AMZN — AMAZON COM INC

Ownership history in Centric Wealth Management  ·  28 quarters on record

This page tracks every 13F SEC filing in which Centric 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
2.17% (2022 Q3)
Avg. % of fund
1.17%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,161 +48 +0.2% 1.19% $5.6M $230.82
2025 Q3 ADDED 23,113 +350 +1.5% 1.26% $5.6M $219.57
2025 Q2 REDUCED 22,763 -228 -1.0% 1.21% $5.1M $219.39
2025 Q1 ADDED 22,991 +430 +1.9% 1.15% $4.4M $190.26
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to Centric Wealth Management Holdings