Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership35,065 shares
Latest Disclosed Value $ 7,302,988
Keudell/Morrison Wealth Management reports 2.76% increase in ownership of AMZ / Amazon.com, Inc.

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 35,065 shares of Amazon.com, Inc. (BG:AMZ) valued at $7,302,988 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 34,122 shares of Amazon.com, Inc.. This represents a change in shares of 2.76% 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)
2026-04-20 2026-03-31 13F AMAZON COM COM 023135106 35,065 943 2.76 7,303 -7.29 1.4934
2026-02-06 2025-12-31 13F AMAZON COM COM 023135106 34,122 1,555 4.77 7,876 10.25 1.6549
2025-07-22 2025-06-30 13F AMAZON COM COM 023135106 32,567 1,403 4.50 7,145 20.49 1.5854
2025-04-23 2025-03-31 13F AMAZON COM COM 023135106 31,164 290 0.94 5,929 -12.46 1.3984
2025-01-23 2024-12-31 13F AMAZON COM COM 023135106 30,874 51 0.17 6,773 17.93 1.7655
2024-10-31 2024-09-30 13F AMAZON COM COM 023135106 30,823 -173 -0.56 5,743 -4.11 1.5590
2024-07-16 2024-06-30 13F AMAZON COM COM 023135106 30,996 -672 -2.12 5,990 4.85 1.7525
2024-05-07 2024-03-31 13F AMAZON COM COM 023135106 31,668 223 0.71 5,712 19.57 1.7290
2024-02-14 2023-12-31 13F AMAZON COM COM 023135106 31,445 -169 -0.53 4,778 18.89 1.5764
2023-10-18 2023-09-30 13F AMAZON COM COM 023135106 31,614 -1,383 -4.19 4,019 -6.58 1.2250
2023-07-20 2023-06-30 13F AMAZON COM COM 023135106 32,997 -351 -1.05 4,301 24.88 1.2397
2023-04-18 2023-03-31 13F AMAZON COM COM 023135106 33,348 3,888 13.20 3,445 39.21 1.0146
2023-01-20 2022-12-31 13F AMAZON COM COM 023135106 29,460 -2,363 -7.43 2,475 -31.20 0.7941
2022-10-12 2022-09-30 13F AMAZON COM COM 023135106 31,823 -1,389 -4.18 3,596 1.96 1.3455
2022-07-18 2022-06-30 13F AMAZON COM COM 023135106 33,212 31,633 2,003.36 3,527 -31.47 1.2814
2022-04-18 2022-03-31 13F AMAZON COM COM 023135106 1,579 61 4.02 5,147 1.68 2.1521
2022-02-08 2021-12-31 13F AMAZON COM COM 023135106 1,518 46 3.12 5,062 4.67 1.9986
2021-12-08 2021-09-30 13F/A-1 AMAZON COM COM 023135106 1,472 39 2.72 4,836 -1.91 2.0734
2021-10-20 2021-09-30 13F AMAZON COM COM 023135106 1,472 39 4,836 2.0777
2021-07-13 2021-06-30 13F AMAZON COM COM 023135106 1,433 137 10.57 4,930 22.94 2.6990
2021-04-13 2021-03-31 13F AMAZON COM COM 023135106 1,296 237 22.38 4,010 16.27 2.3269
2021-02-12 2020-12-31 13F AMAZON COM COM 023135106 1,059 70 7.08 3,449 10.76 2.1895
2020-10-20 2020-09-30 13F AMAZON COM COM 023135106 989 36 3.78 3,114 18.45 2.0013
2020-07-14 2020-06-30 13F AMAZON COM COM 023135106 953 152 18.98 2,629 68.31 2.1743
2020-04-20 2020-03-31 13F AMAZON COM COM 023135106 801 69 9.43 1,562 15.45 1.5279
2020-01-29 2019-12-31 13F AMAZON COM COM 023135106 732 25 3.54 1,353 10.27 0.9356
2019-11-13 2019-09-30 13F AMAZON COM COM 023135106 707 0 0.00 1,227 -3.23 1.0124
2019-08-23 2019-06-30 13F/A-1 AMAZON COM COM 023135106 707 0 0.00 1,268 0.71 1.1104
2019-08-21 2019-03-31 13F AMAZON COM COM 023135106 707 707 1,259 1.1076
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.