Position in AMZN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,938,732
+$339,106 QoQ
Shares Held
12,330
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#3,745
of 6,106 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Momentum Wealth Planning, LLC holds $4,003,984 across 3 Internet Retail names. AMZN ranks #1 (73.4% of the industry book) .
All Filings in AMZN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,938,732 | 12,330 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,599,626 | 12,482 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,007,353 | 13,029 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,784,367 | 12,681 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,843,733 | 12,962 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||