AMAZON.COM INC · CUSIP 023135106 · CIK 1846310
As of 2026-06-30, Palumbo Wealth Management LLC reported 81.21K AMZN (shares), valued at $19.35M, or 4.05% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 0.62%; reported value increased 13.73%, and weight changed -0.10 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 | 4.05% | 81,207 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 4.15% | 81,716 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 4.65% | 81,659 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 3.03% | 53,369 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.17% | 46,647 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 2.26% | 35,570 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 2.61% | 31,807 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 2.13% | 29,427 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 2.39% | 29,320 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 2.27% | 28,156 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 2.10% | 26,981 | SEC filing ↗Filed Jan 22, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.10% | 26,981 | $4.10M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 2.27% | 28,156 | $5.08M | Shares increased 4.35%; reported value increased 23.89%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 2.39% | 29,320 | $5.67M | Shares increased 4.13%; reported value increased 11.56%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 2.13% | 29,427 | $5.48M | Shares increased 0.36%; reported value decreased 3.23%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 2.61% | 31,807 | $6.98M | Shares increased 8.09%; reported value increased 27.27%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 2.26% | 35,570 | $6.77M | Shares increased 11.83%; reported value decreased 3.02%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 3.17% | 46,647 | $10.23M | Shares increased 31.14%; reported value increased 51.22%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 3.03% | 53,369 | $11.06M | Shares increased 14.41%; reported value increased 8.12%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 4.65% | 81,659 | $18.85M | Shares increased 53.01%; reported value increased 70.35%, and weight changed +1.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 4.15% | 81,716 | $17.02M | Shares increased 0.07%; reported value decreased 9.71%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 4.05% | 81,207 | $19.35M | Shares decreased 0.62%; reported value increased 13.73%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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