AMZN β€” AMAZON COM INC

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  Β·  9 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported AMAZON COM INC (AMZN) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.95% in 2024 Q4. The latest visible filing shows AMZN at 1.81% 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.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATRICK M SWEENEY & ASSOCIATES, 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 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% 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 PATRICK M SWEENEY & ASSOCIATES, INC held AMZN β€” position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,531 +230 +1.9% 1.81% $2.9M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 12,301 +150 +1.2% 1.75% $2.7M 2025-11-12 $244.20
2025 Q2 ADDED 12,151 +243 +2.0% 1.87% $2.7M 2025-08-13 $224.56
2025 Q1 ADDED 11,908 +35 +0.3% 1.69% $2.3M 2025-04-14 $182.12
2024 Q4 ADDED 11,873 +37 +0.3% 1.95% $2.6M 2025-01-22 $235.01
2024 Q3 ADDED 11,836 +681 +6.1% 1.62% $2.2M 2024-10-22 $189.70
2024 Q2 ADDED 11,155 +52 +0.5% 1.74% $2.1M 2024-07-17 $187.93
2024 Q1 ADDED 11,103 +237 +2.2% 1.65% $2.0M 2024-04-25 $173.67
2023 Q4 INITIATED 10,866 β€” β€” 1.51% $1.7M 2024-02-06 $169.15

FAQ About PATRICK M SWEENEY & ASSOCIATES, 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 PATRICK M SWEENEY & ASSOCIATES, INC reported owning AMZN?

PATRICK M SWEENEY & ASSOCIATES, INC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for AMZN was 1.95% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when PATRICK M SWEENEY & ASSOCIATES, INC reported 12,531 shares, equal to 1.81% of portfolio, with an estimated market value of $2.9M.

What does the chart on this AMZN ownership page compare?

The chart compares PATRICK M SWEENEY & ASSOCIATES, 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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