AMZN — Amazon.com, Inc

Ownership history in Able Wealth Management LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in Amazon.com, Inc (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.31% (2024 Q3)
Avg. % of fund
0.26%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,848 +145 +5.4% 0.24% $625K $219.57
2025 Q2 ADDED 2,703 +654 +31.9% 0.30% $593K $219.39
2025 Q1 ADDED 2,049 +80 +4.1% 0.23% $390K $190.26
2024 Q4 ADDED 1,969 +4 +0.2% 0.28% $432K $219.39
2024 Q3 ADDED 1,965 +312 +18.9% 0.31% $354K $186.33
2023 Q4 INITIATED 1,653 — — 0.23% $251K —
% of Fund (quarterly)    AMZN price (monthly, adj. close)

Other funds also holding AMZN

As of 2025 Q4 — sorted by position size

I.G.Y. Ltd 3Y 44.57% Skye Global Management LP 3Y 7Y 38.22% BRIGHTON JONES LLC 3Y 7Y 34.08% ALTAROCK PARTNERS LP 3Y 7Y 33.1% BSN Capital Partners Ltd 3Y 30.13% Nellore Capital Management LLC 3Y 26.28% Kapitalo Investimentos Ltda 24.95% Spark Investment Management LLC 3Y 7Y 24.81% CRITERIA CAIXA, S.A.U. 22.38% MILLER WEALTH ADVISORS, LLC 3Y 21.5%
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