AMZN β€” AMAZON COM INC COM

Ownership history in Gruss & Co., LLC  Β·  57 quarters on record

This page tracks every 13F SEC filing in which Gruss & Co., LLC reported a position in AMAZON COM INC COM (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
19.57% (2018 Q2)
πŸ“Š Avg. % of fund
6.75%
πŸ“… First filed
2005 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
57

Position Intelligence

Gruss & Co., LLC Γ— AMZN AI Analytics

πŸ“ˆ Gruss & Co., LLC outperformed the S&P 500 by +12.0% annually on this AMZN position. Timing score: 35% (14/40 decisions correct). Average cost basis: $15.29. Maximum drawdown during holding period: –40.0%.

πŸ“ˆ Position Alpha vs SPY
+12.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.0% per year on this position.
11 quarters analyzed

⏱️ Timing Score
35%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
14 of 40 add/trim decisions correct

πŸ’° Entry Quality
$15.29
+1409.6% vs current ($230.82)

Best entry: $1.65 (2005 Q2)  Β·  Worst: $230.82 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–40.0%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
51%
buy-side decisions

21 adds Β· 20 trims. Bought during 9 of 19 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.6% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMZN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,000 +6,500 +100.0% 6.60% $3.0M $230.82
2025 Q3 REDUCED 6,500 -3,000 -31.6% 3.72% $1.4M $219.57
2025 Q2 ADDED 9,500 +2,500 +35.7% 9.74% $2.1M $219.39
2025 Q1 REDUCED 7,000 -1,500 -17.6% 5.81% $1.3M $190.26
2024 Q4 ADDED 8,500 +7,000 +466.7% 7.96% $1.9M $219.39
2024 Q3 REDUCED 1,500 -3,500 -70.0% 2.21% $279K $186.33
2024 Q2 ADDED 5,000 +1,000 +25.0% 5.24% $966K $193.25
2024 Q1 REDUCED 4,000 -500 -11.1% 3.98% $722K $180.38
2023 Q4 ADDED 4,500 +2,400 +114.3% 5.29% $684K $151.94
2023 Q3 REDUCED 2,100 -4,900 -70.0% 2.26% $267K $127.12
47 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to Gruss & Co., LLC Holdings