Smallwood Wealth Investment Management, LLC
Position in AMZN — Amazon Com Inc
CIK 1921304
RED BANK, NJ
Position in AMZN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$998,167
+$149,676 QoQ
Shares Held
4,188
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#4,977
of 6,129 holders
Holding Since
Dec 2021
19 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, 2022CallValue
$252,000
CallShares
3,000
PutValue
$0
PutShares
0
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, 2026Smallwood Wealth Investment Management, LLC holds $1,011,863 across 3 Internet Retail names. AMZN ranks #1 (98.6% of the industry book) .
All Filings in AMZN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,167 | 4,188 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $848,491 | 4,074 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $934,590 | 4,049 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $885,086 | 4,031 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $871,417 | 3,972 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $714,426 | 3,755 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $779,931 | 3,555 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $634,453 | 3,405 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $658,016 | 3,405 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $614,193 | 3,405 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $517,355 | 3,405 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $399,919 | 3,146 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $433,577 | 3,326 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $375,975 | 3,640 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $786,576 | 9,364 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $252,000 | 3,000 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $1,059,940 | 9,380 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $452,000 | 4,000 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $1,025,988 | 9,660 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $684,589 | 210 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $663,533 | 199 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||