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Amazon shares owned by Wheelhouse Advisory Group

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Wheelhouse Advisory Group from 13F filings

Historical chart of Wheelhouse Advisory Group investment in Amazon

Tip: Access up to 7 years of quarterly data

All positions including Amazon held by Wheelhouse Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $756k 4.2k 180.38
2023-12-31 $478k 3.1k 151.94

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Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Mega Cap Growthetf Etf (MGK)
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Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
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Vanguard Intermediate Term Bond Etf Etf (BIV)
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Apple (AAPL)

View all positions for Wheelhouse Advisory Group

Top funds holding Amazon

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Susquehanna International
Goldman Sachs Group
Wellington Management Company
Legal & General Group
Bank of New York Mellon
Nuveen Asset Management
Jennison Associates

View all funds holding Amazon