SEC 13F Intelligence

Mowery & Schoenfeld Wealth Management, LLC / AMZN

Mowery & Schoenfeld Wealth Management, LLC’s Amazon Com Inc Position

Does Mowery & Schoenfeld Wealth Management, LLC own Amazon Com Inc (AMZN)? Yes — 3.4K shares worth $713,413 (+1.09% of its 13F portfolio) as of Q1 2026, down from 3.9K shares the prior filed quarter.

Position Value
$713,413
Q1 2026
Shares
3.4K
% of Portfolio
+1.09%
Quarters Held
9
currently held

Position History AMZN

Reported value by quarter
Q1 ’24: $69,162Q1 ’24Q2 ’24: $121,056Q3 ’24: $209,886Q3 ’24Q4 ’24: $327,861Q1 ’25: $692,627Q1 ’25Q2 ’25: $781,999Q3 ’25: $751,022Q3 ’25Q4 ’25: $908,143Q1 ’26: $713,413Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.4K$713,413+1.09%
Q4 20253.9K$908,143+1.32%
Q3 20253.4K$751,022+1.29%
Q2 20253.6K$781,999+1.19%
Q1 20253.6K$692,627+1.36%
Q4 20241.5K$327,861+0.64%
Q3 20241.1K$209,886+0.33%
Q2 2024626$121,056+0.17%
Q1 2024383$69,162+0.13%

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