Axim Planning & Wealth’s Amazon AMZN Stock Holding History

Axim Planning & Wealth’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Buy	+970	New	+$214K	0.25%	77
2025 Q4	–	Sell	-958	Closed	-$210K	–	75
2025 Q3	$210K	Sell	958 -307	-24%	-$69.5K	0.17%	77
2025 Q2	$278K	Buy	1,265 +154	+14%	+$30.5K	0.25%	39
2025 Q1	$211K	Sell	1,111 -181	-14%	-$39.3K	0.19%	38
2024 Q4	$283K	Buy	1,292 +9	+0.7%	+$1.84K	0.3%	24
2024 Q3	$239K	Buy	1,283 +87	+7%	+$15.9K	0.27%	25
2024 Q2	$231K	Buy	1,196 +80	+7%	+$14.7K	0.28%	22
2024 Q1	$201K	Buy	+1,116	New	+$186K	0.16%	22
2022 Q4	–	Sell	-1,605	Closed	-$181K	–	31
2022 Q3	$181K	Buy	1,605 +1,027	+178%	+$130K	0.18%	21
2022 Q2	$61K	Buy	+578	New	+$72.3K	0.05%	36

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Axim Planning & Wealth's AMZN Position: Q1 2026 in Review

Axim Planning & Wealth opened a new position in Amazon (AMZN) in Q1 2026: 970 shares worth $202K. The stake represents 0.25% of the portfolio and ranks #77 among its holdings. This is a return to the name: Axim Planning & Wealth previously reported a position in AMZN as recently as Q3 2025.

Axim Planning & Wealth first reported a position in AMZN in Q2 2022 and has held it in 10 quarters since. The position peaked at $283K in Q4 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Axim Planning & Wealth held 970 shares of Amazon worth $202K as of Q1 2026.
Amazon was a new Axim Planning & Wealth position in Q1 2026.
Amazon made up 0.25% of Axim Planning & Wealth's portfolio in Q1 2026, its #77 holding.
Axim Planning & Wealth first reported a position in Amazon in Q2 2022 and has held it in 10 quarters since.
Axim Planning & Wealth's Amazon position peaked at $283K in Q4 2024.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.