S&CO INC AMZN — AMAZON.COM INC COM

Ownership history in S&CO INC  ·  37 quarters on record

AI Ownership Summary

S&CO INC reported AMAZON.COM INC COM (AMZN) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.73% in 2025 Q4. The latest visible filing shows AMZN at 2.55% 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 S&CO INC's position in AMAZON.COM INC COM, 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
2026 Q1

AMZN was reported at 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.73% in 2025 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 2026 Q1

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 S&CO INC fund profile S&CO INC full holdings
How S&CO INC held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 197,153 +6,580 +3.5% 2.55% $41K 2026-05-07 $271.17
2025 Q4 ADDED — — — 190,573 +1,484 +0.8% 2.73% $44.0M 2026-02-05 $222.69
2025 Q3 ADDED — — — 189,089 +16,661 +9.7% 2.54% $41.5M 2025-11-06 $243.04
2025 Q2 ADDED — — — 172,428 +9,685 +6.0% 2.43% $37.8M 2025-08-07 $223.13
2025 Q1 ADDED — — — 162,743 +9,256 +6.0% 2.08% $31.0M 2025-05-08 $192.08
2024 Q4 ADDED — — — 153,487 +4,249 +2.8% 2.29% $33.7M 2025-02-07 $229.15
2024 Q3 ADDED — — — 149,238 +14,622 +10.9% 1.82% $27.8M 2024-11-07 $210.05
2024 Q2 ADDED — — — 134,616 +58,466 +76.8% 1.81% $26.0M 2024-08-08 $165.80
2024 Q1 ADDED — — — 76,150 +8,523 +12.6% 0.97% $13.7M 2024-05-09 $189.50
2023 Q4 ADDED — — — 67,627 +2,600 +4.0% 0.79% $10.3M 2024-02-12 $172.34
27 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

BRIGHTON JONES LLC 3Y 7Y 36.28% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 23.82% Worth Financial Advisory Group, LLC 3Y 22.75% MILLER WEALTH ADVISORS, LLC 3Y 19.92% Milestone Resources Group Ltd 3Y 7Y 19.39% HOEY INVESTMENTS, INC 3Y 18.2% General Pension Society PZU Joint Stock Co 16.1% Luma Capital S.A. - SPF 15.78% SANDER CAPITAL ADVISORS INC 3Y 7Y 15.48% Draper Asset Management, LLC 3Y 14.47%

FAQ About S&CO 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 S&CO INC reported owning AMZN?

S&CO INC reported AMZN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMZN position in S&CO INC's portfolio?

The largest reported portfolio weight for AMZN was 2.73% in 2025 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2026 Q1, when S&CO INC reported 197,153 shares, equal to 2.55% of portfolio, with an estimated market value of $41K.

What does the chart on this AMZN ownership page compare?

The chart compares S&CO 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.

How well did S&CO INC time their AMZN position?

Based on 13F filing dates vs. subsequent AMZN price moves, S&CO INC correctly timed 20 out of 28 reported position changes (71%). The annualised alpha on AMZN relative to SPY over the holding period was +5.9%.

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