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TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by TruWealth Advisors, 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 Q1 2026 holdings

Shares (Q1 2026)
188,422
Value
$39.2M
% of portfolio
1.9%
Quarters held
21
Since Q1 2021
Holdings of AMZN by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026188,422$39.2M1.9%+2,937+1.6%AddedHolders
Q4 2025185,485$42.8M2.1%+1,908+1.0%AddedHolders
Q3 2025183,577$40.3M2.0%+1,437+0.8%AddedHolders
Q2 2025182,140$40.0M2.2%+4,659+2.6%AddedHolders
Q1 2025177,481$33.8M2.0%+1,126+0.6%AddedHolders
Q4 2024176,355$38.7M2.3%−7,818−4.2%ReducedHolders
Q3 2024184,173$34.3M2.1%+1,080+0.6%AddedHolders
Q2 2024183,093$35.4M2.4%+950+0.5%AddedHolders
Q1 2024182,143$32.9M2.3%−1,244−0.7%ReducedHolders
Q4 2023183,387$27.9M2.1%+694+0.4%AddedHolders
Q3 2023182,693$23.2M2.0%+888+0.5%AddedHolders
Q2 2023181,805$23.7M2.0%+2,905+1.6%AddedHolders
Q1 2023178,900$18.5M1.7%+7,233+4.2%AddedHolders
Q4 2022171,667$14.4M1.4%+4,311+2.6%AddedHolders
Q3 2022167,356$18.9M2.0%+52,432+45.6%AddedHolders
Q2 2022114,924$12.2M1.3%+13,864+13.7%AddedConverted for a 20-for-1 splitHolders
Q1 20225,053$16.5M1.7%+369+7.9%AddedHolders
Q4 20214,684$15.6M1.6%+181+4.0%AddedHolders
Q3 20214,503$14.8M1.6%+96+2.2%AddedHolders
Q2 20214,407$15.2M1.8%+208+5.0%AddedHolders
Q1 20214,199$13.0M1.8%––Holders

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