AMZN AMAZON COM INC COM COMMON STOCK

Ownership history in APPLETON PARTNERS INC/MA  ·  56 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in AMAZON COM INC COM COMMON STOCK (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.38% (2020 Q3)
Avg. % of fund
1.99%
First filed
2009 Q2
Last filed
2025 Q4
Quarters held
56
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 179,908 -918 -0.5% 2.74% $41.5M $230.82
2025 Q3 REDUCED 180,826 -21 -0.0% 2.66% $39.7M $219.57
2025 Q2 REDUCED 180,847 -4,559 -2.5% 2.81% $39.7M $219.39
2025 Q1 REDUCED 185,406 -1,228 -0.7% 2.73% $35.3M $190.26
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)
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