AMZN β€” AMAZON COM INC

Ownership history in Concord Asset Management, LLC/VA  Β·  6 quarters on record

AI Ownership Summary

Concord Asset Management, LLC/VA reported AMAZON COM INC (AMZN) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.99% in 2024 Q4. The latest visible filing shows AMZN at 1.57% 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 Concord Asset Management, LLC/VA'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 1.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.99% 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
2024 Q3 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 Concord Asset Management, LLC/VA held AMZN β€” position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,236 +666 +1.7% 1.57% $9.1M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 38,570 -5,530 -12.5% 1.54% $8.5M 2025-11-05 $250.20
2025 Q2 ADDED 44,100 +7,121 +19.3% 1.46% $9.7M 2025-07-25 $231.44
2025 Q1 REDUCED 36,979 -4,222 -10.2% 1.47% $6.7M 2025-05-02 $189.98
2024 Q4 ADDED 41,201 +40,913 +14205.9% 1.99% $9.0M 2025-01-24 $234.85
2024 Q3 INITIATED 288 β€” β€” 0.64% $959K 2024-11-07 $210.05

FAQ About Concord Asset Management, LLC/VA and AMZN

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

How long has Concord Asset Management, LLC/VA reported owning AMZN?

Concord Asset Management, LLC/VA reported AMZN across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported AMZN position in Concord Asset Management, LLC/VA's portfolio?

The largest reported portfolio weight for AMZN was 1.99% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Concord Asset Management, LLC/VA reported 39,236 shares, equal to 1.57% of portfolio, with an estimated market value of $9.1M.

What does the chart on this AMZN ownership page compare?

The chart compares Concord Asset Management, LLC/VA'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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