SEC 13F Intelligence

Truwealth Advisors, LLC / AMZN

Truwealth Advisors, LLC’s Amazon Com Inc Position

Does Truwealth Advisors, LLC own Amazon Com Inc (AMZN)? Yes188.4K shares worth $39M (+1.89% of its 13F portfolio) as of Q1 2026, up from 185.5K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
188.4K
% of Portfolio
+1.89%
Quarters Held
22
currently held

Position History AMZN

Reported value by quarter
Q4 ’20: $13MQ4 ’20Q1 ’21: $13MQ2 ’21: $15MQ3 ’21: $15MQ3 ’21Q4 ’21: $16MQ1 ’22: $16MQ2 ’22: $12MQ2 ’22Q3 ’22: $19MQ4 ’22: $14MQ1 ’23: $18MQ1 ’23Q2 ’23: $24MQ3 ’23: $23MQ4 ’23: $28MQ4 ’23Q1 ’24: $33MQ2 ’24: $35MQ3 ’24: $34MQ3 ’24Q4 ’24: $39MQ1 ’25: $34MQ2 ’25: $40MQ2 ’25Q3 ’25: $40MQ4 ’25: $43MQ1 ’26: $39MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026188.4K$39M+1.89%
Q4 2025185.5K$43M+2.09%
Q3 2025183.6K$40M+2.04%
Q2 2025182.1K$40M+2.20%
Q1 2025177.5K$34M+2.04%
Q4 2024176.4K$39M+2.33%
Q3 2024184.2K$34M+2.10%
Q2 2024183.1K$35M+2.35%
Q1 2024182.1K$33M+2.29%
Q4 2023183.4K$28M+2.13%
Q3 2023182.7K$23M+2.00%
Q2 2023181.8K$24M+2.03%
Q1 2023178.9K$18M+1.69%
Q4 2022171.7K$14M+1.41%
Q3 2022167.4K$19M+2.00%
Q2 2022114.9K$12M+1.31%
Q1 20225.1K$16M+1.71%
Q4 20214.7K$16M+1.58%
Q3 20214.5K$15M+1.65%
Q2 20214.4K$15M+1.78%
Q1 20214.2K$13M+1.76%
Q4 20204.0K$13M+1.93%

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