SEC 13F Intelligence

Synergy Asset Management, LLC / AMZN

Synergy Asset Management, LLC’s Amazon Com Inc Position

Does Synergy Asset Management, LLC own Amazon Com Inc (AMZN)? Yes149.6K shares worth $31M (+3.31% of its 13F portfolio) as of Q1 2026, up from 146.5K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
149.6K
% of Portfolio
+3.31%
Quarters Held
22
currently held

Position History AMZN

Reported value by quarter
Q4 ’20: $12MQ4 ’20Q1 ’21: $17MQ2 ’21: $16MQ3 ’21: $34MQ3 ’21Q4 ’21: $17MQ1 ’22: $15MQ2 ’22: $9MQ2 ’22Q3 ’22: $5MQ4 ’22: $7MQ1 ’23: $13MQ1 ’23Q2 ’23: $13MQ3 ’23: $11MQ4 ’23: $18MQ4 ’23Q1 ’24: $21MQ2 ’24: $24MQ3 ’24: $25MQ3 ’24Q4 ’24: $35MQ1 ’25: $29MQ2 ’25: $32MQ2 ’25Q3 ’25: $57MQ4 ’25: $34MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026149.6K$31M+3.31%
Q4 2025146.5K$34M+3.52%
Q3 2025257.8K$57M+2.05%
Q2 2025144.4K$32M+3.62%
Q1 2025153.9K$29M+3.69%
Q4 2024156.9K$35M+2.67%
Q3 2024134.6K$25M+3.81%
Q2 2024125.0K$24M+3.78%
Q1 2024117.8K$21M+3.61%
Q4 2023121.0K$18M+3.29%
Q3 202390.2K$11M+2.27%
Q2 202396.4K$13M+3.11%
Q1 2023128.9K$13M+3.19%
Q4 202282.9K$7M+1.78%
Q3 202243.4K$5M+1.32%
Q2 202281.7K$9M+2.30%
Q1 20224.5K$15M+3.55%
Q4 20215.0K$17M+3.97%
Q3 202110.4K$34M+7.96%
Q2 20214.6K$16M+4.16%
Q1 20215.6K$17M+5.21%
Q4 20203.8K$12M+3.89%

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