AMZN AMAZON COM INC

Ownership history in O'ROURKE & COMPANY, Inc  ·  17 quarters on record

AI Ownership Summary

O'ROURKE & COMPANY, Inc reported AMAZON COM INC (AMZN) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.86% in 2024 Q2. The latest visible filing shows AMZN at 1.55% 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 O'ROURKE & COMPANY, 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 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.86% 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.

How O'ROURKE & COMPANY, 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 17,304 +185 +1.1% 1.55% $4.0M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 17,119 +1,288 +8.1% 1.57% $3.8M 2025-10-22 $217.95
2025 Q2 REDUCED 15,831 -334 -2.1% 1.62% $3.5M 2025-07-18 $226.13
2025 Q1 ADDED 16,165 +78 +0.5% 1.53% $3.1M 2025-05-08 $192.08
2024 Q4 REDUCED 16,087 -911 -5.4% 1.73% $3.5M 2025-02-13 $230.37
2024 Q3 REDUCED 16,998 -66 -0.4% 1.59% $3.2M 2024-10-28 $188.39
2024 Q2 ADDED 17,064 +24 +0.1% 1.86% $3.3M 2024-07-18 $183.75
2024 Q1 ADDED 17,040 +174 +1.0% 1.78% $3.1M 2024-04-18 $179.22
2023 Q4 ADDED 16,866 +388 +2.4% 1.65% $2.6M 2024-01-24 $156.87
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About O'ROURKE & COMPANY, 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 O'ROURKE & COMPANY, Inc reported owning AMZN?

O'ROURKE & COMPANY, Inc reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in O'ROURKE & COMPANY, Inc's portfolio?

The largest reported portfolio weight for AMZN was 1.86% in 2024 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when O'ROURKE & COMPANY, Inc reported 17,304 shares, equal to 1.55% of portfolio, with an estimated market value of $4.0M.

What does the chart on this AMZN ownership page compare?

The chart compares O'ROURKE & COMPANY, 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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