SEC 13F Intelligence

Iams Wealth Management, LLC / AMZN

Iams Wealth Management, LLC’s Amazon Com Inc Position

Does Iams Wealth Management, LLC own Amazon Com Inc (AMZN)? Yes — 23.1K shares worth $6M (+1.66% of its 13F portfolio) as of Q2 2026, up from 22.2K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
23.1K
% of Portfolio
+1.66%
Quarters Held
12
currently held

Position History AMZN

Reported value by quarter
Q3 ’23: $243,435Q3 ’23Q4 ’23: $488,031Q1 ’24: $607,272Q1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $3MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $5MQ1 ’26Q2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202623.1K$6M+1.66%
Q1 202622.2K$5M+1.61%
Q4 202518.4K$4M+1.53%
Q3 202512.7K$3M+1.12%
Q2 20259.6K$2M+0.96%
Q1 202513.1K$2M+1.14%
Q4 202412.1K$3M+1.21%
Q3 202411.2K$2M+1.02%
Q2 20249.2K$2M+0.97%
Q1 20243.5K$607,272+0.37%
Q4 20233.2K$488,031+0.32%
Q3 20231.9K$243,435+0.17%

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