MONTAG & CALDWELL, LLC: AMZN position timeline

MONTAG & CALDWELL, LLC held 79,260 AMZN shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 79,260 shares

   Change vs previous 13F -36,723 shares

   3.81% of the 13F portfolio, value $17,388,851.

   13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 115,983 shares

   Change vs previous 13F -5,437 shares

   5.12% of the 13F portfolio, value $22,066,926.

   13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 121,420 shares

   Change vs previous 13F -11,020 shares

   5.68% of the 13F portfolio, value $26,638,334.

   13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 132,440 shares

   Change vs previous 13F -5,887 shares

   5.01% of the 13F portfolio, value $24,677,544.

   13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 138,327 shares

   Change vs previous 13F -38,544 shares

   5.4% of the 13F portfolio, value $26,731,693.

   13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-03-31

   13F 176,871 shares

   Change vs previous 13F -4,621 shares

   5.5% of the 13F portfolio, value $31,903,991.

   13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-12-31

   13F 181,492 shares

   Change vs previous 13F -63,574 shares

   4.81% of the 13F portfolio, value $27,575,894.

   13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-09-30

   13F 245,066 shares

   Change vs previous 13F not available

   4% of the 13F portfolio, value $31,152,790.

   13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
   Filed 2023-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).