AMZN AMAZON COM INC

Ownership history in Beacon Bank & Trust  ·  22 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported AMAZON COM INC (AMZN) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.91% in 2024 Q4. The latest visible filing shows AMZN at 1.48% 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 Beacon Bank & Trust'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 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% 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 Beacon Bank & Trust 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 31,656 -1,501 -4.5% 1.48% $7.3M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 33,157 -1,349 -3.9% 1.57% $7.3M 2025-10-24 $224.21
2025 Q2 REDUCED 34,506 -1,178 -3.3% 1.73% $7.6M 2025-07-09 $222.54
2025 Q1 REDUCED 35,684 -1,738 -4.6% 1.65% $6.8M 2025-04-17 $172.61
2024 Q4 ADDED 37,422 +450 +1.2% 1.91% $8.2M 2025-01-22 $235.01
2024 Q3 REDUCED 36,972 -1,186 -3.1% 1.62% $6.9M 2024-10-18 $188.99
2024 Q2 REDUCED 38,158 -1,504 -3.8% 1.85% $7.4M 2024-07-12 $194.49
2024 Q1 REDUCED 39,662 -1,788 -4.3% 1.78% $7.2M 2024-04-24 $176.59
2023 Q4 ADDED 41,450 +242 +0.6% 1.67% $6.3M 2024-01-22 $154.78
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Bank & Trust and AMZN

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

How long has Beacon Bank & Trust reported owning AMZN?

Beacon Bank & Trust reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for AMZN was 1.91% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Bank & Trust reported 31,656 shares, equal to 1.48% of portfolio, with an estimated market value of $7.3M.

What does the chart on this AMZN ownership page compare?

The chart compares Beacon Bank & Trust'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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