AMAZON.COM INC · CUSIP 023135106 · CIK 1317784
As of 2026-06-30, SFE Investment Counsel reported 81.33K AMZN (shares), valued at $19.38M, or 2.67% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares increased 2.12%; reported value increased 16.86%, and weight changed +0.01 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 | 2.67% | 81,327 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 2.66% | 79,642 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 2.64% | 73,257 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 2.68% | 76,586 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 3.13% | 81,046 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 2.78% | 73,177 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 3.05% | 65,425 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 2.48% | 63,980 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 2.74% | 63,865 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 2.69% | 65,865 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 2.37% | 60,009 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.37% | 60,009 | $9.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 2.69% | 65,865 | $11.88M | Shares increased 9.76%; reported value increased 30.30%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 2.74% | 63,865 | $12.34M | Shares decreased 3.04%; reported value increased 3.88%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 2.48% | 63,980 | $11.92M | Shares increased 0.18%; reported value decreased 3.41%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 3.05% | 65,425 | $14.35M | Shares increased 2.26%; reported value increased 20.40%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 2.78% | 73,177 | $13.92M | Shares increased 11.85%; reported value decreased 3.00%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 3.13% | 81,046 | $17.78M | Shares increased 10.75%; reported value increased 27.71%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 2.68% | 76,586 | $16.82M | Shares decreased 5.50%; reported value decreased 5.43%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 2.64% | 73,257 | $16.91M | Shares decreased 4.35%; reported value increased 0.55%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 2.66% | 79,642 | $16.59M | Shares increased 8.72%; reported value decreased 1.91%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 2.67% | 81,327 | $19.38M | Shares increased 2.12%; reported value increased 16.86%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 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.