AMZN β€” AMAZON COM INC

Ownership history in WestHill Financial Advisors, Inc.  Β·  19 quarters on record

This page tracks every 13F SEC filing in which WestHill Financial Advisors, Inc. reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.47% (2023 Q4)
πŸ“Š Avg. % of fund
0.37%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
19

Position Intelligence

WestHill Financial Advisors, Inc. Γ— AMZN AI Analytics

πŸ“ˆ WestHill Financial Advisors, Inc. outperformed the S&P 500 by +12.0% annually on this AMZN position. Timing score: 56% (9/16 decisions correct). Average cost basis: $111.42. Maximum drawdown during holding period: –49.6%.

πŸ“ˆ Position Alpha vs SPY
+12.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.0% per year on this position.
11 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
9 of 16 add/trim decisions correct

πŸ’° Entry Quality
$111.42
+107.2% vs current ($230.82)

Best entry: $84.00 (2022 Q4)  Β·  Worst: $219.39 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–49.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
59%
buy-side decisions

10 adds Β· 7 trims. Bought during 5 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.39% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMZN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,933 -21 -0.2% 0.39% $2.1M $230.82
2025 Q3 REDUCED 8,954 -104 -1.1% 0.39% $2.0M $219.57
2025 Q2 ADDED 9,058 +129 +1.4% 0.42% $2.0M $219.39
2025 Q1 REDUCED 8,929 -15 -0.2% 0.39% $1.7M $190.26
2024 Q4 UNCHANGED 8,944 β€” 0% 0.44% $2.0M $219.39
2024 Q3 ADDED 8,944 +10 +0.1% 0.37% $1.7M $186.33
2024 Q2 REDUCED 8,934 -220 -2.4% 0.42% $1.7M $193.25
2024 Q1 REDUCED 9,154 -2,553 -21.8% 0.41% $1.7M $180.38
2023 Q4 ADDED 11,707 +6 +0.1% 0.47% $1.8M $151.94
2023 Q3 ADDED 11,701 +1,229 +11.7% 0.43% $1.5M $127.12
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AMZN

As of 2025 Q4 β€” sorted by position size

I.G.Y. Ltd 3Y 44.57% Skye Global Management LP 3Y 7Y 38.22% BRIGHTON JONES LLC 3Y 7Y 34.08% ALTAROCK PARTNERS LP 3Y 7Y 33.1% BSN Capital Partners Ltd 3Y 30.13% Nellore Capital Management LLC 3Y 26.28% Kapitalo Investimentos Ltda 24.95% Spark Investment Management LLC 3Y 7Y 24.81% CRITERIA CAIXA, S.A.U. 22.38% MILLER WEALTH ADVISORS, LLC 3Y 21.5%
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