AMZN — AMAZON COM INC

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  43 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported AMAZON COM INC (AMZN) in 43 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.54% in 2024 Q2. The latest visible filing shows AMZN at 1.24% 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 MITCHELL MCLEOD PUGH & WILLIAMS INC's position in AMAZON COM INC, 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 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2024 Q2

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.

AMZN stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC 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 ADDED 41,394 +6,866 +19.9% 1.24% $8.7M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 34,528 -351 -1.0% 1.27% $7.9M 2025-10-30 $222.86
2025 Q2 ADDED 34,879 +293 +0.8% 1.43% $7.7M 2025-07-28 $232.79
2025 Q1 ADDED 34,586 +1,257 +3.8% 1.36% $6.6M 2025-05-01 $190.20
2024 Q4 REDUCED 33,329 -2,237 -6.3% 1.53% $7.3M 2025-01-16 $220.66
2024 Q3 ADDED 35,566 +568 +1.6% 1.38% $6.6M 2024-11-04 $195.78
2024 Q2 ADDED 34,998 +401 +1.2% 1.54% $6.8M 2024-07-31 $186.98
2024 Q1 REDUCED 34,597 -163 -0.5% 1.50% $6.2M 2024-05-01 $179.00
2023 Q4 ADDED 34,760 +1,365 +4.1% 1.40% $5.3M 2024-02-05 $170.31
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMZN

As of 2026 Q1 — sorted by position size

Ahara Advisors LLC 4.58% McAlister, Sweet & Associates, Inc. 3Y 3.74% Coastline Trust Co 3Y 7Y 3.12% Byrne Asset Management LLC 3Y 2.97% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 2.88% Adelphi Trust Co 2.64% ADIRONDACK TRUST CO 3Y 7Y 2.6% Vigilare Wealth Management 3Y 1.98% NEVILLE RODIE & SHAW INC 3Y 7Y 1.84% First County Bank /CT/ 1.68%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS INC and AMZN

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

How long has MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning AMZN?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for AMZN was 1.54% in 2024 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 41,394 shares, equal to 1.24% of portfolio, with an estimated market value of $8.7M.

What does the chart on this AMZN ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS INC'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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