AMZN β€” AMAZON COM INC

Ownership history in Legacy Wealth Management, LLC / MS  Β·  6 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported AMAZON COM INC (AMZN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.04% in 2025 Q2. The latest visible filing shows AMZN at 1.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Management, LLC / MS's position in AMAZON COM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMZN was reported at 1.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legacy Wealth Management, LLC / MS held AMZN β€” position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 30,164 -1,303 -4.1% 1.79% $6.3M 2026-04-10 $238.38
2025 Q4 ADDED 31,467 +2,661 +9.2% 1.94% $7.3M 2026-01-05 $233.06
2025 Q3 REDUCED 28,806 -1,836 -6.0% 1.90% $6.3M 2025-10-23 $221.09
2025 Q2 ADDED 30,642 +6,048 +24.6% 2.04% $6.7M 2025-07-01 $220.46
2025 Q1 ADDED 24,594 +14,886 +153.3% 1.53% $4.7M 2025-04-03 $178.41
2024 Q4 INITIATED 9,708 β€” β€” 0.85% $2.1M 2025-01-06 $227.61

FAQ About Legacy Wealth Management, LLC / MS and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Management, LLC / MS reported owning AMZN?

Legacy Wealth Management, LLC / MS reported AMZN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AMZN position in Legacy Wealth Management, LLC / MS's portfolio?

The largest reported portfolio weight for AMZN was 2.04% in 2025 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Management, LLC / MS reported 30,164 shares, equal to 1.79% of portfolio, with an estimated market value of $6.3M.

What does the chart on this AMZN ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS's quarterly AMZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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