Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership167,632 shares
Latest Disclosed Value $ 34,912,782
Principle Wealth Partners Llc reports 1.99% increase in ownership of AMZ / Amazon.com, Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 167,632 shares of Amazon.com, Inc. (BG:AMZ) valued at $34,912,782 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 164,361 shares of Amazon.com, Inc.. This represents a change in shares of 1.99% 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)
2026-05-07 2026-03-31 13F AMAZON COM COM 023135106 167,632 3,271 1.99 34,913 -7.97 1.9952
2026-02-06 2025-12-31 13F AMAZON COM COM 023135106 164,361 3,813 2.37 37,938 7.62 2.1345
2025-11-03 2025-09-30 13F AMAZON COM COM 023135106 160,548 -829 -0.51 35,252 -0.43 2.0463
2025-07-30 2025-06-30 13F AMAZON COM COM 023135106 161,377 9,293 6.11 35,404 22.36 2.2112
2025-05-06 2025-03-31 13F AMAZON COM COM 023135106 152,084 1,301 0.86 28,936 -12.53 2.0682
2025-01-29 2024-12-31 13F AMAZON COM COM 023135106 150,783 -5,602 -3.58 33,080 13.52 2.3217
2024-11-13 2024-09-30 13F AMAZON COM COM 023135106 156,385 -1,034 -0.66 29,139 -4.21 2.0639
2024-08-13 2024-06-30 13F AMAZON COM COM 023135106 157,419 -618 -0.39 30,421 6.72 2.3154
2024-04-23 2024-03-31 13F/A-1 AMAZON COM COM 023135106 158,037 132 0.08 28,507 18.81 2.2263
2024-04-23 2024-03-31 13F AMAZON COM COM 023135106 158,037 132 28,507 2.2263
2024-02-05 2023-12-31 13F AMAZON COM COM 023135106 157,905 -286 -0.18 23,992 19.31 2.0654
2023-11-01 2023-09-30 13F AMAZON COM COM 023135106 158,191 1,233 0.79 20,109 -1.72 2.0207
2023-07-31 2023-06-30 13F AMAZON COM COM 023135106 156,958 -4,094 -2.54 20,461 23.00 2.0561
2023-05-10 2023-03-31 13F AMAZON COM COM 023135106 161,052 -3,750 -2.28 16,635 20.17 1.7784
2023-02-02 2022-12-31 13F AMAZON COM INC COM Stock 023135106 164,802 -1,457 -0.88 13,843 -26.32 1.5688
2022-11-14 2022-09-30 13F AMAZON COM INC COM Stock 023135106 166,259 3,454 2.12 18,787 8.65 1.7718
2022-08-02 2022-06-30 13F AMAZON COM INC COM Stock 023135106 162,805 155,448 2,112.93 17,291 -27.91 2.0808
2022-05-12 2022-03-31 13F AMAZON COM INC COM Stock 023135106 7,357 402 5.78 23,984 3.42 2.5220
2022-02-11 2021-12-31 13F AMAZON COM INC COM Stock 023135106 6,955 24 0.35 23,190 1.85 2.4348
2021-11-16 2021-09-30 13F AMAZON COM INC COM Stock 023135106 6,931 77 1.12 22,769 -3.44 2.6289
2021-08-13 2021-06-30 13F AMAZON COM INC COM Stock 023135106 6,854 -5 -0.07 23,579 11.11 2.6774
2021-05-18 2021-03-31 13F AMAZON COM INC COM Stock 023135106 6,859 -49 -0.71 21,222 -5.68 2.4816
2021-02-16 2020-12-31 13F AMAZON COM INC COM Stock 023135106 6,908 2,413 53.68 22,499 58.96 2.9645
2020-11-16 2020-09-30 13F AMAZON COM INC COM Stock 023135106 4,495 -8 -0.18 14,154 13.93 3.9440
2020-08-14 2020-06-30 13F AMAZON COM INC COM Stock 023135106 4,503 24 0.54 12,423 42.25 3.6477
2020-05-13 2020-03-31 13F AMAZON COM INC COM Stock 023135106 4,479 1,242 38.37 8,733 46.01 3.2770
2020-02-04 2019-12-31 13F AMAZON COM INC COM Stock 023135106 3,237 81 2.57 5,981 9.16 1.9100
2019-11-05 2019-09-30 13F AMAZON COM INC COM Stock 023135106 3,156 244 8.38 5,479 -0.63 1.8941
2019-11-05 2019-06-30 13F AMAZON COM INC COM Stock 023135106 2,912 390 15.46 5,514 22.78 2.8367
2019-10-30 2019-03-31 13F AMAZON COM INC COM Stock 023135106 2,522 120 5.00 4,491 24.47 2.5685
2019-10-10 2018-12-31 13F AMAZON.COM Com 023135106 2,402 2,402 3,608 3.0277
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.