AMZN AMAZON COM INC COM

Ownership history in Sloy Dahl & Holst, LLC  ·  25 quarters on record

AI Ownership Summary

Sloy Dahl & Holst, LLC reported AMAZON COM INC COM (AMZN) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.74% in 2024 Q1. The latest visible filing shows AMZN at 0.99% 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 Sloy Dahl & Holst, LLC'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
2025 Q4

AMZN was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2024 Q1

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 Sloy Dahl & Holst, LLC 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 REDUCED 35,876 -1,819 -4.8% 0.99% $8.3M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 37,695 +1,088 +3.0% 0.88% $8.3M 2025-10-14 $216.39
2025 Q2 REDUCED 36,607 -90 -0.2% 1.12% $8.0M 2025-07-30 $230.19
2025 Q1 REDUCED 36,697 -1,050 -2.8% 1.22% $7.0M 2025-05-12 $208.64
2024 Q4 REDUCED 37,747 -2,090 -5.2% 1.05% $8.3M 2025-01-27 $235.42
2024 Q3 REDUCED 39,837 -104 -0.3% 1.27% $7.4M 2024-10-17 $187.53
2024 Q2 REDUCED 39,941 -818 -2.0% 1.62% $7.7M 2024-07-22 $182.55
2024 Q1 ADDED 40,759 +156 +0.4% 1.74% $7.4M 2024-04-19 $174.63
2023 Q4 REDUCED 40,603 -51,429 -55.9% 1.27% $6.2M 2024-01-30 $159.00
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sloy Dahl & Holst, 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 Sloy Dahl & Holst, LLC reported owning AMZN?

Sloy Dahl & Holst, LLC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in Sloy Dahl & Holst, LLC's portfolio?

The largest reported portfolio weight for AMZN was 1.74% in 2024 Q1.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Sloy Dahl & Holst, LLC reported 35,876 shares, equal to 0.99% of portfolio, with an estimated market value of $8.3M.

What does the chart on this AMZN ownership page compare?

The chart compares Sloy Dahl & Holst, 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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