AMZN Amazon Com Inc Com

Ownership history in MCDANIEL TERRY & CO  ·  40 quarters on record

AI Ownership Summary

MCDANIEL TERRY & CO reported Amazon Com Inc Com (AMZN) in 40 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.28% in 2025 Q4. The latest visible filing shows AMZN at 2.28% 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 MCDANIEL TERRY & CO's position in Amazon Com Inc 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
2025 Q4

AMZN was reported at 2.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% 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 Q3 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 MCDANIEL TERRY & CO 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)
2025 Q4 REDUCED 113,347 -6,316 -5.3% 2.28% $26.2M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 119,663 -1,085 -0.9% 2.12% $26.3M 2025-10-22 $217.95
2025 Q2 REDUCED 120,748 -2,479 -2.0% 2.17% $26.5M 2025-07-31 $234.11
2025 Q1 REDUCED 123,227 -852 -0.7% 2.05% $23.4M 2025-04-24 $186.54
2024 Q4 ADDED 124,079 +550 +0.4% 2.23% $27.2M 2025-02-03 $237.42
2024 Q3 ADDED 123,529 +825 +0.7% 1.93% $23.0M 2024-10-23 $184.71
2024 Q2 ADDED 122,704 +4,750 +4.0% 2.07% $23.7M 2024-08-05 $161.02
2024 Q1 ADDED 117,954 +800 +0.7% 1.89% $21.3M 2024-04-29 $180.96
2023 Q4 REDUCED 117,154 -6,822 -5.5% 1.70% $17.8M 2024-01-24 $156.87
2023 Q3 ADDED 123,976 +2,943 +2.4% 1.64% $15.8M 2023-10-23 $126.56
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MCDANIEL TERRY & CO and AMZN

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

How long has MCDANIEL TERRY & CO reported owning AMZN?

MCDANIEL TERRY & CO reported AMZN across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AMZN position in MCDANIEL TERRY & CO's portfolio?

The largest reported portfolio weight for AMZN was 2.28% in 2025 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when MCDANIEL TERRY & CO reported 113,347 shares, equal to 2.28% of portfolio, with an estimated market value of $26.2M.

What does the chart on this AMZN ownership page compare?

The chart compares MCDANIEL TERRY & CO'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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