AMAZON.COM INC · CUSIP 023135106 · CIK 1314376
As of 2026-06-30, Broderick Brian C reported 78.27K AMZN (shares), valued at $18.65M, or 2.89% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 3.18%; reported value increased 18.08%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.89% | 78,265 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.91% | 75,850 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 3.17% | 72,683 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 3.03% | 72,673 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.18% | 73,420 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 2.95% | 76,218 | SEC filing ↗Filed Apr 18, 2025 |
| Q4 2024 | 3.30% | 76,637 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.69% | 73,711 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 2.90% | 73,383 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 2.58% | 67,096 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 2.15% | 56,758 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 1.91% | 54,619 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.91% | 54,619 | $6.94M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 2.15% | 56,758 | $8.62M | Shares increased 3.92%; reported value increased 24.21%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.58% | 67,096 | $12.10M | Shares increased 18.21%; reported value increased 40.34%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 2.90% | 73,383 | $14.18M | Shares increased 9.37%; reported value increased 17.17%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 2.69% | 73,711 | $13.73M | Shares increased 0.45%; reported value decreased 3.15%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 3.30% | 76,637 | $16.81M | Shares increased 3.97%; reported value increased 22.42%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.95% | 76,218 | $14.50M | Shares decreased 0.55%; reported value decreased 13.75%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 3.18% | 73,420 | $16.11M | Shares decreased 3.67%; reported value increased 11.08%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 3.03% | 72,673 | $15.96M | Shares decreased 1.02%; reported value decreased 0.94%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.17% | 72,683 | $16.78M | Shares increased 0.01%; reported value increased 5.14%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 2.91% | 75,850 | $15.80M | Shares increased 4.36%; reported value decreased 5.84%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 2.89% | 78,265 | $18.65M | Shares increased 3.18%; reported value increased 18.08%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.