SEC 13F Intelligence

Momentum Wealth Planning, LLC / AMZN

Momentum Wealth Planning, LLC’s Amazon Com Inc Position

Does Momentum Wealth Planning, LLC own Amazon Com Inc (AMZN)? Yes — 12.5K shares worth $3M (+2.31% of its 13F portfolio) as of Q1 2026, down from 13.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
12.5K
% of Portfolio
+2.31%
Quarters Held
3
currently held

Position History AMZN

Reported value by quarter
Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.5K$3M+2.31%
Q4 202513.0K$3M+2.35%
Q3 202512.7K$3M+2.17%

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