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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMZN overviewAll 13F holders of AMZNFull Q2 2026 holdings

Shares (Q2 2026)
132,898
Value
$31.7M
% of portfolio
2.6%
Quarters held
22
Since Q1 2021
Holdings of AMZN by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026132,898$31.7M2.6%−2,247−1.7%ReducedHolders
Q1 2026135,145$28.1M2.5%+2,195+1.7%AddedHolders
Q4 2025132,950$30.7M2.7%+260.0%AddedHolders
Q3 2025132,924$29.2M2.7%−916−0.7%ReducedHolders
Q2 2025133,840$29.4M2.9%+483+0.4%AddedHolders
Q1 2025133,357$25.4M2.7%−135−0.1%ReducedHolders
Q4 2024133,492$29.3M3.1%−3,023−2.2%ReducedHolders
Q3 2024136,515$25.4M2.7%−2,722−2.0%ReducedHolders
Q2 2024139,237$26.9M3.0%+1,776+1.3%AddedHolders
Q1 2024137,461$24.8M2.9%−1,353−1.0%ReducedHolders
Q4 2023138,814$21.1M2.7%−2,636−1.9%ReducedHolders
Q3 2023141,450$18.0M2.5%−220−0.2%ReducedHolders
Q2 2023141,670$18.5M2.4%−1,242−0.9%ReducedHolders
Q1 2023142,912$14.8M2.0%+460+0.3%AddedHolders
Q4 2022142,452$12.0M1.7%−2,225−1.5%ReducedHolders
Q3 2022144,677$16.3M2.4%−94−0.1%ReducedHolders
Q2 2022144,771$15.4M2.1%−3,349−2.3%ReducedConverted for a 20-for-1 splitHolders
Q1 20227,406$24.1M2.9%+29+0.4%AddedHolders
Q4 20217,377$24.6M2.8%+8+0.1%AddedHolders
Q3 20217,369$24.2M3.1%+156+2.2%AddedHolders
Q2 20217,213$24.8M3.2%−207−2.8%ReducedHolders
Q1 20217,420$23.0M3.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.