SEC 13F Intelligence

Strategic Wealth Investment Group, LLC / AMZN

Strategic Wealth Investment Group, LLC’s Amazon Com Inc Position

Does Strategic Wealth Investment Group, LLC own Amazon Com Inc (AMZN)? Yes145.8K shares worth $30M (+3.85% of its 13F portfolio) as of Q1 2026, up from 142.1K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
145.8K
% of Portfolio
+3.85%
Quarters Held
25
currently held

Position History AMZN

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $11MQ3 ’21: $13MQ4 ’21: $15MQ4 ’21Q1 ’22: $18MQ2 ’22: $11MQ3 ’22: $13MQ4 ’22: $13MQ4 ’22Q1 ’23: $19MQ2 ’23: $30MQ3 ’23: $29MQ4 ’23: $37MQ4 ’23Q2 ’24: $52MQ3 ’24: $38MQ4 ’24: $113MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $44MQ4 ’25: $33MQ1 ’26: $30MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026145.8K$30M+3.85%
Q4 2025142.1K$33M+4.03%
Q3 2025200.7K$44M+3.71%
Q2 202511.7K$3M+3.72%
Q1 202510.7K$2M+3.55%
Q4 20242.66M$113M+4.16%
Q3 2024207.1K$38M+4.11%
Q2 2024262.3K$52M+6.54%
Q4 2023246.0K$37M+5.62%
Q3 2023230.6K$29M+5.31%
Q2 2023227.4K$30M+4.70%
Q1 2023181.1K$19M+3.47%
Q4 2022138.1K$13M+3.05%
Q3 2022111.9K$13M+3.64%
Q2 2022102.8K$11M+2.73%
Q1 20225.4K$18M+4.18%
Q4 20214.5K$15M+3.93%
Q3 20214.0K$13M+3.89%
Q2 20213.1K$11M+3.84%
Q1 20212.4K$7M+3.53%
Q4 20201.9K$6M+3.70%
Q3 20201.8K$6M+4.31%
Q2 20201.7K$5M+4.50%
Q1 20202.0K$4M+6.45%
Q4 20191.8K$3M+3.51%

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