Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership43,607 shares
Latest Disclosed Value $ 9,082,030
Aries Wealth Management reports 1.60% increase in ownership of AMZ / Amazon.com, Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 43,607 shares of Amazon.com, Inc. (BG:AMZ) valued at $9,082,030 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 42,922 shares of Amazon.com, Inc.. This represents a change in shares of 1.60% 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)
2026-05-14 2026-03-31 13F AMAZON COM COM 023135106 43,607 685 1.60 9,082 -8.33 1.9968
2026-01-30 2025-12-31 13F AMAZON COM COM 023135106 42,922 154 0.36 9,907 5.51 2.1936
2025-11-10 2025-09-30 13F AMAZON COM COM 023135106 42,768 70 0.16 9,391 0.25 2.2219
2025-07-28 2025-06-30 13F AMAZON COM COM 023135106 42,698 870 2.08 9,368 17.71 2.4479
2025-04-17 2025-03-31 13F AMAZON COM COM 023135106 41,828 1,441 3.57 7,958 -10.18 2.1609
2025-01-30 2024-12-31 13F AMAZON COM COM 023135106 40,387 -230 -0.57 8,861 17.07 2.4395
2024-10-31 2024-09-30 13F AMAZON COM COM 023135106 40,617 -366 -0.89 7,568 -4.43 2.0803
2024-07-25 2024-06-30 13F AMAZON COM COM 023135106 40,983 295 0.73 7,920 7.90 2.4956
2024-05-03 2024-03-31 13F AMAZON COM COM 023135106 40,688 -709 -1.71 7,339 16.70 2.3653
2024-01-10 2023-12-31 13F AMAZON COM COM 023135106 41,397 10,833 35.44 6,290 55.25 2.2430
2023-10-19 2023-09-30 13F AMAZON COM COM 023135106 30,564 751 2.52 4,051 4.25 1.5857
2023-07-14 2023-06-30 13F AMAZON COM COM 023135106 29,813 52 0.17 3,886 26.42 1.5069
2023-04-11 2023-03-31 13F AMAZON COM COM 023135106 29,761 540 1.85 3,074 25.26 1.2606
2023-01-19 2022-12-31 13F AMAZON COM COM 023135106 29,221 585 2.04 2,455 -16.33 1.0580
2022-11-02 2022-09-30 13F AMAZON COM COM 023135106 28,636 -189 -0.66 2,933 -4.21 1.2981
2022-07-27 2022-06-30 13F AMAZON COM COM 023135106 28,825 28,445 7,485.53 3,062 147.13 1.3903
2022-04-25 2022-03-31 13F AMAZON COM COM 023135106 380 -863 -69.43 1,239 -70.11 0.5364
2022-06-06 2021-12-31 13F/A-1 AMAZON COM COM 023135106 1,243 48 4.02 4,145 5.58 1.5795
2022-01-18 2021-12-31 13F AMAZON COM COM 023135106 3,729 2,534 12,434 0.6805
2021-10-13 2021-09-30 13F AMAZON COM COM 023135106 1,195 28 2.40 3,926 -2.22 1.6607
2021-07-14 2021-06-30 13F AMAZON COM COM 023135106 1,167 11 0.95 4,015 4.20 1.7173
2021-04-20 2021-03-31 13F AMAZON COM COM 023135106 1,156 74 6.84 3,853 11.88 1.7308
2021-01-22 2020-12-31 13F AMAZON COM COM 023135106 1,082 -21 -1.90 3,444 -0.84 1.7206
2020-10-14 2020-09-30 13F AMAZON COM COM 023135106 1,103 -93 -7.78 3,473 5.24 1.9712
2020-07-09 2020-06-30 13F AMAZON COM COM 023135106 1,196 -6 -0.50 3,300 43.10 2.0143
2020-04-09 2020-03-31 13F AMAZON COM COM 023135106 1,202 -11 -0.91 2,306 -0.09 1.7581
2020-01-13 2019-12-31 13F AMAZON COM COM 023135106 1,213 0 0.00 2,308 9.85 1.4089
2019-10-22 2019-09-30 13F AMAZON COM COM 023135106 1,213 0 0.00 2,101 -10.86 1.3974
2019-07-15 2019-06-30 13F AMAZON COM COM 023135106 1,213 -2 -0.16 2,357 8.92 1.6477
2019-04-09 2019-03-31 13F AMAZON COM COM 023135106 1,215 -3 -0.25 2,164 18.32 1.6180
2019-01-15 2018-12-31 13F AMAZON COM COM 023135106 1,218 54 4.64 1,829 -21.54 1.9395
2018-11-14 2018-09-30 13F AMAZON COM COM 023135106 1,164 0 0.00 2,331 12.66 2.0931
2018-08-07 2018-06-30 13F AMAZON COM COM 023135106 1,164 -5 -0.43 2,069 23.23 1.9127
2018-04-17 2018-03-31 13F AMAZON COM COM 023135106 1,169 46 4.10 1,679 15.47 1.6267
2018-02-05 2017-12-31 13F AMAZON COM COM 023135106 1,123 1,123 1,454 1.3389
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.