AMZN AMAZON.COM Com

Ownership history in ADELL HARRIMAN & CARPENTER INC  ·  66 quarters on record

AI Ownership Summary

ADELL HARRIMAN & CARPENTER INC reported AMAZON.COM Com (AMZN) in 66 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.29% in 2024 Q4. The latest visible filing shows AMZN at 3.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADELL HARRIMAN & CARPENTER INC's position in AMAZON.COM Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMZN was reported at 3.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.29% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADELL HARRIMAN & CARPENTER INC held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 228,862 +12,682 +5.9% 3.15% $52.8M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 216,180 +1,985 +0.9% 2.88% $47.5M 2025-11-04 $249.32
2025 Q2 REDUCED 214,195 -1,950 -0.9% 3.12% $47.0M 2025-08-04 $211.65
2025 Q1 ADDED 216,145 +639 +0.3% 3.10% $41.1M 2025-04-29 $187.39
2024 Q4 ADDED 215,506 +7,456 +3.6% 3.29% $47.3M 2025-01-30 $234.64
2024 Q3 ADDED 208,050 +6,481 +3.2% 2.82% $38.8M 2024-10-25 $187.83
2024 Q2 ADDED 201,569 +8,215 +4.2% 3.01% $39.0M 2024-08-01 $184.07
2024 Q1 ADDED 193,354 +3,912 +2.1% 2.87% $34.9M 2024-04-25 $173.67
2023 Q4 ADDED 189,442 +7,784 +4.3% 2.66% $28.8M 2024-02-05 $170.31
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ADELL HARRIMAN & CARPENTER INC and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADELL HARRIMAN & CARPENTER INC reported owning AMZN?

ADELL HARRIMAN & CARPENTER INC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in ADELL HARRIMAN & CARPENTER INC's portfolio?

The largest reported portfolio weight for AMZN was 3.29% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when ADELL HARRIMAN & CARPENTER INC reported 228,862 shares, equal to 3.15% of portfolio, with an estimated market value of $52.8M.

What does the chart on this AMZN ownership page compare?

The chart compares ADELL HARRIMAN & CARPENTER INC's quarterly AMZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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