Position in AMZN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,131,758
+$1,141,272 QoQ
Shares Held
38,314
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#2,372
of 6,129 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Bell & Brown Wealth Advisors, LLC holds $12,508,622 across 2 Internet Retail names. AMZN ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
38,314 | $9,131,758 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
35,183 | $3,376,864 |
All Filings in AMZN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,131,758 | 38,314 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,990,486 | 38,366 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,770,698 | 37,998 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $8,361,884 | 38,083 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,330,896 | 37,973 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,423,945 | 39,020 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,649,231 | 39,424 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $7,207,803 | 38,683 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,447,855 | 38,540 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,882,759 | 38,157 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,888,586 | 38,756 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $5,024,074 | 38,540 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,937,931 | 38,125 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,116,652 | 37,103 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,613,175 | 31,975 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,523,590 | 42,591 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,079,002 | 1,558 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,141,552 | 1,542 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,661,471 | 1,419 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $4,575,104 | 1,453 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,994,771 | 1,448 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $2,881,686 | 1,478 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||