Position in AMZN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$20,775,621
+$2,823,164 QoQ
Shares Held
87,168
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#1,594
of 6,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Derivatives in AMZN
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$92,328
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $26,660,120 across 12 Internet Retail names. AMZN ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
87,168 | $20,775,621 | |
| 2 | EBAY |
Ebay Inc
|
17,182 | $1,920,088 | |
| 3 | MELI |
Mercadolibre Inc
|
422 | $716,298 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
7,202 | $691,247 | |
| 5 | CPNG |
Coupang, Inc.
|
36,749 | $638,330 | |
| 6 | SE |
Sea Ltd
|
6,186 | $592,804 | |
| 7 | DASH |
DoorDash, Inc.
|
2,349 | $433,460 | |
| 8 | PDD |
PDD Holdings Inc.
|
4,092 | $312,137 |
All Filings in AMZN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,775,621 | 87,168 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $17,952,457 | 86,198 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,370,876 | 83,922 | Shares | Sole | 2026-01-27 | |
| 2025-12-31 | $92,328 | 400 | Put | Sole | 2026-01-27 | |
| 2025-09-30 | $18,617,779 | 84,792 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $19,709,120 | 89,836 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $18,399,283 | 96,706 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $20,039,301 | 91,341 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $17,094,659 | 91,744 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,566,811 | 90,902 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $16,095,848 | 89,233 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,505,642 | 88,888 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $11,285,078 | 88,775 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $11,683,906 | 89,628 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $9,377,699 | 90,790 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,014,420 | 83,505 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,572,117 | 84,709 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $8,916,223 | 83,949 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $13,300,596 | 4,080 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $13,053,941 | 3,915 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,742,670 | 3,879 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,663,228 | 3,681 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $10,693,140 | 3,456 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $10,816,264 | 3,321 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $10,444,337 | 3,317 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,559,311 | 3,465 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $6,601,751 | 3,386 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||