SEC 13F Intelligence

Modera Wealth Management, LLC / AMZN

Modera Wealth Management, LLC’s Amazon Com Inc Position

Does Modera Wealth Management, LLC own Amazon Com Inc (AMZN)? Yes238.0K shares worth $50M (+0.59% of its 13F portfolio) as of Q1 2026, down from 241.3K shares the prior filed quarter.

Position Value
$50M
Q1 2026
Shares
238.0K
% of Portfolio
+0.59%
Quarters Held
30
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $413,000Q4 ’18Q1 ’19: $516,000Q2 ’19: $744,000Q3 ’19: $680,000Q4 ’19: $793,000Q4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $26MQ4 ’21Q1 ’22: $16MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $8MQ4 ’22Q1 ’23: $10MQ2 ’23: $31MQ3 ’23: $31MQ4 ’23: $37MQ4 ’23Q1 ’24: $43MQ2 ’24: $46MQ3 ’24: $45MQ4 ’24: $54MQ4 ’24Q1 ’25: $46MQ2 ’25: $54MQ3 ’25: $53MQ4 ’25: $56MQ4 ’25Q1 ’26: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026238.0K$50M+0.59%
Q4 2025241.3K$56M+0.64%
Q3 2025242.3K$53M+0.62%
Q2 2025247.7K$54M+0.67%
Q1 2025240.8K$46M+0.62%
Q4 2024244.7K$54M+0.65%
Q3 2024242.5K$45M+0.58%
Q2 2024239.2K$46M+0.68%
Q1 2024240.5K$43M+0.66%
Q4 2023242.3K$37M+0.61%
Q3 2023241.3K$31M+0.58%
Q2 2023239.4K$31M+0.57%
Q1 2023101.2K$10M+0.41%
Q4 202299.5K$8M+0.34%
Q3 202298.8K$11M+0.57%
Q2 202299.6K$11M+0.50%
Q1 20224.8K$16M+0.70%
Q4 20217.8K$26M+0.99%
Q3 2021862$3M+0.15%
Q2 2021781$3M+0.14%
Q1 2021777$2M+0.16%
Q4 2020884$3M+0.23%
Q3 2020546$2M+0.25%
Q2 2020592$2M+0.26%
Q1 2020562$1M+0.23%
Q4 2019429$793,000+0.12%
Q3 2019392$680,000+0.11%
Q2 2019393$744,000+0.14%
Q1 2019290$516,000+0.10%
Q4 2018275$413,000+0.08%

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