Windsor Advisory Group, LLC AMZN β€” AMAZON COM INC

Ownership history in Windsor Advisory Group, LLC  Β·  4 quarters on record

AI Ownership Summary

Windsor Advisory Group, LLC reported AMAZON COM INC (AMZN) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.55% in 2024 Q2. The latest visible filing shows AMZN at 0.25% 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 Windsor Advisory Group, LLC'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 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 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.

AMZN stock page Windsor Advisory Group, LLC fund profile Windsor Advisory Group, LLC full holdings
How Windsor Advisory Group, LLC held AMZN β€” position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 1,208 +33 +2.8% 0.25% $279K 2026-02-14 (Est.) $198.79
2024 Q3 REDUCED 17.3% +18.8% ❌ 1,175 -245 -17.3% 0.25% $219K 2024-11-14 $211.48
2024 Q2 REDUCED 25.5% -3.6% βœ… 1,420 -486 -25.5% 0.55% $275K 2024-08-14 $170.10
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AMZN

As of 2026 Q1 β€” 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% 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% Hoffman, Alan N Investment Management 3Y 14.36%

FAQ About Windsor Advisory Group, 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 Windsor Advisory Group, LLC reported owning AMZN?

Windsor Advisory Group, LLC reported AMZN across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AMZN position in Windsor Advisory Group, LLC's portfolio?

The largest reported portfolio weight for AMZN was 0.55% in 2024 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Windsor Advisory Group, LLC reported 1,208 shares, equal to 0.25% of portfolio, with an estimated market value of $279K.

What does the chart on this AMZN ownership page compare?

The chart compares Windsor Advisory Group, 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.

How well did Windsor Advisory Group, LLC time their AMZN position?

Based on 13F filing dates vs. subsequent AMZN price moves, Windsor Advisory Group, LLC correctly timed 2 out of 3 reported position changes (67%).

← Back to Windsor Advisory Group, LLC Holdings