AMZN AMAZON COM INC

Ownership history in Aries Wealth Management  ·  33 quarters on record

This page tracks every 13F SEC filing in which Aries Wealth Management 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
2.5% (2024 Q2)
Avg. % of fund
1.74%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,922 +154 +0.4% 2.19% $9.9M $230.82
2025 Q3 ADDED 42,768 +70 +0.2% 2.22% $9.4M $219.57
2025 Q2 ADDED 42,698 +870 +2.1% 2.45% $9.4M $219.39
2025 Q1 ADDED 41,828 +1,441 +3.6% 2.16% $8.0M $190.26
2024 Q4 REDUCED 40,387 -230 -0.6% 2.44% $8.9M $219.39
2024 Q3 REDUCED 40,617 -366 -0.9% 2.08% $7.6M $186.33
2024 Q2 ADDED 40,983 +295 +0.7% 2.50% $7.9M $193.25
2024 Q1 REDUCED 40,688 -709 -1.7% 2.37% $7.3M $180.38
2023 Q4 ADDED 41,397 +10,833 +35.4% 2.24% $6.3M $151.94
2023 Q3 ADDED 30,564 +751 +2.5% 1.59% $4.1M $127.12
23 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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