AMAZON.COM INC · CUSIP 023135106 · CIK 1757128
As of 2026-06-30, Laurel Wealth Advisors LLC reported 315.50K AMZN (shares), valued at $75.20M, or 7.27% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares increased 20.99%; reported value increased 5.75%, and weight changed +0.24 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 | 7.27% | 315,498 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 7.03% | 260,763 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 1.75% | 57,245 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 1.73% | 56,506 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.82% | 55,507 | SEC filing ↗Filed Nov 24, 2025Amended |
| Q1 2025 | 1.64% | 54,889 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 1.83% | 53,374 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 1.60% | 53,583 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 1.82% | 53,698 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 1.72% | 55,498 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 1.57% | 54,030 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 1.49% | 55,089 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.49% | 55,089 | $7.00M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.57% | 54,030 | $8.21M | Shares decreased 1.92%; reported value increased 17.23%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 1.72% | 55,498 | $10.01M | Shares increased 2.72%; reported value increased 21.94%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.82% | 53,698 | $10.38M | Shares decreased 3.24%; reported value increased 3.66%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 1.60% | 53,583 | $9.98M | Shares decreased 0.21%; reported value decreased 3.79%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 1.83% | 53,374 | $11.71M | Shares decreased 0.39%; reported value increased 17.28%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 1.64% | 54,889 | $10.44M | Shares increased 2.84%; reported value decreased 10.81%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 1.82% | 55,507 | $12.18M | Shares increased 1.13%; reported value increased 16.61%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 24, 2025 |
| Q3 2025 | 1.73% | 56,506 | $12.41M | Shares increased 1.80%; reported value increased 1.88%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 1.75% | 57,245 | $13.21M | Shares increased 1.31%; reported value increased 6.50%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 7.03% | 260,763 | $71.10M | Shares increased 355.52%; reported value increased 438.14%, and weight changed +5.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 7.27% | 315,498 | $75.20M | Shares increased 20.99%; reported value increased 5.75%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.