AMZN AMAZON COM INC COM

Ownership history in Accel Wealth Management  ·  21 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in AMAZON COM INC COM (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
2.69% (2024 Q4)
Avg. % of fund
1.96%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 31,518 +318 +1.0% 1.99% $7.3M $230.82
2025 Q3 REDUCED 31,200 -1,847 -5.6% 1.99% $6.9M $219.57
2025 Q2 ADDED 33,047 +771 +2.4% 2.42% $7.3M $219.39
2025 Q1 REDUCED 32,276 -103 -0.3% 2.22% $6.1M $190.26
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)
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