Form 13-F position report

AMAZON COM INC;COM USD0.01

Reported by WJ Wealth Management LLC

AMZN CUSIP 023135106 Manager CIK 0001801674

Reported 20,002 shares, up 534 (2.7%) from the prior quarter.

Reported value 22.0%; share count 2.7% vs. the prior quarter.

Added
% of reported 13F value 1.44% This manager · Q1 2024
Shares 20,002 Quarter-end amount reported
Reported value $3,607,964 Fair value at quarter end
Consecutive quarters held 18 Through Q1 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 2128000
2022-03-31 2037000
2022-06-30 2121000
2022-09-30 2212000
2022-12-31 1530480
2023-03-31 940971
2023-06-30 2497178
2023-09-30 2454940
2023-12-31 2957968
2024-03-31 3607964
2024-06-30 6174736
2024-09-30 5044336
2024-12-31 5305732
2025-03-31 4318336
2025-06-30 4758574
2025-09-30 2609735
2025-12-31 2465621
2026-03-31 2160595
2026-06-30 2459670
2026-09-30 2606109

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for AMAZON COM INC;COM USD0.01 held by WJ Wealth Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 10,460 +140 (1.4%) 1.06% $2,606,109 2026-11-03
Q2 2026 Reduced 10,320 -54 (-0.5%) 0.97% $2,459,670 2026-08-03
Q1 2026 Reduced 10,374 -308 (-2.9%) 1.01% $2,160,595 2026-04-29
Q4 2025 Reduced 10,682 -4 (0.0%) 1.08% $2,465,621 2026-02-05
Q3 2025 Reduced 10,686 -11,004 (-50.7%) 1.15% $2,609,735 2025-11-17
Q2 2025 Reduced 21,690 -1,008 (-4.4%) 1.5% $4,758,574 2025-07-28
Q1 2025 Reduced 22,698 -1,486 (-6.1%) 1.53% $4,318,336 2025-04-25
Q4 2024 Reduced 24,184 -2,888 (-10.7%) 1.83% $5,305,732 2025-01-24
Q3 2024 Reduced 27,072 -4,880 (-15.3%) 1.78% $5,044,336 2024-11-01
Q2 2024 Added 31,952 +11,950 (59.7%) 2.25% $6,174,736 2024-08-12
Q1 2024 Added 20,002 +534 (2.7%) 1.44% $3,607,964 2024-04-18
Q4 2023 Added 19,468 +156 (0.8%) 1.29% $2,957,968 2024-01-16
Q3 2023 Added 19,312 +156 (0.8%) 1.19% $2,454,940 2023-10-11
Q2 2023 Added 19,156 +10,046 (110.3%) 1.18% $2,497,178 2023-07-12
Q1 2023 Reduced 9,110 -9,110 (-50.0%) 0.64% $940,971 2023-04-12
Q4 2022 Reduced 18,220 -1,360 (-6.9%) 0.89% $1,530,480 2023-02-15
Q3 2022 Reduced 19,580 -400 (-2.0%) 1.39% $2,212,000 2022-10-18
Q2 2022 Added 19,980* +7,480 (59.8%) 1.51% $2,121,000 2022-08-05
Q1 2022 Reduced 625 -13 (-2.0%) 1.35% $2,037,000 2022-05-13
Q4 2021 Unchanged 638 0 (0.0%) 1.27% $2,128,000 2022-02-14
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

4943 managers reported AMAZON COM INC;COM USD0.01 for Q1 2024.

Managers reporting AMAZON COM INC;COM USD0.01 in Q1 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 785,811,114 +14,724,687 2.81% $141,744,608,743 44 qtrs
BlackRock Inc Added 638,536,295 +11,364,533 2.68% $115,179,176,877 44 qtrs
STATE STREET CORPORATION Added 351,606,995 +6,937,278 2.83% $63,422,869,758 34 qtrs
FMR LLC Added 325,059,822 +8,910,060 3.94% $58,634,290,774 44 qtrs
BANK OF MONTREAL Added 25,667,197 +345,766 13.66% $45,045,930,735 44 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 189,705,475 -2,734,252 4.19% $34,219,075,000 44 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 187,842,762 +7,004,185 3.12% $33,787,171,047 44 qtrs
JPMorgan Chase & Co Added 171,938,390 +7,573,641 2.62% $31,014,247,027 44 qtrs
MORGAN STANLEY Added 161,229,566 +2,593,890 2.33% $29,082,589,773 44 qtrs
NORGES BANK Reduced 112,360,870 -4,136,109 3.2% $20,267,653,731 44 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
April 18, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
20,002

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.