AMZN — Amazon.com Inc.

Ownership history in GRIMES & Co WEALTH MANAGEMENT, LLC  ·  41 quarters on record

AI Ownership Summary

GRIMES & Co WEALTH MANAGEMENT, LLC reported Amazon.com Inc. (AMZN) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.9% in 2024 Q4. The latest visible filing shows AMZN at 0.88% 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 GRIMES & Co WEALTH MANAGEMENT, 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 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% 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
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.

AMZN stock page GRIMES & Co WEALTH MANAGEMENT, LLC fund profile GRIMES & Co WEALTH MANAGEMENT, LLC full holdings
How GRIMES & Co WEALTH MANAGEMENT, 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 160,374 +3,180 +2.0% 0.88% $37.0M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 157,194 +10,678 +7.3% 0.85% $34.5M 2025-10-27 $226.97
2025 Q2 ADDED 146,516 +627 +0.4% 0.87% $32.1M 2025-07-22 $227.47
2025 Q1 ADDED 145,889 +4,062 +2.9% 0.86% $27.8M 2025-04-17 $172.61
2024 Q4 ADDED 141,827 +4,308 +3.1% 0.90% $31.1M 2025-01-21 $230.71
2024 Q3 REDUCED 137,519 -4,410 -3.1% 0.69% $25.6M 2024-10-22 $189.70
2024 Q2 ADDED 141,929 +321 +0.2% 0.82% $27.4M 2024-07-22 $182.55
2024 Q1 ADDED 141,608 +3,058 +2.2% 0.79% $25.5M 2024-04-17 $181.28
2023 Q4 REDUCED 138,550 -332 -0.2% 0.70% $21.1M 2024-01-24 $156.87
32 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% Hoffman, Alan N Investment Management 3Y 14.36% PICTET BANK & TRUST Ltd 3Y 7Y 12.31% Viewpoint Capital Management LLC 3Y 12.17% Arkfeld Wealth Strategies, L.L.C. 3Y 11.49% Maestria Partners LLC 11.2% Meadowbrook Wealth Management, LLC 10.2% PKO BP BANKOWY Universal Pension Society JSC 8.89% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 8.74%

FAQ About GRIMES & Co WEALTH MANAGEMENT, 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 GRIMES & Co WEALTH MANAGEMENT, LLC reported owning AMZN?

GRIMES & Co WEALTH MANAGEMENT, LLC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in GRIMES & Co WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for AMZN was 0.90% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when GRIMES & Co WEALTH MANAGEMENT, LLC reported 160,374 shares, equal to 0.88% of portfolio, with an estimated market value of $37.0M.

What does the chart on this AMZN ownership page compare?

The chart compares GRIMES & Co WEALTH MANAGEMENT, 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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