AMZN AMAZON COM INC

Ownership history in Drake & Associates, LLC  ·  15 quarters on record

AI Ownership Summary

Drake & Associates, LLC reported AMAZON COM INC (AMZN) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.71% in 2025 Q3. The latest visible filing shows AMZN at 0.49% 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 Drake & Associates, 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 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q3

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 Drake & Associates, 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 REDUCED 10,730 -2,898 -21.3% 0.49% $2.5M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 13,628 +1,543 +12.8% 0.71% $3.4M 2025-11-06 $243.04
2025 Q2 ADDED 12,085 +531 +4.6% 0.65% $2.7M 2025-07-23 $228.29
2025 Q1 ADDED 11,554 +1,804 +18.5% 0.62% $2.2M 2025-04-29 $187.39
2024 Q4 ADDED 9,750 +2,773 +39.7% 0.64% $2.2M 2025-02-10 $233.14
2024 Q3 ADDED 6,977 +1,273 +22.3% 0.42% $1.3M 2024-10-16 $186.89
2024 Q2 REDUCED 5,704 -2,809 -33.0% 0.39% $1.1M 2024-08-05 $161.02
2024 Q1 ADDED 8,513 +107 +1.3% 0.56% $1.5M 2024-05-09 $189.50
2023 Q4 REDUCED 8,406 -29 -0.3% 0.52% $1.3M 2024-01-30 $159.00
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Drake & 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 Drake & Associates, LLC reported owning AMZN?

Drake & Associates, LLC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in Drake & Associates, LLC's portfolio?

The largest reported portfolio weight for AMZN was 0.71% in 2025 Q3.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Drake & Associates, LLC reported 10,730 shares, equal to 0.49% of portfolio, with an estimated market value of $2.5M.

What does the chart on this AMZN ownership page compare?

The chart compares Drake & 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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