亞馬遜公司
MX ˙ BMV ˙ US0231351067
SecurityMX:AMZN / Amazon.com, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership221,447 shares
Latest Disclosed Value $ 46,120,765
Sowell Financial Services LLC reports 4.11% increase in ownership of AMZN / Amazon.com, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 221,447 shares of Amazon.com, Inc. (MX:AMZN) valued at $46,120,765 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 212,704 shares of Amazon.com, Inc.. This represents a change in shares of 4.11% 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)
2026-04-20 2026-03-31 13F AMAZON COM COM 023135106 221,447 8,743 4.11 46,121 -6.06 1.7056
2026-01-21 2025-12-31 13F AMAZON COM COM 023135106 212,704 1,262 0.60 49,096 5.75 1.8035
2025-10-17 2025-09-30 13F AMAZON COM COM 023135106 211,442 -16,187 -7.11 46,426 -7.03 1.7815
2025-07-14 2025-06-30 13F AMAZON COM COM 023135106 227,629 8,957 4.10 49,939 20.03 2.0339
2025-04-17 2025-03-31 13F AMAZON COM COM 023135106 218,672 -1,975 -0.90 41,605 -14.05 1.8934
2025-02-07 2024-12-31 13F AMAZON COM COM 023135106 220,647 -29,440 -11.77 48,408 3.88 2.5458
2024-10-04 2024-09-30 13F AMAZON COM Stock 023135106 250,087 -4,849 -1.90 46,599 -5.41 2.1648
2024-08-13 2024-06-30 13F AMAZON COM Stock 023135106 254,936 7,446 3.01 49,266 10.36 2.3526
2024-05-03 2024-03-31 13F AMAZON COM Stock 023135106 247,490 2,275 0.93 44,642 19.82 2.1058
2024-01-24 2023-12-31 13F AMAZON COM Stock 023135106 245,215 8,088 3.41 37,258 23.60 2.0184
2023-11-08 2023-09-30 13F AMAZON COM COM 023135106 237,127 12,858 5.73 30,144 3.11 1.8918
2023-08-14 2023-06-30 13F AMAZON COM COM 023135106 224,269 53,107 31.03 29,236 171,876.47 1.6297
2023-05-12 2023-03-31 13F AMAZON COM STOCK 023135106 171,162 -36,380 -17.53 18 0.00 1.3641
2023-02-09 2022-12-31 13F Amazon.Com Stock 023135106 207,542 207,542 17 1.1285
2022-11-15 2022-09-30 13F AMAZON COM Stock 023135106 0 -15,119 -100.00 0 -100.00
2022-08-15 2022-06-30 13F AMAZON COM Stock 023135106 15,119 15,119 1,606 0.1484
2021-08-05 2021-06-30 13F AMAZON COM INC COM Stock 023135106 0 -9,151 -100.00 0 -100.00
2021-05-07 2021-03-31 13F AMAZON COM INC COM Stock 023135106 9,151 -595 -6.11 30,255 -4.68 1.0531
2021-01-13 2020-12-31 13F AMAZON COM INC COM COM 023135106 9,746 1,053 12.11 31,741 15.96 1.3560
2020-11-12 2020-09-30 13F AMAZON COM INC COM COM 023135106 8,693 582 7.18 27,373 22.33 1.3671
2020-08-13 2020-06-30 13F AMAZON COM INC COM Stock 023135106 8,111 1,003 14.11 22,377 61.46 1.2298
2020-05-12 2020-03-31 13F AMAZON COM INC COM Stock 023135106 7,108 133 1.91 13,859 7.53 1.0256
2020-02-07 2019-12-31 13F AMAZON COM INC COM Stock 023135106 6,975 556 8.66 12,889 15.67 0.9822
2019-11-14 2019-09-30 13F AMAZON COM INC COM COM 023135106 6,419 1,801 39.00 11,143 35.49 0.9207
2019-05-15 2019-03-31 13F AMAZON COM INC COM Stock 023135106 4,618 4,618 8,224 0.9181
2019-03-05 2018-12-31 13F AMAZON COM COM 023135106 0 -3,578 -100.00 0 -100.00
2018-11-13 2018-09-30 13F AMAZON COM COM 023135106 3,578 91 2.61 7,167 8.39 1.0405
2018-08-14 2018-06-30 13F AMAZON COM COM 023135106 3,487 583 20.08 6,612 45.06 1.4033
2018-05-10 2018-03-31 13F AMAZON COM COM 023135106 2,904 -193 -6.23 4,558 13.81 1.1390
2018-01-29 2017-12-31 13F AMAZON COM COM 023135106 3,097 1,159 59.80 4,005 87.24 0.9792
2017-11-07 2017-09-30 13F AMAZON COM COM 023135106 1,938 -182 -8.58 2,139 1.95 0.5577
2017-08-14 2017-06-30 13F AMAZON COM COM 023135106 2,120 153 7.78 2,098 8.82 0.5955
2017-05-31 2017-03-31 13F AMAZON COM COM 023135106 1,967 116 6.27 1,928 24.55 0.5693
2017-02-27 2016-12-31 13F Amazon.Com COM 023135106 1,851 1,851 1,548 0.5183
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.