Mowery & Schoenfeld Wealth Management, LLC
Position in AMZN — Amazon Com Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in AMZN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$954,790
+$241,466 QoQ
Shares Held
4,006
+17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#4,993
of 6,106 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 51%
Shared 1%
None 48%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $965,965 across 2 Internet Retail names. AMZN ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
4,006 | $954,790 | |
| 2 | EBAY |
Ebay Inc
|
100 | $11,175 |
All Filings in AMZN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,790 | 4,006 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $713,324 | 3,425 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $908,045 | 3,934 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $750,929 | 3,420 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $781,905 | 3,564 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $692,546 | 3,640 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $327,768 | 1,494 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $209,807 | 1,126 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $120,974 | 626 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $69,085 | 383 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $58,648 | 386 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||