AMZN β€” AMAZON COM INC

Ownership history in Geller Advisors LLC  Β·  28 quarters on record

AI Ownership Summary

Geller Advisors LLC reported AMAZON COM INC (AMZN) in 28 quarterly 13F filings from 2023 Q3 through 2024 Q4. Peak portfolio weight reached 0.43% in 2024 Q1. The latest visible filing shows AMZN at 0.40% 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 Geller Advisors 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
2024 Q4

AMZN was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 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 Geller Advisors LLC 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)
2024 Q4 REDUCED 27,621 -1,023 -3.6% 0.40% $6.1M 2025-02-14 (Est.) $228.68
2024 Q3 ADDED 28,644 +879 +3.2% 0.37% $5.3M 2024-11-15 $202.61
2024 Q2 REDUCED 27,765 -1,964 -6.6% 0.40% $5.4M 2024-08-13 $170.23
2024 Q1 ADDED 29,729 +4,734 +18.9% 0.43% $5.4M 2024-05-14 $187.07
2023 Q4 ADDED 24,995 +116 +0.5% 0.37% $3.8M 2024-02-14 $170.98
2023 Q3 ADDED 24,879 +120 +0.5% 0.37% $3.2M 2023-11-13 $142.59
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Geller Advisors 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 Geller Advisors LLC reported owning AMZN?

Geller Advisors LLC reported AMZN across 6 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

What was the largest reported AMZN position in Geller Advisors LLC's portfolio?

The largest reported portfolio weight for AMZN was 0.43% in 2024 Q1.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2024 Q4, when Geller Advisors LLC reported 27,621 shares, equal to 0.40% of portfolio, with an estimated market value of $6.1M.

What does the chart on this AMZN ownership page compare?

The chart compares Geller Advisors 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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