Summit Financial, LLC’s Amazon Com Inc Position
Does Summit Financial, LLC own Amazon Com Inc (AMZN)? Yes — 407.9K shares worth $85M (+1.08% of its 13F portfolio) as of Q1 2026, up from 354.7K shares the prior filed quarter.
Position Value
$85M
Q1 2026
Shares
407.9K
% of Portfolio
+1.08%
Quarters Held
22
currently held
Position History AMZN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 407.9K | $85M | +1.08% |
| Q4 2025 | 354.7K | $82M | +1.20% |
| Q3 2025 | 361.4K | $79M | +1.21% |
| Q2 2025 | 308.4K | $68M | +1.53% |
| Q1 2025 | 298.6K | $57M | +1.59% |
| Q4 2024 | 223.9K | $49M | +1.72% |
| Q3 2024 | 218.7K | $41M | +1.60% |
| Q2 2024 | 215.0K | $42M | +1.90% |
| Q1 2024 | 164.9K | $30M | +1.76% |
| Q4 2023 | 163.3K | $25M | +1.62% |
| Q3 2023 | 151.2K | $19M | +1.42% |
| Q2 2023 | 143.2K | $19M | +1.36% |
| Q1 2023 | 149.3K | $15M | +1.35% |
| Q4 2022 | 145.0K | $12M | +1.14% |
| Q3 2022 | 160.5K | $18.1B | +1.72% |
| Q2 2022 | 147.8K | $15.7B | +1.47% |
| Q1 2022 | 6.7K | $21.7B | +1.69% |
| Q4 2021 | 6.1K | $20.4B | +1.56% |
| Q3 2021 | 5.6K | $18.4B | +1.58% |
| Q2 2021 | 1.0K | $3.4B | +0.34% |
| Q1 2021 | 81 | $251M | +0.03% |
| Q4 2020 | 81 | $264M | +0.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial, LLC’s full portfolio or all institutional holders of AMZN.