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Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Sax Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
43,306
Value
$9.02M
% of portfolio
0.4%
Quarters held
20
Since Q1 2021
Holdings of AMZN by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,306$9.02M0.4%+5,947+15.9%AddedHolders
Q1 202637,359$8.62M0.4%−1,804−4.6%ReducedHolders
Q4 202539,163$9.04M0.4%+2,858+7.9%AddedHolders
Q3 202536,305$7.97M0.4%+2,595+7.7%AddedHolders
Q2 202533,710$7.40M0.4%+5,783+20.7%AddedHolders
Q1 202527,927$5.31M0.4%+810+3.0%AddedHolders
Q4 202427,117$5.95M0.5%+27,117NewHolders
Q3 20240$00.0%−24,062−100.0%Sold outHolders
Q2 202424,062$4.65M0.4%+24,062NewHolders
Q1 20240$00.0%−18,033−100.0%Sold outHolders
Q4 202318,033$2.74M0.4%+140+0.8%AddedHolders
Q3 202317,893$2.27M0.4%+2,727+18.0%AddedHolders
Q2 202315,166$1.98M0.4%−151−1.0%ReducedHolders
Q1 202315,317$1.58M0.3%+4,340+39.5%AddedHolders
Q4 202210,977$922.0K0.2%−3,826−25.8%ReducedHolders
Q3 202214,803$1.67M0.4%−200−1.3%ReducedHolders
Q2 202215,003$1.59M0.4%+4,743+46.2%AddedConverted for a 20-for-1 splitHolders
Q1 2022513$1.67M0.4%+36+7.5%AddedHolders
Q4 2021477$1.59M0.3%+164+52.4%AddedHolders
Q3 2021313$1.03M0.2%+23+7.9%AddedHolders
Q2 2021290$998.0K0.3%−6−2.0%ReducedHolders
Q1 2021296$916.0K0.3%––Holders

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