Back to AMZN

Mowery & Schoenfeld Wealth Management, LLC → AMZN

Mowery & Schoenfeld Wealth Management, LLC AMZN Position History

Amazon.com, Inc. • Retail Trade

Quarters held
4
Latest value
$996K
Q3 2026
Peak value
$996K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$908K
Q1 2026$713K
Q2 2026$955K
Q3 2026$996K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$996K4.0K——
Q2 2026$955K4.0K——
Q1 2026$713K3.4K——
Q4 2025$908K3.9K——

Other funds holding AMZN

Other Mowery & Schoenfeld Wealth Management, LLC positions

IVZ

INVESCO EXCHANGE TRADED FD T

$8.5M
FIS

FIDELITY COVINGTON TRUST

$7.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$7M
FIS

FIDELITY COVINGTON TRUST

$6.7M
FIS

FIDELITY COVINGTON TRUST

$5.8M
ETHA

ISHARES TR

$5.6M
IVZ

INVESCO EXCHANGE TRADED FD T

$5M
AAPL

APPLE INC

$4.6M