 M | $219.39 |
| Q1 2025 | +1.81 M | Add 75.32% | 4.22 M | $190.26 |
| Q2 2025 | -884,482 | Reduce 20.95% | 3.34 M | $219.39 |
| Q3 2025 | +715,864 | Add 21.45% | 4.05 M | $219.57 |
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 25 quarters since Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to Amazon.com, Inc. (AMZN) was in Q1 2020, adding 8,625,940 shares worth $840.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 4,053,249 shares of Amazon.com, Inc. (AMZN), valued at approximately $889.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Amazon.com, Inc. (AMZN) represents approximately 9.39% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's peak holding in Amazon.com, Inc. (AMZN) was 8,625,940 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.