AMZN — AMAZON COM INC

Ownership history in WEALTH EFFECTS LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS 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
4.91% (2025 Q2)
Avg. % of fund
4.02%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 61,947 -115 -0.2% 4.47% $14.3M $230.82
2025 Q3 ADDED 62,062 +2,261 +3.8% 4.38% $13.6M $219.57
2025 Q2 ADDED 59,801 +970 +1.6% 4.91% $13.1M $219.39
2025 Q1 REDUCED 58,831 -1,666 -2.8% 4.70% $11.2M $190.26
13 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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