Position in AMZN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,473,791
+$967,341 QoQ
Shares Held
27,162
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
#2,782
of 6,107 holders
Holding Since
Dec 2023
11 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, 2026Whalen Wealth Management Inc. holds $6,938,572 across 2 Internet Retail names. AMZN ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
27,162 | $6,473,791 | |
| 2 | CHWY |
Chewy, Inc.
|
23,653 | $464,781 |
All Filings in AMZN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,473,791 | 27,162 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,506,450 | 26,439 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,488,899 | 23,780 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,839,918 | 12,934 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,311,493 | 10,536 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,762,575 | 14,520 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,413,249 | 20,116 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,154,413 | 22,296 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,917,950 | 20,274 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,621,489 | 20,077 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,129,439 | 14,015 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||