SEC 13F Intelligence

Apex Wealth Management, LLC / AMZN

Apex Wealth Management, LLC’s Amazon Com Inc Position

Does Apex Wealth Management, LLC own Amazon Com Inc (AMZN)? Yes — 20.9K shares worth $4M (+2.98% of its 13F portfolio) as of Q1 2026, up from 10.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
20.9K
% of Portfolio
+2.98%
Quarters Held
6
currently held

Position History AMZN

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.9K$4M+2.98%
Q4 202510.6K$3M+2.56%
Q3 202520.5K$5M+3.22%
Q2 202519.7K$4M+3.46%
Q1 202519.2K$4M+3.28%
Q4 202419.0K$4M+3.60%

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