Waverly Advisors, LLC

Position in AMZN — Amazon Com Inc

CIK 1568787 BIRMINGHAM, AL

Position in AMZN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$186,182,627

+$58,100,326 QoQ

Shares Held

781,164

+27.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.45%

of 13F equity value

Holder Rank

#512

of 6,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Jun 30, 2026

Waverly Advisors, LLC holds $191,466,850 across 6 Internet Retail names. AMZN ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc This page	781,164	$186,182,627
2	BABA	Alibaba Group Holding Ltd	30,447	$2,922,303
3	EBAY	Ebay Inc	9,497	$1,061,289
4	MELI	Mercadolibre Inc	444	$753,641
5	DASH	DoorDash, Inc.	1,628	$300,414
6	W	Wayfair Inc.	2,668	$246,576

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,182,627	781,164	+27.0%	Shares	Sole	2026-08-14
2026-03-31	$128,082,301	614,982	+27.6%	Shares	Sole	2026-05-15
2025-12-31	$111,219,232	481,844	+50.3%	Shares	Sole	2026-02-17
2025-09-30	$70,396,776	320,612	+3.9%	Shares	Sole	2025-11-14
2025-06-30	$67,677,427	308,480	+2.6%	Shares	Sole	2025-08-14
2025-03-31	$57,198,244	300,632	+59.1%	Shares	Sole	2025-05-15
2024-12-31	$41,451,765	188,941	+27.6%	Shares	Sole	2025-02-14
2024-09-30	$27,593,050	148,087	+6.1%	Shares	Sole	2024-11-14
2024-06-30	$26,961,660	139,517	+34.5%	Shares	Sole	2024-08-14
2024-03-31	$18,705,404	103,700	+64.1%	Shares	Other	2024-05-15
2023-12-31	$9,599,567	63,180	+0.5%	Shares	Other	2024-02-14
2023-09-30	$7,992,923	62,877	+27.9%	Shares	Other	2023-11-14
2023-06-30	$6,410,843	49,178	+51.0%	Shares	Other	2023-08-15
2023-03-31	$3,364,980	32,578	+20.0%	Shares	Other	2023-05-16
2022-12-31	$2,281,104	27,156	+19.6%	Shares	Other	2023-02-15
2022-09-30	$2,566,682	22,714	+47.2%	Shares	Other	2022-11-15
2022-06-30	$1,638,500	15,427	+2233.9%	Shares	Other	2022-08-15
2022-03-31	$2,154,826	661	+2.3%	Shares	Other	2022-05-17
2021-12-31	$2,153,982	646	+1.3%	Shares	Other	2022-02-15
2021-09-30	$2,095,854	638	-0.5%	Shares	Other	2021-11-15
2021-06-30	$2,205,141	641	+4.9%	Shares	Other	2021-08-17
2021-03-31	$1,890,482	611	+8.1%	Shares	Sole	2021-05-24
2020-12-31	$1,840,165	565	+1.1%	Shares	Sole	2021-02-16
2020-09-30	$1,760,140	559	+6.3%	Shares	Sole	2020-11-02
2020-06-30	$1,451,139	526	+6.9%	Shares	Sole	2020-08-17
2020-03-31	$959,262	492	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.