AMZN Amazon.com Inc.

Ownership history in BARTLETT & CO. WEALTH MANAGEMENT LLC  ·  9 quarters on record

AI Ownership Summary

BARTLETT & CO. WEALTH MANAGEMENT LLC reported Amazon.com Inc. (AMZN) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.78% in 2025 Q4. The latest visible filing shows AMZN at 2.78% 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.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARTLETT & CO. WEALTH MANAGEMENT LLC'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 2.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.78% in 2025 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 BARTLETT & CO. WEALTH MANAGEMENT LLC 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 ADDED 919,389 +11,531 +1.3% 2.78% $212.2M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 907,858 +7,290 +0.8% 2.64% $199.3M 2025-10-09 $227.74
2025 Q2 ADDED 900,568 +47,244 +5.5% 2.76% $197.6M 2025-07-18 $226.13
2025 Q1 ADDED 853,324 +49,798 +6.2% 2.39% $162.4M 2025-04-24 $186.54
2024 Q4 ADDED 803,526 +12,529 +1.6% 2.56% $176.3M 2025-01-17 $225.94
2024 Q3 ADDED 790,997 +17,843 +2.3% 2.12% $147.4M 2024-10-17 $187.53
2024 Q2 ADDED 773,154 +12,644 +1.7% 2.27% $149.4M 2024-07-12 $194.49
2024 Q1 ADDED 760,510 +743,024 +4249.3% 2.11% $137.3M 2024-05-09 $189.50
2023 Q4 INITIATED 17,486 1.09% $54.1M 2024-02-14 $170.98

FAQ About BARTLETT & CO. WEALTH MANAGEMENT LLC and AMZN

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

How long has BARTLETT & CO. WEALTH MANAGEMENT LLC reported owning AMZN?

BARTLETT & CO. WEALTH MANAGEMENT LLC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in BARTLETT & CO. WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for AMZN was 2.78% in 2025 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when BARTLETT & CO. WEALTH MANAGEMENT LLC reported 919,389 shares, equal to 2.78% of portfolio, with an estimated market value of $212.2M.

What does the chart on this AMZN ownership page compare?

The chart compares BARTLETT & CO. WEALTH MANAGEMENT LLC'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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