AMZN β€” AMAZON COM INC

Ownership history in Harold Davidson & Associates Inc.  Β·  4 quarters on record

AI Ownership Summary

Harold Davidson & Associates Inc. reported AMAZON COM INC (AMZN) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.31% in 2025 Q4. The latest visible filing shows AMZN at 2.31% 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.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harold Davidson & Associates Inc.'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 2.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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 Harold Davidson & Associates Inc. held AMZN β€” position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,579 +38 +0.2% 2.31% $5.2M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 22,541 +7,599 +50.9% 2.25% $4.9M 2025-11-07 $244.41
2025 Q2 REDUCED 14,942 -7,171 -32.4% 2.12% $3.3M 2025-08-11 $221.30
2025 Q1 INITIATED 22,113 β€” β€” 2.30% $4.2M 2025-06-04 $207.23

FAQ About Harold Davidson & Associates Inc. and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harold Davidson & Associates Inc. reported owning AMZN?

Harold Davidson & Associates Inc. reported AMZN across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported AMZN position in Harold Davidson & Associates Inc.'s portfolio?

The largest reported portfolio weight for AMZN was 2.31% in 2025 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Harold Davidson & Associates Inc. reported 22,579 shares, equal to 2.31% of portfolio, with an estimated market value of $5.2M.

What does the chart on this AMZN ownership page compare?

The chart compares Harold Davidson & Associates Inc.'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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