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Amazon shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Amazon

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

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Quarterly reported holdings in Amazon by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $35M 157k 219.57
2025-06-30 $21M 96k 219.39
2025-03-31 $16M 84k 190.26
2024-12-31 $16M 71k 219.39
2024-09-30 $6.5M 35k 186.33
2024-06-30 $6.5M 34k 193.25
2024-03-31 $5.4M 30k 180.38
2023-12-31 $1.0M 6.8k 151.94