Amazon.com, Inc.
MX ˙ BMV ˙ US0231351067
SecurityMX:AMZN / Amazon.com, Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership526,571 shares
Latest Disclosed Value $ 109,668,949
Integrated Wealth Concepts LLC reports 83.94% increase in ownership of AMZN / Amazon.com, Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 526,571 shares of Amazon.com, Inc. (MX:AMZN) valued at $109,668,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 286,268 shares of Amazon.com, Inc.. This represents a change in shares of 83.94% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AMAZON COM Common Stock 023135106 526,571 240,303 83.94 109,669 65.97 0.8747
2026-02-13 2025-12-31 13F AMAZON COM Common Stock 023135106 286,268 -197,597 -40.84 66,076 -37.81 0.7850
2025-11-14 2025-09-30 13F AMAZON COM Common Stock 023135106 483,865 14,507 3.09 106,242 3.18 0.9501
2025-08-14 2025-06-30 13F AMAZON COM Common Stock 023135106 469,358 27,928 6.33 102,972 22.61 1.0330
2025-05-15 2025-03-31 13F AMAZON COM Common Stock 023135106 441,430 2,440 0.56 83,986 -12.80 0.9794
2025-02-14 2024-12-31 13F AMAZON COM Common Stock 023135106 438,990 64,614 17.26 96,310 38.06 1.1191
2024-11-14 2024-09-30 13F AMAZON COM Common Stock 023135106 374,376 13,953 3.87 69,758 0.15 0.8501
2024-08-14 2024-06-30 13F AMAZON COM Common Stock 023135106 360,423 -29,339 -7.53 69,652 -0.93 0.9514
2024-05-15 2024-03-31 13F AMAZON COM Common Stock 023135106 389,762 19,087 5.15 70,306 24.83 1.0186
2024-02-13 2023-12-31 13F AMAZON COM Common Stock 023135106 370,675 -9,270 -2.44 56,320 16.61 0.9227
2023-11-15 2023-09-30 13F AMAZON COM Common Stock 023135106 379,945 8,213 2.21 48,299 -0.33 0.8520
2023-08-15 2023-06-30 13F AMAZON COM Common Stock 023135106 371,732 63,249 20.50 48,459 156,216.13 0.8304
2023-05-03 2023-03-31 13F AMAZON COM Common Stock 023135106 308,483 129,350 72.21 32 106.67 0.6568
2023-02-13 2022-12-31 13F AMAZON COM Common Stock 023135106 179,133 7,924 4.63 15 -99.92 0.4089
2022-11-14 2022-09-30 13F AMAZON COM Common Stock 023135106 171,209 -5,461 -3.09 19,347 3.11 0.6181
2022-08-08 2022-06-30 13F AMAZON COM Common Stock 023135106 176,670 168,890 2,170.82 18,764 -26.02 0.5843
2022-05-12 2022-03-31 13F AMAZON COM Common Stock 023135106 7,780 537 7.41 25,362 5.01 0.7752
2022-02-15 2021-12-31 13F AMAZON COM Common Stock 023135106 7,243 -153 -2.07 24,152 -0.60 0.7181
2021-11-15 2021-09-30 13F AMAZON COM Common Stock 023135106 7,396 1,220 19.75 24,297 14.35 0.7907
2021-08-13 2021-06-30 13F AMAZON COM Common Stock 023135106 6,176 60 0.98 21,247 12.28 0.7528
2021-05-13 2021-03-31 13F AMAZON COM Common Stock 023135106 6,116 1,101 21.95 18,923 15.85 0.7769
2021-02-12 2020-12-31 13F AMAZON COM Common Stock 023135106 5,015 270 5.69 16,334 9.32 0.7727
2020-11-13 2020-09-30 13F AMAZON COM Common Stock 023135106 4,745 335 7.60 14,941 22.81 0.9210
2020-07-30 2020-06-30 13F AMAZON COM Common Stock 023135106 4,410 207 4.93 12,166 48.46 0.8753
2020-05-18 2020-03-31 13F AMAZON COM Common Stock 023135106 4,203 282 7.19 8,195 13.11 0.7570
2020-02-20 2019-12-31 13F AMAZON COM Common Stock 023135106 3,921 183 4.90 7,245 11.65 0.6113
2019-11-15 2019-09-30 13F AMAZON COM Common Stock 023135106 3,738 540 16.89 6,489 12.44 0.7298
2019-08-15 2019-06-30 13F AMAZON COM Common Stock 023135106 3,198 1,308 69.21 5,771 71.45 0.7559
2019-05-15 2019-03-31 13F AMAZON COM Common Stock 023135106 1,890 566 42.75 3,366 69.23 0.5698
2019-02-14 2018-12-31 13F AMAZON COM Common Stock 023135106 1,324 211 18.96 1,989 -10.85 0.5404
2018-11-13 2018-09-30 13F AMAZON COM Common Stock 023135106 1,113 135 13.80 2,231 33.11 0.6740
2018-07-26 2018-06-30 13F AMAZON COM Common Stock 023135106 978 41 4.38 1,676 30.33 0.5721
2018-05-15 2018-03-31 13F AMAZON COM Common Stock 023135106 937 79 9.21 1,286 20.19 0.5156
2018-05-15 2017-12-31 13F AMAZON COM Common Stock 023135106 858 858 1,070 0.4578
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.