Question 1

How many shares of AMZN does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q1, Waverly Advisors, LLC holds 614,982 shares of AMZN (AMAZON COM INC).

Question 2

What is Waverly Advisors, LLC's AMZN position worth?

Accepted Answer

As of 2026-Q1, Waverly Advisors, LLC's AMZN position is worth $128.1M.

Question 3

Is Waverly Advisors, LLC buying or selling AMZN?

Accepted Answer

In 2026-Q1, Waverly Advisors, LLC increased their AMZN position (+27.6% change in shares).

Question 4

When did Waverly Advisors, LLC first buy AMZN?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in AMZN in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	614,982	+27.6%	$128.1M	1.0%	$208.73	53
2025-Q4	Increased	481,844	+50.3%	$111.2M	0.9%	$232.53	59
2025-Q3	Increased	320,612	+3.9%	$70.4M	0.7%	$222.17	43
2025-Q2	Increased	308,480	+2.6%	$67.7M	0.7%	$223.30	43
2025-Q1	Increased	300,632	+59.1%	$57.2M	0.7%	$192.72	59
2024-Q4	Increased	188,941	+27.6%	$41.5M	0.6%	$221.30	51
2024-Q3	Increased	148,087	+6.1%	$27.6M	0.5%	$187.97	43
2024-Q2	Increased	139,517	+34.5%	$27M	0.5%	$193.25	52

AMZNShowing 8 of 29 quarters

AMZN
Showing 8 of 29 quarters