SEC 13F Intelligence

Wambolt & Associates, LLC / AMZN

Wambolt & Associates, LLC’s Amazon Com Inc Position

Does Wambolt & Associates, LLC own Amazon Com Inc (AMZN)? Yes34.5K shares worth $8M (+2.56% of its 13F portfolio) as of Q2 2025, down from 34.5K shares the prior filed quarter.

Position Value
$8M
Q2 2025
Shares
34.5K
% of Portfolio
+2.56%
Quarters Held
27
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $285,000Q4 ’18Q1 ’19: $330,000Q2 ’19: $341,000Q3 ’19: $543,000Q4 ’19: $397,000Q4 ’19Q1 ’20: $409,000Q2 ’20: $590,000Q3 ’20: $645,000Q4 ’20: $547,000Q4 ’20Q1 ’21: $506,000Q2 ’21: $693,000Q3 ’21: $663,000Q4 ’21: $720,000Q4 ’21Q1 ’22: $677,000Q2 ’22: $480,000Q3 ’22: $672,000Q4 ’22: $559,860Q4 ’22Q1 ’23: $666,587Q2 ’23: $892,452Q3 ’23: $962,931Q4 ’23: $1MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202534.5K$8M+2.56%
Q1 202534.5K$7M+2.25%
Q4 202434.5K$8M+2.42%
Q3 202439.5K$7M+2.00%
Q2 202434.8K$7M+1.99%
Q1 202430.6K$6M+1.66%
Q4 20237.6K$1M+0.38%
Q3 20237.4K$962,931+0.35%
Q2 20236.8K$892,452+0.32%
Q1 20236.5K$666,587+0.24%
Q4 20226.7K$559,860+0.22%
Q3 20225.9K$672,000+0.29%
Q2 20224.5K$480,000+0.19%
Q1 2022207$677,000+0.25%
Q4 2021216$720,000+0.26%
Q3 2021202$663,000+0.27%
Q2 2021202$693,000+0.29%
Q1 2021160$506,000+0.26%
Q4 2020168$547,000+0.33%
Q3 2020205$645,000+0.48%
Q2 2020214$590,000+0.46%
Q1 2020210$409,000+0.42%
Q4 2019215$397,000+0.30%
Q3 2019313$543,000+0.45%
Q2 2019180$341,000+0.29%
Q1 2019180$330,000+0.30%
Q4 2018190$285,000+0.31%

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