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BWM Planning’s Amazon AMZN Stock Holding History

BWM Planning’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 		– Sell
-986
Closed -$228K – 88
2025
Q4 		$228K Buy
+986
New +$226K 0.06% 84

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BWM Planning's AMZN Position: Q1 2026 in Review

BWM Planning sold out of Amazon (AMZN) in Q1 2026, closing a stake of 986 shares — an estimated $228K sold.

BWM Planning first reported a position in AMZN in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • BWM Planning reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
  • BWM Planning sold 986 Amazon shares in Q1 2026, an estimated $228K.
  • BWM Planning first reported a position in Amazon in Q4 2025 and held it in 1 quarter.
  • BWM Planning's Amazon position peaked at $228K in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.