AMZN Amazon Com, Inc. COM

Ownership history in ALBION FINANCIAL GROUP /UT  ·  49 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported Amazon Com, Inc. COM (AMZN) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.72% in 2024 Q4. The latest visible filing shows AMZN at 3.56% 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 ALBION FINANCIAL GROUP /UT's position in Amazon Com, Inc. 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 3.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.72% 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 ALBION FINANCIAL GROUP /UT 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 REDUCED 247,619 -3,141 -1.3% 3.56% $57.2M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 250,760 -431 -0.2% 3.33% $55.1M 2025-10-20 $216.48
2025 Q2 ADDED 251,191 +5,852 +2.4% 3.60% $55.1M 2025-07-17 $223.88
2025 Q1 REDUCED 245,339 -2,202 -0.9% 3.30% $46.7M 2025-04-25 $188.99
2024 Q4 ADDED 247,541 +6,843 +2.8% 3.72% $54.3M 2025-01-17 $225.94
2024 Q3 ADDED 240,698 +44,416 +22.6% 3.11% $44.8M 2024-10-09 $185.17
2024 Q2 ADDED 196,282 +1,111 +0.6% 2.86% $37.9M 2024-07-10 $199.79
2024 Q1 ADDED 195,171 +1,611 +0.8% 2.72% $35.2M 2024-04-19 $174.63
2023 Q4 ADDED 193,560 +1,704 +0.9% 2.42% $29.4M 2024-01-26 $159.12
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALBION FINANCIAL GROUP /UT and AMZN

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

How long has ALBION FINANCIAL GROUP /UT reported owning AMZN?

ALBION FINANCIAL GROUP /UT reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for AMZN was 3.72% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when ALBION FINANCIAL GROUP /UT reported 247,619 shares, equal to 3.56% of portfolio, with an estimated market value of $57.2M.

What does the chart on this AMZN ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT'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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