SEC 13F Intelligence

Wj Wealth Management, LLC / AMZN

Wj Wealth Management, LLC’s Amazon Com Inc Position

Does Wj Wealth Management, LLC own Amazon Com Inc (AMZN)? Yes — 10.4K shares worth $2M (+1.01% of its 13F portfolio) as of Q1 2026, down from 10.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
10.4K
% of Portfolio
+1.01%
Quarters Held
26
currently held

Position History AMZN

Reported value by quarter
Q4 ’19: $876,000Q4 ’19Q1 ’20: $1MQ2 ’20: $4MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $940,971Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $6MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $3MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.4K$2M+1.01%
Q4 202510.7K$2M+1.08%
Q3 202510.7K$3M+1.15%
Q2 202521.7K$5M+1.50%
Q1 202522.7K$4M+1.53%
Q4 202424.2K$5M+1.83%
Q3 202427.1K$5M+1.78%
Q2 202432.0K$6M+2.25%
Q1 202420.0K$4M+1.44%
Q4 202319.5K$3M+1.29%
Q3 202319.3K$2M+1.19%
Q2 202319.2K$2M+1.18%
Q1 20239.1K$940,971+0.64%
Q4 202218.2K$2M+0.89%
Q3 202219.6K$2M+1.39%
Q2 202220.0K$2M+1.51%
Q1 2022625$2M+1.35%
Q4 2021638$2M+1.27%
Q3 2021638$2M+1.40%
Q2 2021632$2M+6.74%
Q1 2021654$2M+6.29%
Q4 2020652$2M+6.61%
Q3 2020647$2M+6.60%
Q2 20201.3K$4M+2.55%
Q1 2020628$1M+4.41%
Q4 2019474$876,000+2.21%

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