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Amazon shares owned by Mittelman Wealth Management

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Mittelman Wealth Management from 13F filings

Historical chart of Mittelman Wealth Management investment in Amazon

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All positions including Amazon held by Mittelman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $227k 1.1k 208.27
2024-06-30 $1.1M 5.7k 193.25
2024-03-31 $1.0M 5.7k 180.38

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)
Vanguard High Dividend Uit Exchange Traded (VYM)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Vanguard Ftse Emerging Uit Exchange Traded (VWO)
Ishares 5-10 Year Uit Exchange Traded (IGIB)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares 10 Year Uit Exchange Traded (IGLB)
Ishares 1-5 Year Uit Exchange Traded (IGSB)
Evolv Technologies Hldgs Common Stock (EVLV)
Vanguard Mid-cap Index Uit Exchange Traded (VO)
Vanguard Utilities Index Uit Exchange Traded (VPU)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)
Vanguard Small-cap Index Uit Exchange Traded (VB)
Vanguard Inter-term Uit Exchange Traded (VGIT)

View all positions for Mittelman Wealth Management

Top funds holding Amazon

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Capital Research Global Investors
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Ubs Global Asset Management Americas
Jane Street
Bank of New York Mellon

View all funds holding Amazon