AMZN β€” AMAZON COM INC COM Com

Ownership history in MEYER HANDELMAN CO  Β·  60 quarters on record

This page tracks every 13F SEC filing in which MEYER HANDELMAN CO reported a position in AMAZON COM INC COM Com (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.51% (2025 Q4)
πŸ“Š Avg. % of fund
0.79%
πŸ“… First filed
2011 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
60

Position Intelligence

MEYER HANDELMAN CO Γ— AMZN AI Analytics

πŸ“ˆ MEYER HANDELMAN CO outperformed the S&P 500 by +12.8% annually on this AMZN position. Timing score: 67% (28/42 decisions correct). Average cost basis: $121.83. Maximum drawdown during holding period: –51.2%.

πŸ“ˆ Position Alpha vs SPY
+12.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.8% per year on this position.
59 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
28 of 42 add/trim decisions correct

πŸ’° Entry Quality
$121.83
+89.5% vs current ($230.82)

Best entry: $8.65 (2011 Q4)  Β·  Worst: $230.82 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–51.2%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
74%
buy-side decisions

32 adds Β· 11 trims. Bought during 13 of 19 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 2.51% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMZN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 347,309 +9,897 +2.9% 2.51% $80.2M $230.82
2025 Q3 ADDED 337,412 +7,685 +2.3% 2.34% $74.1M $219.57
2025 Q2 ADDED 329,727 +2,324 +0.7% 2.39% $72.3M $219.39
2025 Q1 ADDED 327,403 +1,394 +0.4% 2.17% $62.3M $190.26
2024 Q4 REDUCED 326,009 -3,331 -1.0% 2.47% $71.5M $219.39
2024 Q3 ADDED 329,340 +7,345 +2.3% 2.07% $61.4M $186.33
2024 Q2 ADDED 321,995 +2,095 +0.7% 2.19% $62.2M $193.25
2024 Q1 ADDED 319,900 +31,489 +10.9% 2.03% $57.8M $180.38
2023 Q4 REDUCED 288,411 -8,901 -3.0% 1.71% $43.8M $151.94
2023 Q3 ADDED 297,312 +22,078 +8.0% 1.52% $37.8M $127.12
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