AMZN AMAZON COM INC

Ownership history in Joel Isaacson & Co., LLC  ·  49 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported AMAZON COM INC (AMZN) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.57% in 2024 Q4. The latest visible filing shows AMZN at 1.39% 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 Joel Isaacson & Co., 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 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% 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.

How Joel Isaacson & Co., 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 182,952 -1,024 -0.6% 1.39% $42.2M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 183,976 +14,679 +8.7% 1.46% $40.4M 2025-10-30 $222.86
2025 Q2 ADDED 169,297 +4,799 +2.9% 1.51% $37.1M 2025-07-23 $228.29
2025 Q1 ADDED 164,498 +6,042 +3.8% 1.42% $31.3M 2025-04-25 $188.99
2024 Q4 ADDED 158,456 +732 +0.5% 1.57% $34.8M 2025-01-28 $238.15
2024 Q3 ADDED 157,724 +5,948 +3.9% 1.40% $29.4M 2024-10-23 $184.71
2024 Q2 REDUCED 151,776 -3,338 -2.2% 1.54% $29.3M 2024-07-24 $180.83
2024 Q1 ADDED 155,114 +47,049 +43.5% 1.53% $28.0M 2024-04-30 $175.00
2023 Q4 ADDED 108,065 +1,220 +1.1% 1.01% $16.4M 2024-01-25 $157.75
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Joel Isaacson & Co., 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 Joel Isaacson & Co., LLC reported owning AMZN?

Joel Isaacson & Co., LLC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in Joel Isaacson & Co., LLC's portfolio?

The largest reported portfolio weight for AMZN was 1.57% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Joel Isaacson & Co., LLC reported 182,952 shares, equal to 1.39% of portfolio, with an estimated market value of $42.2M.

What does the chart on this AMZN ownership page compare?

The chart compares Joel Isaacson & Co., 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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