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Livermore
Livermore
ZHEN

Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Monticello Wealth 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)
29,260
Value
$6.97M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of AMZN by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,260$6.97M0.4%+3,240+12.5%AddedHolders
Q1 202626,020$5.42M0.3%−1,265−4.6%ReducedHolders
Q4 202527,285$6.30M0.4%+2,111+8.4%AddedHolders
Q3 202525,174$5.53M0.4%+1,908+8.2%AddedHolders
Q2 202523,266$5.10M0.4%−2,548−9.9%ReducedHolders
Q1 202525,814$4.91M0.4%+2,879+12.6%AddedHolders
Q4 202422,935$5.03M0.4%+953+4.3%AddedHolders
Q3 202421,982$4.10M0.4%00.0%UnchangedHolders
Q2 202421,982$4.25M0.4%+101+0.5%AddedHolders
Q1 202421,881$3.95M0.4%−2,194−9.1%ReducedHolders
Q4 202324,075$3.66M0.3%−1,931−7.4%ReducedHolders
Q3 202326,006$3.31M0.3%+1,899+7.9%AddedHolders
Q2 202324,107$3.14M0.3%−343−1.4%ReducedHolders
Q1 202324,450$2.10M0.2%+1,373+5.9%AddedHolders
Q4 202223,077$1.94M0.2%+20+0.1%AddedHolders
Q3 202223,057$2.61M0.3%−67−0.3%ReducedHolders
Q2 202223,124$2.46M0.3%00.0%UnchangedConverted for a 20-for-1 splitHolders
Q1 20221,151$3.75M0.4%+9+0.8%AddedHolders
Q4 20211,142$3.81M0.3%+329+40.5%AddedHolders
Q3 2021813$2.67M0.3%00.0%UnchangedHolders
Q2 2021813$2.80M0.3%+36+4.6%AddedHolders
Q1 2021777$2.40M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.