SEC 13F Intelligence

Costello Asset Management, Inc / AMZN

Costello Asset Management, Inc’s Amazon Com Inc Position

Does Costello Asset Management, Inc own Amazon Com Inc (AMZN)? Yes112.4K shares worth $23M (+8.09% of its 13F portfolio) as of Q1 2026, down from 113.2K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
112.4K
% of Portfolio
+8.09%
Quarters Held
28
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ2 ’20: $7MQ2 ’20Q3 ’20: $8MQ4 ’20: $8MQ1 ’21: $8MQ2 ’21: $9MQ2 ’21Q3 ’21: $9MQ4 ’21: $9MQ1 ’22: $8MQ2 ’22: $253,000Q2 ’22Q3 ’22: $266,000Q4 ’22: $136,080Q1 ’23: $145,639Q2 ’23: $196,844Q2 ’23Q3 ’23: $3MQ4 ’23: $4MQ1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $9MQ1 ’25: $22MQ2 ’25: $24MQ2 ’25Q3 ’25: $24MQ4 ’25: $26MQ1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026112.4K$23M+8.09%
Q4 2025113.2K$26M+8.64%
Q3 2025110.6K$24M+8.13%
Q2 2025109.4K$24M+9.02%
Q1 2025114.1K$22M+8.80%
Q4 202439.6K$9M+5.74%
Q3 202438.1K$7M+4.75%
Q2 202435.0K$7M+5.04%
Q1 202433.8K$6M+4.36%
Q4 202328.7K$4M+3.62%
Q3 202323.6K$3M+2.75%
Q2 20231.5K$196,844+0.17%
Q1 20231.4K$145,639+0.15%
Q4 20221.6K$136,080+0.12%
Q3 20222.4K$266,000+0.25%
Q2 20222.4K$253,000+0.22%
Q1 20222.6K$8M+5.77%
Q4 20212.8K$9M+5.65%
Q3 20212.6K$9M+5.50%
Q2 20212.6K$9M+5.76%
Q1 20212.7K$8M+5.76%
Q4 20202.6K$8M+6.34%
Q3 20202.5K$8M+6.99%
Q2 20202.4K$7M+6.41%
Q3 20192.2K$4M+4.47%
Q2 20192.2K$4M+4.68%
Q1 20192.2K$4M+4.65%
Q4 20182.3K$3M+4.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Costello Asset Management, Inc’s full portfolio or all institutional holders of AMZN.