SEC 13F Intelligence

B. Riley Wealth Advisors, Inc. / AMZN

B. Riley Wealth Advisors, Inc.’s Amazon Com Inc Position

Does B. Riley Wealth Advisors, Inc. own Amazon Com Inc (AMZN)? Yes — 148.7K shares worth $30M (+1.89% of its 13F portfolio) as of Q1 2026, down from 219.6K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
148.7K
% of Portfolio
+1.89%
Quarters Held
27
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $18MQ2 ’19: $19MQ3 ’19: $17MQ4 ’19: $19MQ4 ’19Q1 ’20: $22MQ2 ’20: $31MQ3 ’20: $36MQ4 ’20: $38MQ4 ’20Q1 ’21: $54MQ2 ’21: $60MQ3 ’21: $62MQ4 ’21: $64MQ4 ’21Q1 ’22: $60MQ2 ’22: $39MQ3 ’22: $63MQ4 ’22: $49MQ4 ’22Q1 ’23: $57MQ2 ’23: $116MQ4 ’23: $66MQ1 ’24: $66MQ1 ’24Q2 ’24: $93MQ4 ’24: $72MQ2 ’25: $59MQ3 ’25: $50MQ3 ’25Q4 ’25: $51MQ1 ’26: $30Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026148.7K$30M+1.89%
Q4 2025219.6K$51M+2.34%
Q3 2025227.5K$50M+2.31%
Q2 2025269.2K$59M+2.77%
Q4 2024328.8K$72M+2.36%
Q2 2024481.0K$93M+2.37%
Q1 2024518.5K$66M+1.78%
Q4 2023518.5K$66M+1.78%
Q2 2023887.6K$116M+2.60%
Q1 2023553.3K$57M+1.52%
Q4 2022584.8K$49M+1.24%
Q3 2022561.4K$63M+1.92%
Q2 2022367.6K$39M+1.64%
Q1 202218.4K$60M+1.97%
Q4 202119.3K$64M+1.86%
Q3 202118.9K$62M+1.97%
Q2 202117.5K$60M+1.96%
Q1 202117.5K$54M+1.91%
Q4 202011.8K$38M+2.06%
Q3 202011.3K$36M+1.90%
Q2 202011.3K$31M+2.09%
Q1 202011.0K$22M+1.83%
Q4 201910.1K$19M+1.59%
Q3 20199.8K$17M+1.67%
Q2 201910.1K$19M+2.09%
Q1 201910.3K$18M+2.30%
Q4 201811.6K$17M+2.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See B. Riley Wealth Advisors, Inc.’s full portfolio or all institutional holders of AMZN.