AMZN — Amazon.Com.............................. COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  57 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Amazon.Com.............................. COM (AMZN) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.32% in 2024 Q4. The latest visible filing shows AMZN at 4.98% 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 BALDWIN WEALTH PARTNERS LLC/MA'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 4.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.32% 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.

AMZN stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 337,227 -2,300 -0.7% 4.98% $77.8M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 339,527 -4,429 -1.3% 4.86% $74.5M 2025-10-14 $216.39
2025 Q2 REDUCED 343,956 -8,796 -2.5% 5.12% $75.5M 2025-07-24 $232.23
2025 Q1 ADDED 352,752 +1,537 +0.4% 4.71% $67.1M 2025-04-14 $182.12
2024 Q4 ADDED 351,215 +598 +0.2% 5.32% $77.1M 2025-01-22 $235.01
2024 Q3 ADDED 350,617 +4,422 +1.3% 4.45% $65.3M 2024-10-16 $186.89
2024 Q2 REDUCED 346,195 -28,823 -7.7% 5.21% $66.9M 2024-07-12 $194.49
2024 Q1 REDUCED 375,018 -11,257 -2.9% 5.10% $67.6M 2024-04-12 $186.13
2023 Q4 ADDED 386,275 +21,744 +6.0% 4.61% $58.7M 2024-01-08 $149.10
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMZN

As of 2026 Q1 — sorted by position size

Ahara Advisors LLC 4.58% McAlister, Sweet & Associates, Inc. 3Y 3.74% Coastline Trust Co 3Y 7Y 3.12% Byrne Asset Management LLC 3Y 2.97% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 2.88% Adelphi Trust Co 2.64% ADIRONDACK TRUST CO 3Y 7Y 2.6% Vigilare Wealth Management 3Y 1.98% NEVILLE RODIE & SHAW INC 3Y 7Y 1.84% First County Bank /CT/ 1.68%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and AMZN

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

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning AMZN?

BALDWIN WEALTH PARTNERS LLC/MA reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for AMZN was 5.32% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 337,227 shares, equal to 4.98% of portfolio, with an estimated market value of $77.8M.

What does the chart on this AMZN ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA'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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