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Montz Harcus Wealth Management LLC → AMZN

Montz Harcus Wealth Management LLC AMZN Position History

Amazon.com, Inc. • Retail Trade

Quarters held
5
Latest value
$5.9M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.3M
Q4 2025$5.5M
Q1 2026$5M
Q2 2026$5.7M
Q3 2026$5.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.9M23.9K——
Q2 2026$5.7M24.0K——
Q1 2026$5M23.9K——
Q4 2025$5.5M23.9K——
Q3 2025$5.3M24.3K——

Other funds holding AMZN

Other Montz Harcus Wealth Management LLC positions

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STT-PG

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STT-PG

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$34.4M
STT-PG

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$34.3M
SPY

SPDR S&P 500 ETF TR

$32.9M