Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership67,657 shares
Latest Disclosed Value $ 14,090,923
PDS Planning, Inc reports 2.92% increase in ownership of AMZ / Amazon.com, Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 67,657 shares of Amazon.com, Inc. (BG:AMZ) valued at $14,090,923 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 65,738 shares of Amazon.com, Inc.. This represents a change in shares of 2.92% 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)
2026-04-21 2026-03-31 13F AMAZON COM COM 023135106 67,657 1,919 2.92 14,091 -7.14 0.9294
2026-01-26 2025-12-31 13F AMAZON COM COM 023135106 65,738 3,687 5.94 15,174 11.37 1.0136
2025-10-21 2025-09-30 13F AMAZON COM COM 023135106 62,051 1,030 1.69 13,625 1.77 0.9423
2025-07-24 2025-06-30 13F AMAZON COM COM 023135106 61,021 8,907 17.09 13,387 35.02 0.9977
2025-04-24 2025-03-31 13F AMAZON COM COM 023135106 52,114 6,057 13.15 9,915 -1.87 0.8358
2025-02-10 2024-12-31 13F AMAZON COM COM 023135106 46,057 609 1.34 10,104 19.32 0.8977
2024-10-30 2024-09-30 13F AMAZON COM COM 023135106 45,448 1,045 2.35 8,468 -1.31 0.7590
2024-08-08 2024-06-30 13F AMAZON COM COM 023135106 44,403 3,667 9.00 8,581 16.78 0.8657
2024-05-01 2024-03-31 13F AMAZON COM COM 023135106 40,736 1,670 4.27 7,348 23.79 0.7720
2024-02-01 2023-12-31 13F AMAZON COM COM 023135106 39,066 894 2.34 5,936 22.32 0.6761
2023-10-23 2023-09-30 13F AMAZON COM COM 023135106 38,172 884 2.37 4,852 -0.16 0.6278
2023-07-21 2023-06-30 13F AMAZON COM COM 023135106 37,288 2,639 7.62 4,861 35.83 0.6215
2023-05-02 2023-03-31 13F AMAZON COM COM 023135106 34,649 15,254 78.65 3,579 119.64 0.4934
2023-01-27 2022-12-31 13F AMAZON COM COM 023135106 19,395 -1,265 -6.12 1,629 -30.24 0.2604
2022-11-02 2022-09-30 13F AMAZON COM COM 023135106 20,660 -2,023 -8.92 2,335 -3.07 0.4251
2022-07-15 2022-06-30 13F AMAZON COM COM 023135106 22,683 21,518 1,847.04 2,409 -36.57 0.4360
2022-04-18 2022-03-31 13F AMAZON COM COM 023135106 1,165 70 6.39 3,798 4.03 0.6684
2022-01-25 2021-12-31 13F AMAZON COM COM 023135106 1,095 82 8.09 3,651 9.71 0.6986
2021-10-22 2021-09-30 13F AMAZON COM COM 023135106 1,013 23 2.32 3,328 -2.29 0.7679
2021-07-26 2021-06-30 13F AMAZON COM COM 023135106 990 81 8.91 3,406 21.08 0.8293
2021-04-20 2021-03-31 13F AMAZON COM COM 023135106 909 25 2.83 2,813 -2.29 0.8165
2021-01-21 2020-12-31 13F AMAZON COM COM 023135106 884 55 6.63 2,879 10.31 0.9882
2020-10-19 2020-09-30 13F AMAZON COM COM 023135106 829 42 5.34 2,610 20.22 1.0629
2020-08-11 2020-06-30 13F AMAZON COM COM 023135106 787 83 11.79 2,171 58.12 0.9838
2020-04-20 2020-03-31 13F AMAZON COM COM 023135106 704 126 21.80 1,373 28.56 0.8763
2020-02-07 2019-12-31 13F AMAZON COM COM 023135106 578 51 9.68 1,068 16.72 0.6739
2019-10-28 2019-09-30 13F AMAZON COM COM 023135106 527 10 1.93 915 -6.54 0.6351
2019-08-14 2019-06-30 13F AMAZON COM COM 023135106 517 24 4.87 979 11.50 0.7281
2019-04-19 2019-03-31 13F AMAZON COM COM 023135106 493 -125 -20.23 878 -5.39 0.6823
2019-02-08 2018-12-31 13F AMAZON COM COM 023135106 618 24 4.04 928 -22.02 0.7974
2018-11-02 2018-09-30 13F AMAZON COM COM 023135106 594 47 8.59 1,190 27.96 1.0185
2018-07-26 2018-06-30 13F AMAZON COM COM 023135106 547 9 1.67 930 19.38 0.9172
2018-05-03 2018-03-31 13F AMAZON COM COM 023135106 538 4 0.75 779 24.84 0.7871
2018-02-13 2017-12-31 13F AMAZON COM COM 023135106 534 534 624 0.6319
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.