PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in AMZN — Amazon Com Inc
CIK 2145782
WALTHAM, MA
Position in AMZN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,621,740
+$1,089,498 QoQ
Shares Held
11,000
+49.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#3,894
of 6,129 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,646,260 across 5 Internet Retail names. AMZN ranks #1 (99.1% of the industry book) .
All Filings in AMZN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,621,740 | 11,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,532,242 | 7,357 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,520,872 | 6,589 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $936,685 | 4,266 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $797,921 | 3,637 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $810,888 | 4,262 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $851,013 | 3,879 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $581,908 | 3,123 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $477,520 | 2,471 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $442,652 | 2,454 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $375,291 | 2,470 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $277,884 | 2,186 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $287,021 | 39,310 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $260,910 | 2,526 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $207,564 | 2,471 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||