Position in AMZN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$479,854
-$49,416 QoQ
Shares Held
2,304
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $486,127 across 2 Internet Retail names. AMZN ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
2,304 | $479,854 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
50 | $6,273 |
All Filings in AMZN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,854 | 2,304 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $529,270 | 2,293 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $315,522 | 1,437 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $326,232 | 1,487 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $320,968 | 1,687 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $409,601 | 1,867 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $344,896 | 1,851 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $357,705 | 1,851 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $416,858 | 2,311 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $263,615 | 1,735 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $190,044 | 1,495 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $168,946 | 1,296 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||