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Phillips Financial Management, LLC

SEC CIK
0001350660
Latest filing
Aug 3, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Phillips Financial Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMZN overviewAll 13F holders of AMZNFull Q2 2026 holdings

Shares (Q2 2026)
10,278
Value
$2.45M
% of portfolio
0.2%
Quarters held
17
Since Q1 2022
Holdings of AMZN by Phillips Financial Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,278$2.45M0.2%+75+0.7%AddedHolders
Q1 202610,203$2.12M0.2%−118−1.1%ReducedHolders
Q4 202510,321$2.38M0.2%+811+8.5%AddedHolders
Q3 20259,510$2.09M0.1%+1,445+17.9%AddedHolders
Q2 20258,065$1.77M0.1%+858+11.9%AddedHolders
Q1 20257,207$1.37M0.1%+264+3.8%AddedHolders
Q4 20246,943$1.52M0.1%+371+5.6%AddedHolders
Q3 20246,572$1.22M0.1%+140+2.2%AddedHolders
Q2 20246,432$1.24M0.1%+66+1.0%AddedHolders
Q1 20246,366$1.15M0.1%−204−3.1%ReducedHolders
Q4 20236,570$998.2K0.1%+513+8.5%AddedHolders
Q3 20236,057$770.0K0.1%+2,251+59.1%AddedHolders
Q2 20233,806$496.1K<0.1%+166+4.6%AddedHolders
Q1 20233,640$376.0K<0.1%+81+2.3%AddedHolders
Q4 20223,559$299.0K<0.1%+591+19.9%AddedHolders
Q3 20222,968$335.0K<0.1%+2,968NewHolders
Q2 20220$00.0%−2,580−100.0%Sold outConverted for a 20-for-1 splitHolders
Q1 2022129$421.0K<0.1%+129NewHolders