AMZN AMAZON.COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  33 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported AMAZON.COM (AMZN) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.38% in 2025 Q4. The latest visible filing shows AMZN at 1.31% 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. 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 LVM CAPITAL MANAGEMENT LTD/MI's position in AMAZON.COM, 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
2026 Q1

AMZN was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% 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
2023 Q4 to 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 66,851 +2,348 +3.6% 1.31% $13.9M 2026-05-15 (Est.) $238.38
2025 Q4 ADDED 64,503 +59,010 +1074.3% 1.38% $14.9M 2026-01-12 $246.47
2025 Q3 REDUCED 5,493 -20 -0.4% 0.12% $1.2M 2025-10-09 $227.74
2025 Q2 REDUCED 5,513 -160 -2.8% 0.13% $1.2M 2025-07-02 $219.92
2025 Q1 REDUCED 5,673 -103 -1.8% 0.12% $1.1M 2025-04-08 $170.66
2024 Q4 ADDED 5,776 +813 +16.4% 0.14% $1.3M 2025-01-10 $218.94
2024 Q3 UNCHANGED 4,963 0% 0.11% $959K 2024-10-03 $181.96
2024 Q2 REDUCED 4,963 -200 -3.9% 0.11% $959K 2024-07-16 $193.02
2024 Q1 ADDED 5,163 +223 +4.5% 0.11% $931K 2024-04-15 $183.62
2023 Q4 UNCHANGED 4,940 0% 0.10% $751K 2024-01-12 $154.62
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and AMZN

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning AMZN?

LVM CAPITAL MANAGEMENT LTD/MI reported AMZN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMZN position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for AMZN was 1.38% in 2025 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 66,851 shares, equal to 1.31% of portfolio, with an estimated market value of $13.9M.

What does the chart on this AMZN ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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