AMZN β€” AMAZON.COM INC

Ownership history in Putney Financial Group LLC  Β·  5 quarters on record

AI Ownership Summary

Putney Financial Group LLC reported AMAZON.COM INC (AMZN) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 8.15% in 2025 Q2. The latest visible filing shows AMZN at 7.50% 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 Putney Financial Group LLC'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 7.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.15% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 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 Putney Financial Group LLC held AMZN β€” position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 34,770 -813 -2.3% 7.50% $8.0M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 35,583 -1,360 -3.7% 7.75% $7.8M 2025-11-07 $244.41
2025 Q2 REDUCED 36,943 -2,984 -7.5% 8.15% $8.1M 2025-08-04 $211.65
2025 Q1 REDUCED 39,927 -930 -2.3% 7.99% $7.6M 2025-04-22 $173.18
2024 Q4 INITIATED 40,857 β€” β€” 7.98% $9.0M 2025-02-21 $216.58

FAQ About Putney Financial Group LLC and AMZN

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

How long has Putney Financial Group LLC reported owning AMZN?

Putney Financial Group LLC reported AMZN across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AMZN position in Putney Financial Group LLC's portfolio?

The largest reported portfolio weight for AMZN was 8.15% in 2025 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Putney Financial Group LLC reported 34,770 shares, equal to 7.50% of portfolio, with an estimated market value of $8.0M.

What does the chart on this AMZN ownership page compare?

The chart compares Putney Financial Group LLC'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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