Ownership history in Lumbard & Kellner, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Lumbard & Kellner, 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 28,207 | -208 | -0.7% | 2.28% | $6.5M | $230.82 |
| 2025 Q3 | ADDED | 28,415 | +44 | +0.2% | 2.29% | $6.2M | $219.57 |
| 2025 Q2 | REDUCED | 28,371 | -226 | -0.8% | 2.71% | $6.2M | $219.39 |
| 2025 Q1 | ADDED | 28,597 | +27,362 | +2215.5% | 2.40% | $5.4M | $190.26 |
| 2024 Q4 | UNCHANGED | 1,235 | — | 0% | 0.12% | $271K | $219.39 |
| 2024 Q3 | UNCHANGED | 1,235 | — | 0% | 0.10% | $230K | $186.33 |
| 2024 Q2 | INITIATED | 1,235 | — | — | 0.11% | $239K | — |
As of 2025 Q4 — sorted by position size