Position in AMZN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,151,569
+$525,701 QoQ
Shares Held
13,223
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#3,674
of 6,129 holders
Holding Since
Jun 2022
16 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, 2026CM WEALTH ADVISORS LLC holds $3,354,730 across 2 Internet Retail names. AMZN ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
13,223 | $3,151,569 | |
| 2 | EBAY |
Ebay Inc
|
1,818 | $203,161 |
All Filings in AMZN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,151,569 | 13,223 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,625,868 | 12,608 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,971,576 | 12,874 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $644,437 | 2,935 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,214,543 | 5,536 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $777,402 | 4,086 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $896,427 | 4,086 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $473,464 | 2,541 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $491,048 | 2,541 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,068,931 | 5,926 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $319,074 | 2,100 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $266,952 | 2,100 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $705,899 | 5,415 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,883,079 | 18,231 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $248,600 | 2,200 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $218,792 | 2,060 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||