AMZN β€” Amazon.com Inc

Ownership history in D.B. Root & Company, LLC  Β·  32 quarters on record

AI Ownership Summary

D.B. Root & Company, LLC reported Amazon.com Inc (AMZN) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.77% in 2024 Q2. The latest visible filing shows AMZN at 1.16% 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 D.B. Root & Company, 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 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% 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 D.B. Root & Company, LLC 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 REDUCED 20,520 -629 -3.0% 1.16% $4.7M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 21,149 -761 -3.5% 1.18% $4.6M 2025-11-06 $243.04
2025 Q2 ADDED 21,910 +733 +3.5% 1.42% $4.8M 2025-07-22 $227.47
2025 Q1 REDUCED 21,177 -578 -2.7% 1.30% $4.0M 2025-05-14 $210.25
2024 Q4 REDUCED 21,755 -94 -0.4% 1.52% $4.8M 2025-01-17 $225.94
2024 Q3 REDUCED 21,849 -4,939 -18.4% 1.34% $4.1M 2024-10-31 $186.40
2024 Q2 ADDED 26,788 +1,161 +4.5% 1.77% $5.2M 2024-07-15 $192.72
2024 Q1 ADDED 25,627 +70 +0.3% 1.56% $4.6M 2024-04-17 $181.28
2023 Q4 REDUCED 25,557 -1,936 -7.0% 1.41% $3.9M 2024-01-16 $153.16
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About D.B. Root & Company, 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 D.B. Root & Company, LLC reported owning AMZN?

D.B. Root & Company, LLC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in D.B. Root & Company, LLC's portfolio?

The largest reported portfolio weight for AMZN was 1.77% in 2024 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when D.B. Root & Company, LLC reported 20,520 shares, equal to 1.16% of portfolio, with an estimated market value of $4.7M.

What does the chart on this AMZN ownership page compare?

The chart compares D.B. Root & Company, 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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