Position in AMZN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$65,595,458
+$6,991,196 QoQ
Shares Held
275,218
-2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#898
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)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Circle Wealth Management, LLC holds $67,922,110 across 3 Internet Retail names. AMZN ranks #1 (96.6% of the industry book) .
All Filings in AMZN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,595,458 | 275,218 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $58,604,262 | 281,386 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $65,697,604 | 284,627 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $62,164,877 | 283,121 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,097,900 | 283,048 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $54,518,622 | 286,548 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $63,264,616 | 288,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $53,581,427 | 287,562 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $54,816,135 | 283,654 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $49,908,440 | 276,685 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $41,794,743 | 275,074 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $34,843,719 | 274,101 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,087,151 | 54,366 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,576,936 | 53,993 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,452,504 | 53,006 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,783,340 | 51,180 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,448,785 | 51,302 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,994,202 | 2,759 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,182,772 | 2,754 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,840,042 | 2,691 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,529,243 | 2,770 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,190,029 | 2,647 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,099,984 | 2,487 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $6,637,522 | 2,108 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,643,383 | 3,133 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,691,232 | 2,919 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||