Vertrix Wealth Management »

Amazon shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management investment in Amazon

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amazon by Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.2M 18k 238.34
2026-03-31 $3.5M 17k 208.27

More positions owned by Vertrix Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
JPMorgan Chase & Co. (JPM)
American Express Company (AXP)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Amgen (AMGN)
Linde SHS (LIN)
NVIDIA Corporation (NVDA)

View all positions for Vertrix Wealth Management

Top funds holding Amazon

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
T. Rowe Price Associates
Capital Research Global Investors
Northern Trust
Bank of America Corporation
Invesco
Goldman Sachs Group
Ubs Global Asset Management Americas
Jane Street

View all funds holding Amazon