Stephenson & Company, Inc. AMZN AMAZON COM INC

Ownership history in Stephenson & Company, Inc.  ·  4 quarters on record

AI Ownership Summary

Stephenson & Company, Inc. reported AMAZON COM INC (AMZN) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows AMZN at 0.13% 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 Stephenson & Company, 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
2026 Q1

AMZN was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2025 Q2 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.

How Stephenson & Company, 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,127 +73 +6.9% 0.13% $235K 2026-05-12 $265.82
2025 Q4 ADDED 1,054 +107 +11.3% 0.13% $243K 2026-01-27 $244.68
2025 Q3 UNCHANGED 947 0% 0.12% $208K 2025-10-21 $222.03
2025 Q2 INITIATED 947 0.13% $208K 2025-08-08 $222.69

FAQ About Stephenson & Company, 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 Stephenson & Company, Inc. reported owning AMZN?

Stephenson & Company, Inc. reported AMZN across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported AMZN position in Stephenson & Company, Inc.'s portfolio?

The largest reported portfolio weight for AMZN was 0.13% in 2025 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2026 Q1, when Stephenson & Company, Inc. reported 1,127 shares, equal to 0.13% of portfolio, with an estimated market value of $235K.

What does the chart on this AMZN ownership page compare?

The chart compares Stephenson & Company, 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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