AMZN AMAZON.COM

Ownership history in WELCH & FORBES LLC  ·  50 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported AMAZON.COM (AMZN) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.57% in 2025 Q4. The latest visible filing shows AMZN at 1.57% 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 WELCH & FORBES LLC's position in AMAZON.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 1.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% 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 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 WELCH & FORBES 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 ADDED 563,166 +13,042 +2.4% 1.57% $130.0M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 550,124 +2,252 +0.4% 1.45% $120.8M 2025-11-04 $249.32
2025 Q2 ADDED 547,872 +15,150 +2.8% 1.50% $120.2M 2025-08-05 $213.75
2025 Q1 ADDED 532,722 +11,255 +2.2% 1.33% $101.4M 2025-05-02 $189.98
2024 Q4 ADDED 521,467 +769 +0.1% 1.47% $114.4M 2025-02-07 $229.15
2024 Q3 ADDED 520,698 +33,034 +6.8% 1.23% $97.0M 2024-11-04 $195.78
2024 Q2 ADDED 487,664 +25,557 +5.5% 1.28% $96.1M 2024-08-02 $167.90
2024 Q1 ADDED 462,107 +13,223 +2.9% 1.14% $83.4M 2024-05-03 $186.21
2023 Q4 ADDED 448,884 +6,170 +1.4% 1.03% $68.2M 2024-02-06 $169.15
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES 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 WELCH & FORBES LLC reported owning AMZN?

WELCH & FORBES LLC reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for AMZN was 1.57% in 2025 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when WELCH & FORBES LLC reported 563,166 shares, equal to 1.57% of portfolio, with an estimated market value of $130.0M.

What does the chart on this AMZN ownership page compare?

The chart compares WELCH & FORBES 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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