AMZN β€” AMAZON COM INC

Ownership history in BARRETT & COMPANY, INC.  Β·  12 quarters on record

AI Ownership Summary

BARRETT & COMPANY, INC. reported AMAZON COM INC (AMZN) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.45% in 2024 Q2. The latest visible filing shows AMZN at 1.85% 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 BARRETT & COMPANY, INC.'s position in AMAZON COM INC, 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 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.45% in 2024 Q2

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 BARRETT & COMPANY, INC. held AMZN β€” position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,002 +1,000 +4.3% 1.85% $5.5M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 23,002 -475 -2.0% 1.73% $5.1M 2025-10-31 $244.22
2025 Q2 ADDED 23,477 +370 +1.6% 1.93% $5.2M 2025-07-21 $229.30
2025 Q1 ADDED 23,107 +850 +3.8% 1.89% $4.4M 2025-04-21 $167.32
2024 Q4 ADDED 22,257 +371 +1.7% 2.06% $4.9M 2025-01-28 $238.15
2024 Q3 REDUCED 21,886 -6,147 -21.9% 1.77% $4.1M 2024-10-24 $186.38
2024 Q2 ADDED 28,033 +900 +3.3% 2.45% $5.4M 2024-07-25 $179.85
2024 Q1 ADDED 27,133 +4,500 +19.9% 2.32% $4.9M 2024-04-17 $181.28
2023 Q4 REDUCED 22,633 -7,528 -25.0% 1.86% $3.4M 2024-01-24 $156.87
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BARRETT & COMPANY, 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 BARRETT & COMPANY, INC. reported owning AMZN?

BARRETT & COMPANY, INC. reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in BARRETT & COMPANY, INC.'s portfolio?

The largest reported portfolio weight for AMZN was 2.45% in 2024 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when BARRETT & COMPANY, INC. reported 24,002 shares, equal to 1.85% of portfolio, with an estimated market value of $5.5M.

What does the chart on this AMZN ownership page compare?

The chart compares BARRETT & COMPANY, 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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