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Amazon shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Amazon

Tip: Access up to 7 years of quarterly data

All positions including Amazon held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.8M 38k 208.27
2025-12-31 $5.6M 24k 230.82
2025-09-30 $286k 1.0k 278.37
2025-06-30 $5.0M 23k 219.39

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Amazon

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Capital Research Global Investors
Northern Trust
J. Stern & Co
Goldman Sachs Group
Ubs Global Asset Management Americas
Jane Street
Bank of New York Mellon
Wellington Management Company

View all funds holding Amazon