SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / AMZN

Wellington Wealth Strategies, LLC.’s Amazon Com Inc Position

Does Wellington Wealth Strategies, LLC. own Amazon Com Inc (AMZN)? Yes — 16.7K shares worth $4M (+3.50% of its 13F portfolio) as of Q4 2024, down from 27.5K shares the prior filed quarter.

Position Value
$4M
Q4 2024
Shares
16.7K
% of Portfolio
+3.50%
Quarters Held
3
currently held

Position History AMZN

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q3 ’24: $5MQ3 ’24Q4 ’24: $4MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202416.7K$4M+3.50%
Q3 202427.5K$5M+3.89%
Q1 202423.2K$4M+1.95%

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