Position in AMZN
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,453,546
+$2,541,532 QoQ
Shares Held
14,490
+230.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#3,552
of 6,129 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $3,675,816 across 2 Internet Retail names. AMZN ranks #1 (94.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
14,490 | $3,453,546 | |
| 2 | EBAY |
Ebay Inc
|
1,989 | $222,270 |
All Filings in AMZN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,453,546 | 14,490 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $912,014 | 4,379 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $701,461 | 3,039 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||