AMZN — Amazon.com, Inc. COM

Ownership history in Chesley Taft & Associates LLC  ·  61 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported Amazon.com, Inc. COM (AMZN) in 61 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.01% in 2025 Q2. The latest visible filing shows AMZN at 2.96% 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 Chesley Taft & Associates LLC's position in Amazon.com, Inc. 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
2026 Q1

AMZN was reported at 2.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.01% in 2025 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 2026 Q1

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 Chesley Taft & Associates LLC fund profile Chesley Taft & Associates LLC full holdings
How Chesley Taft & Associates LLC held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 339,672 +24,300 +7.7% 2.96% $70.7M 2026-04-13 $239.89
2025 Q4 ADDED 315,372 +10,163 +3.3% 2.87% $72.8M 2026-01-14 $236.65
2025 Q3 REDUCED 305,209 -2,436 -0.8% 2.84% $67.0M 2025-10-08 $225.22
2025 Q2 ADDED 307,645 +52,638 +20.6% 3.01% $67.5M 2025-07-09 $222.54
2025 Q1 ADDED 255,007 +992 +0.4% 2.34% $48.5M 2025-04-10 $181.22
2024 Q4 ADDED 254,015 +421 +0.2% 2.59% $55.7M 2025-01-17 $225.94
2024 Q3 REDUCED 253,594 -702 -0.3% 2.25% $47.3M 2024-10-07 $180.80
2024 Q2 ADDED 254,296 +1,933 +0.8% 2.46% $49.1M 2024-07-19 $183.13
2024 Q1 REDUCED 252,363 -1,533 -0.6% 2.33% $45.5M 2024-04-16 $183.32
2023 Q4 ADDED 253,896 +23,485 +10.2% 2.16% $38.6M 2024-01-11 $155.18
51 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

Luma Capital S.A. - SPF 15.78% SANDER CAPITAL ADVISORS INC 3Y 7Y 15.48% Draper Asset Management, LLC 3Y 14.47% Hoffman, Alan N Investment Management 3Y 14.36% Barton Investment Management 3Y 7Y 12.99% PICTET BANK & TRUST Ltd 3Y 7Y 12.31% Viewpoint Capital Management LLC 3Y 12.17% Arkfeld Wealth Strategies, L.L.C. 3Y 11.49% Manitou Investment Management Ltd. 3Y 7Y 11.47% Maestria Partners LLC 11.2%

FAQ About Chesley Taft & Associates 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 Chesley Taft & Associates LLC reported owning AMZN?

Chesley Taft & Associates LLC reported AMZN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMZN position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for AMZN was 3.01% in 2025 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2026 Q1, when Chesley Taft & Associates LLC reported 339,672 shares, equal to 2.96% of portfolio, with an estimated market value of $70.7M.

What does the chart on this AMZN ownership page compare?

The chart compares Chesley Taft & Associates 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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