Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership54,318 shares
Latest Disclosed Value $ 11,312,810
Pinnacle Wealth Planning Services, Inc. reports 0.94% decrease in ownership of AMZ / Amazon.com, Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 54,318 shares of Amazon.com, Inc. (BG:AMZ) valued at $11,312,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 54,834 shares of Amazon.com, Inc.. This represents a change in shares of -0.94% 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)
2026-05-11 2026-03-31 13F AMAZON COM COM 023135106 54,318 -516 -0.94 11,313 -10.62 1.1687
2026-02-13 2025-12-31 13F AMAZON COM COM 023135106 54,834 -1,208 -2.16 12,657 2.85 1.3215
2025-11-13 2025-09-30 13F Amazon com COM 023135106 56,042 5,714 11.35 12,305 11.45 1.4418
2025-08-11 2025-06-30 13F AMAZON.COM COM 023135106 50,328 5,017 11.07 11,041 28.09 1.4522
2025-05-15 2025-03-31 13F AMAZON.COM COM 023135106 45,311 982 2.22 8,621 -11.36 1.2960
2025-02-27 2024-12-31 13F/A-1 AMAZON.COM COM 023135106 44,329 -11,485 -20.58 9,725 -6.48 1.4613
2025-02-06 2024-12-31 13F AMAZON.COM COM 023135106 44,329 -11,485 9,725 1.3578
2024-11-13 2024-09-30 13F AMAZON.COM Stock 023135106 55,814 755 1.37 10,400 -2.27 1.4126
2024-08-09 2024-06-30 13F AMAZON.COM Stock 023135106 55,059 315 0.58 10,640 7.76 1.5203
2024-05-10 2024-03-31 13F AMAZON.COM Stock 023135106 54,744 -1,825 -3.23 9,875 14.88 1.4467
2024-02-08 2023-12-31 13F AMAZON.COM Stock 023135106 56,569 614 1.10 8,595 20.84 1.3502
2023-11-08 2023-09-30 13F AMAZON.COM Stock 023135106 55,955 3,970 7.64 7,113 4.97 1.1724
2023-08-07 2023-06-30 13F AMAZON.COM Stock 023135106 51,985 -746 -1.41 6,777 24.42 1.0945
2023-05-03 2023-03-31 13F AMAZON.COM Stock 023135106 52,731 13,914 35.85 5,447 67.06 0.9051
2023-02-13 2022-12-31 13F AMAZON.COM Stock 023135106 38,817 -11,625 -23.05 3,261 -42.81 0.5793
2022-11-09 2022-09-30 13F AMAZON.COM Stock 023135106 50,442 6,301 14.27 5,700 21.59 1.0537
2022-08-03 2022-06-30 13F AMAZON.COM Stock 023135106 44,141 42,002 1,963.63 4,688 -32.77 0.8422
2022-04-20 2022-03-31 13F AMAZON.COM Stock 023135106 2,139 -150 -6.55 6,973 -8.65 1.2704
2022-01-21 2021-12-31 13F AMAZON.COM Stock 023135106 2,289 177 8.38 7,633 10.02 1.4911
2021-10-29 2021-09-30 13F AMAZON.COM Stock 023135106 2,112 76 3.73 6,938 -0.96 1.5336
2021-08-02 2021-06-30 13F AMAZON.COM Stock 023135106 2,036 9 0.44 7,005 11.69 1.6293
2021-04-29 2021-03-31 13F AMAZON.COM Stock 023135106 2,027 185 10.04 6,272 4.53 1.6085
2021-02-12 2020-12-31 13F AMAZON.COM Stock 023135106 1,842 74 4.19 6,000 7.78 1.4335
2020-11-03 2020-09-30 13F AMAZON.COM Stock 023135106 1,768 10 0.57 5,567 14.78 1.8383
2020-07-27 2020-06-30 13F AMAZON.COM Stock 023135106 1,758 -230 -11.57 4,850 25.16 1.5752
2020-05-11 2020-03-31 13F AMAZON.COM Stock 023135106 1,988 594 42.61 3,875 50.49 1.8403
2020-02-07 2019-12-31 13F AMAZON.COM Stock 023135106 1,394 323 30.16 2,575 38.52 1.2112
2019-10-31 2019-09-30 13F AMAZON.COM Stock 023135106 1,071 142 15.29 1,859 5.69 1.0121
2019-08-06 2019-06-30 13F AMAZON.COM Stock 023135106 929 168 22.08 1,759 29.72 1.0615
2019-05-08 2019-03-31 13F AMAZON.COM Stock 023135106 761 -118 -13.42 1,356 2.73 0.9101
2019-03-01 2018-12-31 13F AMAZON.COM Stock 023135106 879 66 8.12 1,320 -18.87 0.8447
2019-02-28 2018-09-30 13F AMAZON.COM Stock 023135106 813 -32 -3.79 1,627 13.30 1.4877
2019-02-28 2018-06-30 13F AMAZON.COM Stock 023135106 845 111 15.12 1,436 35.22 1.3948
2019-02-28 2018-03-31 13F AMAZON.COM Stock 023135106 734 577 367.52 1,062 477.17 1.0923
2018-02-12 2017-12-31 13F AMAZON COM INC COM Stock 023135106 157 157 184 0.3748
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.