AMZN — AMAZON COM INC COM COM

Ownership history in WINDWARD CAPITAL MANAGEMENT CO /CA  ·  69 quarters on record

AI Ownership Summary

WINDWARD CAPITAL MANAGEMENT CO /CA reported AMAZON COM INC COM COM (AMZN) in 69 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.29% in 2025 Q2. The latest visible filing shows AMZN at 6.86% 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 WINDWARD CAPITAL MANAGEMENT CO /CA's position in AMAZON COM INC COM 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 6.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.29% in 2025 Q2

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.

AMZN stock page WINDWARD CAPITAL MANAGEMENT CO /CA fund profile WINDWARD CAPITAL MANAGEMENT CO /CA full holdings
How WINDWARD CAPITAL MANAGEMENT CO /CA 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 375,131 -12,762 -3.3% 6.86% $86.6M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 387,893 -3,781 -1.0% 6.79% $85.2M 2025-10-30 $222.86
2025 Q2 REDUCED 391,674 -2,838 -0.7% 7.29% $85.9M 2025-08-12 $221.47
2025 Q1 REDUCED 394,512 -23,657 -5.7% 6.47% $75.1M 2025-05-13 $211.37
2024 Q4 REDUCED 418,169 -6,410 -1.5% 7.01% $91.7M 2025-01-27 $235.42
2024 Q3 ADDED 424,579 +14,593 +3.6% 6.04% $79.1M 2024-11-01 $197.93
2024 Q2 REDUCED 409,986 -12,152 -2.9% 6.67% $79.2M 2024-08-06 $161.93
2024 Q1 REDUCED 422,138 -5,496 -1.3% 6.36% $76.1M 2024-05-07 $188.76
2023 Q4 REDUCED 427,634 -1,273 -0.3% 5.56% $65.0M 2024-01-16 $153.16
60 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

Adelphi Trust Co 2.64% Vigilare Wealth Management 3Y 1.98% NEVILLE RODIE & SHAW INC 3Y 7Y 1.84% Signature Wealth Management Group 3Y 7Y 1.67% DWR WEALTH MANAGEMENT, LLC 1.63% Financial Insights, Inc. 3Y 7Y 1.04% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.76% BEACON FINANCIAL GROUP 3Y 7Y 0.73% BURKETT FINANCIAL SERVICES, LLC 0.36% Bangor Savings Bank 3Y 7Y 0.33%

FAQ About WINDWARD CAPITAL MANAGEMENT CO /CA and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has WINDWARD CAPITAL MANAGEMENT CO /CA reported owning AMZN?

WINDWARD CAPITAL MANAGEMENT CO /CA reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in WINDWARD CAPITAL MANAGEMENT CO /CA's portfolio?

The largest reported portfolio weight for AMZN was 7.29% in 2025 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when WINDWARD CAPITAL MANAGEMENT CO /CA reported 375,131 shares, equal to 6.86% of portfolio, with an estimated market value of $86.6M.

What does the chart on this AMZN ownership page compare?

The chart compares WINDWARD CAPITAL MANAGEMENT CO /CA'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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