AMZN β€” Amazon Com Inc

Ownership history in Richard C. Young & CO., LTD.  Β·  9 quarters on record

AI Ownership Summary

Richard C. Young & CO., LTD. reported Amazon Com Inc (AMZN) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.11% in 2024 Q4. The latest visible filing shows AMZN at 2.06% 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 Richard C. Young & CO., LTD.'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 2.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% 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
2024 Q1 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 Richard C. Young & CO., LTD. held AMZN β€” position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 99,802 +4,533 +4.8% 2.06% $23.0M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 95,269 +2,973 +3.2% 1.94% $20.9M 2025-11-12 $244.20
2025 Q2 ADDED 92,296 +2,537 +2.8% 2.00% $20.2M 2025-08-07 $223.13
2025 Q1 ADDED 89,759 +1,412 +1.6% 1.83% $17.1M 2025-05-02 $189.98
2024 Q4 ADDED 88,347 +601 +0.7% 2.11% $19.4M 2025-01-28 $238.15
2024 Q3 ADDED 87,746 +2,052 +2.4% 1.79% $16.3M 2024-11-07 $210.05
2024 Q2 REDUCED 85,694 -9 -0.0% 2.01% $16.6M 2024-08-08 $165.80
2024 Q1 ADDED 85,703 +83,383 +3594.1% 1.94% $15.5M 2024-05-08 $188.00
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Richard C. Young & CO., LTD. and AMZN

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

How long has Richard C. Young & CO., LTD. reported owning AMZN?

Richard C. Young & CO., LTD. reported AMZN across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AMZN position in Richard C. Young & CO., LTD.'s portfolio?

The largest reported portfolio weight for AMZN was 2.11% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Richard C. Young & CO., LTD. reported 99,802 shares, equal to 2.06% of portfolio, with an estimated market value of $23.0M.

What does the chart on this AMZN ownership page compare?

The chart compares Richard C. Young & CO., LTD.'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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