AMZN — AMAZON COM INC

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MINDSET 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
2.21% (2025 Q1)
Avg. % of fund
2.08%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,691 +2,546 +8.2% 2.04% $7.8M $230.82
2025 Q3 ADDED 31,145 +1,158 +3.9% 1.86% $6.8M $219.57
2025 Q2 ADDED 29,987 +104 +0.3% 2.15% $6.6M $219.39
2025 Q1 ADDED 29,883 +3,033 +11.3% 2.21% $5.7M $190.26
2 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%
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