Transform Wealth, LLC’s Amazon Com Inc Position
Does Transform Wealth, LLC own Amazon Com Inc (AMZN)? Yes — 160.9K shares worth $31M (+1.85% of its 13F portfolio) as of Q1 2025, up from 156.3K shares the prior filed quarter.
Position Value
$31M
Q1 2025
Shares
160.9K
% of Portfolio
+1.85%
Quarters Held
26
currently held
Position History AMZN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 160.9K | $31M | +1.85% |
| Q4 2024 | 156.3K | $34M | +1.90% |
| Q3 2024 | 137.2K | $26M | +1.69% |
| Q2 2024 | 135.0K | $26M | +1.96% |
| Q1 2024 | 131.4K | $24M | +2.25% |
| Q4 2023 | 136.4K | $21M | +2.02% |
| Q3 2023 | 132.9K | $17M | +1.78% |
| Q2 2023 | 143.5K | $19M | +1.68% |
| Q1 2023 | 136.6K | $14M | +1.33% |
| Q4 2022 | 121.9K | $10M | +1.15% |
| Q3 2022 | 107.8K | $12M | +1.58% |
| Q2 2022 | 108.7K | $12M | +1.72% |
| Q1 2022 | 5.6K | $18M | +2.06% |
| Q4 2021 | 4.5K | $15M | +1.57% |
| Q3 2021 | 4.1K | $13M | +1.54% |
| Q2 2021 | 4.0K | $14M | +1.69% |
| Q1 2021 | 2.7K | $8M | +1.66% |
| Q4 2020 | 2.8K | $9M | +1.92% |
| Q3 2020 | 4.2K | $13M | +2.15% |
| Q2 2020 | 4.4K | $12M | +2.06% |
| Q1 2020 | 4.2K | $8M | +1.74% |
| Q4 2019 | 3.2K | $6M | +0.95% |
| Q3 2019 | 2.9K | $5M | +0.89% |
| Q2 2019 | 3.1K | $6M | +0.85% |
| Q1 2019 | 3.0K | $5M | +1.00% |
| Q4 2018 | 3.7K | $6M | +1.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of AMZN.