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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → AMZN
PENSION & WEALTH MANAGEMENT ADVISORS, INC. AMZN Position History
Amazon.com, Inc. • Retail Trade
Quarters held
16
Latest value
$4M
Q3 2026
Peak value
$4M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $208K |
| Q1 2023 | $261K |
| Q2 2023 | $287K |
| Q3 2023 | $278K |
| Q4 2023 | $375K |
| Q1 2024 | $443K |
| Q2 2024 | $478K |
| Q3 2024 | $582K |
| Q4 2024 | $851K |
| Q1 2025 | $811K |
| Q2 2025 | $798K |
| Q3 2025 | $937K |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.5M |
| Q2 2026 | $2.6M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 16.0K | — | — |
| Q2 2026 | $2.6M | 11.0K | — | — |
| Q1 2026 | $1.5M | 7.4K | — | — |
| Q4 2025 | $1.5M | 6.6K | — | — |
| Q3 2025 | $937K | 4.3K | — | — |
| Q2 2025 | $798K | 3.6K | — | — |
| Q1 2025 | $811K | 4.3K | — | — |
| Q4 2024 | $851K | 3.9K | — | — |
| Q3 2024 | $582K | 3.1K | — | — |
| Q2 2024 | $478K | 2.5K | — | — |
| Q1 2024 | $443K | 2.5K | — | — |
| Q4 2023 | $375K | 2.5K | — | — |
| Q3 2023 | $278K | 2.2K | — | — |
| Q2 2023 | $287K | 39.3K | — | — |
| Q1 2023 | $261K | 2.5K | — | — |
| Q4 2022 | $208K | 2.5K | — | — |
Other funds holding AMZN
$176.3B
$172.9B
$166.4B
$149.9B
$94.7B
$94.7B
$89.7B
$83.8B
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF