AMZN AMAZON COM INC

Ownership history in L.M. KOHN & COMPANY  ·  15 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported AMAZON COM INC (AMZN) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 5.05% in 2024 Q4. The latest visible filing shows AMZN at 3.50% 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 L.M. KOHN & COMPANY'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 Q3

AMZN was reported at 3.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.05% 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 Q3

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 L.M. KOHN & COMPANY held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 13,244 -64,592 -83.0% 3.50% $2.9M 2025-11-14 (Est.) $234.69
2025 Q2 REDUCED 77,836 -8,309 -9.6% 4.60% $17.1M 2025-08-04 $211.65
2025 Q1 REDUCED 86,145 -2,858 -3.2% 4.28% $16.4M 2025-04-21 $167.32
2024 Q4 ADDED 89,003 +656 +0.7% 5.05% $19.5M 2025-01-30 $234.64
2024 Q3 REDUCED 88,347 -2,199 -2.4% 4.17% $16.5M 2024-11-14 $211.48
2024 Q2 REDUCED 90,546 -587 -0.6% 4.74% $17.5M 2024-07-31 $186.98
2024 Q1 ADDED 91,133 +48 +0.1% 4.62% $16.4M 2024-04-25 $173.67
2023 Q4 ADDED 91,085 +3,415 +3.9% 4.42% $13.8M 2024-02-09 $174.45
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY and AMZN

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

How long has L.M. KOHN & COMPANY reported owning AMZN?

L.M. KOHN & COMPANY reported AMZN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AMZN position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for AMZN was 5.05% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q3, when L.M. KOHN & COMPANY reported 13,244 shares, equal to 3.50% of portfolio, with an estimated market value of $2.9M.

What does the chart on this AMZN ownership page compare?

The chart compares L.M. KOHN & COMPANY'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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