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 Q2	$416K	Buy	+1,747	New	+$439K	0.1%	72
2026 Q1	–	Sell	-986	Closed	-$228K	–	88
2025 Q4	$228K	Buy	+986	New	+$226K	0.06%	84

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BWM Planning's AMZN Position: Q2 2026 in Review

BWM Planning opened a new position in Amazon (AMZN) in Q2 2026: 1,747 shares worth $416K. The stake represents 0.1% of the portfolio and ranks #72 among its holdings. This is a return to the name: BWM Planning previously reported a position in AMZN as recently as Q4 2025.

BWM Planning first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

BWM Planning held 1,747 shares of Amazon worth $416K as of Q2 2026.
Amazon was a new BWM Planning position in Q2 2026.
Amazon made up 0.1% of BWM Planning's portfolio in Q2 2026, its #72 holding.
BWM Planning first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.