Position in AMZN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,104,111
+$1,183,395 QoQ
Shares Held
38,198
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#2,371
of 6,107 holders
Holding Since
Dec 2022
15 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, 2026LMG Wealth Partners, LLC holds $12,312,840 across 2 Internet Retail names. AMZN ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
38,198 | $9,104,111 | |
| 2 | W |
Wayfair Inc.
|
34,719 | $3,208,729 |
All Filings in AMZN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,104,111 | 38,198 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,920,716 | 38,031 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,716,686 | 37,764 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,757,769 | 39,886 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,755,635 | 39,909 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,571,777 | 39,797 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,673,144 | 39,533 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,367,115 | 39,538 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,692,702 | 39,807 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,185,437 | 39,835 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,043,869 | 39,778 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,995,307 | 39,296 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,096,163 | 39,093 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,027,896 | 38,996 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,229,464 | 38,446 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||