AMAZON.COM INC · CUSIP 023135106 · CIK 1697723
As of 2026-06-30, AE Wealth Management LLC reported 1.72M AMZN (shares), valued at $410.24M, or 1.91% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 7.81%; reported value increased 23.37%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.91% | 1,721,249 | SEC filing ↗Filed Aug 3, 2026Combination report |
| Q1 2026 | 1.80% | 1,596,626 | SEC filing ↗Filed May 13, 2026Combination report |
| Q4 2025 | 2.00% | 1,507,901 | SEC filing ↗Filed Jan 26, 2026Combination report |
| Q3 2025 | 1.92% | 1,371,192 | SEC filing ↗Filed Nov 3, 2025Combination report |
| Q2 2025 | 1.95% | 1,216,520 | SEC filing ↗Filed Aug 6, 2025Combination report |
| Q1 2025 | 1.64% | 1,026,775 | SEC filing ↗Filed May 6, 2025Combination report |
| Q4 2024 | 1.83% | 980,657 | SEC filing ↗Filed Feb 13, 2025Combination report |
| Q3 2024 | 1.61% | 950,409 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 1.66% | 856,074 | SEC filing ↗Filed Aug 12, 2024Combination report |
| Q1 2024 | 1.51% | 738,828 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 1.25% | 1,533,790 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 1.03% | 1,354,770 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.03% | 1,354,770 | $172.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 1.25% | 1,533,790 | $244.06M | Shares increased 13.21%; reported value increased 41.71%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.51% | 738,828 | $133.27M | Shares decreased 51.83%; reported value decreased 45.39%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 1.66% | 856,074 | $165.44M | Shares increased 15.87%; reported value increased 24.14%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 1.61% | 950,409 | $177.09M | Shares increased 11.02%; reported value increased 7.04%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.83% | 980,657 | $215.15M | Shares increased 3.18%; reported value increased 21.49%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.64% | 1,026,775 | $195.35M | Shares increased 4.70%; reported value decreased 9.20%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 1.95% | 1,216,520 | $266.89M | Shares increased 18.48%; reported value increased 36.62%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 1.92% | 1,371,192 | $301.07M | Shares increased 12.71%; reported value increased 12.81%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 2.00% | 1,507,901 | $348.05M | Shares increased 9.97%; reported value increased 15.60%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 1.80% | 1,596,626 | $332.53M | Shares increased 5.88%; reported value decreased 4.46%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 1.91% | 1,721,249 | $410.24M | Shares increased 7.81%; reported value increased 23.37%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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