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Schwallier Wealth Management LLC

SEC CIK
0001934951
Latest filing
Aug 14, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Schwallier 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)
1,683
Value
$401.1K
% of portfolio
0.3%
Quarters held
9
Since Q4 2023
Holdings of AMZN by Schwallier Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,683$401.1K0.3%−51−2.9%ReducedHolders
Q1 20261,734$361.1K0.3%−10−0.6%ReducedHolders
Q4 20251,744$417.3K0.3%+50+3.0%AddedHolders
Q3 20251,694$372.0K0.2%+35+2.1%AddedHolders
Q2 20251,659$364.0K0.2%−62−3.6%ReducedHolders
Q1 20251,721$327.4K0.2%+510+42.1%AddedHolders
Q4 20241,211$265.7K0.2%+1,211NewHolders
Q3 20240$00.0%−1,044−100.0%Sold outHolders
Q2 20241,044$201.8K0.2%+1,044NewHolders
Q1 20240$00.0%−2,976−100.0%Sold outHolders
Q4 20232,976$452.2K0.4%–No prior filingHolders