AMZN AMAZON COM INC COM COM

Ownership history in MIDDLETON & CO INC/MA  ·  63 quarters on record

AI Ownership Summary

MIDDLETON & CO INC/MA reported AMAZON COM INC COM COM (AMZN) in 63 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.41% in 2024 Q4. The latest visible filing shows AMZN at 6.05% 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 MIDDLETON & CO INC/MA's position in AMAZON COM INC COM 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 6.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.41% in 2024 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 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 MIDDLETON & CO INC/MA held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 246,702 -273 -0.1% 6.05% $56.9M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 246,975 -6,069 -2.4% 5.86% $54.2M 2025-10-29 $230.30
2025 Q2 REDUCED 253,044 -5,745 -2.2% 6.24% $55.5M 2025-08-06 $222.31
2025 Q1 REDUCED 258,789 -5,534 -2.1% 5.75% $49.2M 2025-05-09 $193.06
2024 Q4 REDUCED 264,323 -3,347 -1.3% 6.41% $58.0M 2025-02-05 $236.17
2024 Q3 REDUCED 267,670 -1,101 -0.4% 5.51% $49.9M 2024-10-23 $184.71
2024 Q2 REDUCED 268,771 -8,200 -3.0% 6.03% $51.9M 2024-08-12 $166.80
2024 Q1 REDUCED 276,971 -8,858 -3.1% 5.76% $50.0M 2024-05-14 $187.07
2023 Q4 REDUCED 285,829 -3,204 -1.1% 5.42% $43.4M 2024-02-13 $168.64
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MIDDLETON & CO INC/MA and AMZN

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

How long has MIDDLETON & CO INC/MA reported owning AMZN?

MIDDLETON & CO INC/MA reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in MIDDLETON & CO INC/MA's portfolio?

The largest reported portfolio weight for AMZN was 6.41% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when MIDDLETON & CO INC/MA reported 246,702 shares, equal to 6.05% of portfolio, with an estimated market value of $56.9M.

What does the chart on this AMZN ownership page compare?

The chart compares MIDDLETON & CO INC/MA'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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