AMZN AMAZON COM INC

Ownership history in M.D. Sass, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which M.D. Sass, LLC reported a position in AMAZON COM INC (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.

Peak position
4.18% (2020 Q1)
Avg. % of fund
1.21%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 167,474 +126,900 +312.8% 3.05% $38.7M $230.82
2025 Q3 REDUCED 40,574 -1,445 -3.4% 0.73% $8.9M $219.57
2025 Q2 ADDED 42,019 +5,258 +14.3% 0.74% $9.2M $219.39
2025 Q1 REDUCED 36,761 -6,404 -14.8% 0.62% $7.0M $190.26
2024 Q4 UNCHANGED 43,165 0% 0.71% $9.5M $219.39
2024 Q3 ADDED 43,165 +2,000 +4.9% 0.60% $8.0M $186.33
2024 Q2 ADDED 41,165 +1,000 +2.5% 0.57% $8.0M $193.25
2024 Q1 ADDED 40,165 +1,100 +2.8% 0.82% $7.2M $180.38
2023 Q4 UNCHANGED 39,065 0% 0.71% $5.9M $151.94
2023 Q3 ADDED 39,065 +3,600 +10.2% 0.67% $5.0M $127.12
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)
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