AMZN AMAZON COM INC

Ownership history in WMS Partners, LLC  ·  52 quarters on record

This page tracks every 13F SEC filing in which WMS Partners, 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
2.34% (2021 Q4)
Avg. % of fund
0.67%
First filed
2015 Q1
Last filed
2025 Q3
Quarters held
52
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 50,742 0% 0.62% $11.1M $219.57
2025 Q2 UNCHANGED 50,742 0% 0.62% $11.1M $219.39
2025 Q1 UNCHANGED 50,742 0% 0.62% $11.1M $190.26
2024 Q4 ADDED 50,742 +4,968 +10.9% 0.62% $11.1M $219.39
2024 Q3 ADDED 45,774 +10,524 +29.9% 0.48% $8.5M $186.33
2024 Q2 ADDED 35,250 +620 +1.8% 0.44% $6.8M $193.25
2024 Q1 REDUCED 34,630 -162 -0.5% 0.43% $6.2M $180.38
2023 Q4 REDUCED 34,792 -11,376 -24.6% 0.39% $5.3M $151.94
2023 Q3 REDUCED 46,168 -3,098 -6.3% 0.46% $5.9M $127.12
2023 Q2 REDUCED 49,266 -3,411 -6.5% 0.51% $6.4M $130.36
42 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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