Capital Wealth Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $61M | Buy |
255,991
+17,191
| +7% | +$4.32M | 0.3% | 35 |
|
|
2026
Q1 | $49.7M | Buy |
238,800
+85,464
| +56% | +$18.8M | 0.27% | 32 |
|
|
2025
Q4 | $35.4M | Buy |
153,336
+62,982
| +70% | +$14.4M | 0.23% | 31 |
|
|
2025
Q3 | $19.8M | Buy |
90,354
+56,866
| +170% | +$12.9M | 0.14% | 32 |
|
|
2025
Q2 | $7.35M | Buy |
33,488
+19,458
| +139% | +$3.85M | 0.06% | 46 |
|
|
2025
Q1 | $2.67M | Buy |
14,030
+4,062
| +41% | +$881K | 0.02% | 72 |
|
|
2024
Q4 | $2.19M | Sell |
9,968
-2,012
| -17% | -$412K | 0.02% | 67 |
|
|
2024
Q3 | $2.23M | Buy |
11,980
+3,322
| +38% | +$606K | 0.02% | 69 |
|
|
2024
Q2 | $1.67M | Sell |
8,658
-88
| -1% | -$16.2K | 0.02% | 80 |
|
|
2024
Q1 | $1.58M | Sell |
8,746
-2,597
| -23% | -$434K | 0.02% | 76 |
|
|
2023
Q4 | $1.72M | Sell |
11,343
-2,975
| -21% | -$417K | 0.02% | 63 |
|
|
2023
Q3 | $1.82M | Buy |
14,318
+1,481
| +12% | +$198K | 0.02% | 43 |
|
|
2023
Q2 | $1.67M | Buy |
12,837
+10,480
| +445% | +$1.2M | 0.02% | 44 |
|
|
2023
Q1 | $243K | Sell |
2,357
-15,820
| -87% | -$1.53M | ﹤0.01% | 128 |
|
|
2022
Q4 | $1.53M | Buy |
18,177
+8,967
| +97% | +$886K | 0.02% | 46 |
|
|
2022
Q3 | $1.04M | Sell |
9,210
-5,734
| -38% | -$725K | 0.02% | 50 |
|
|
2022
Q2 | $1.59M | Buy |
14,944
+8,564
| +134% | +$1.07M | 0.03% | 40 |
|
|
2022
Q1 | $1.04M | Sell |
6,380
-820
| -11% | -$127K | 0.02% | 51 |
|
|
2021
Q4 | $1.2M | Buy |
7,200
+4,360
| +154% | +$746K | 0.03% | 45 |
|
|
2021
Q3 | $466K | Sell |
2,840
-4,060
| -59% | -$700K | 0.01% | 78 |
|
|
2021
Q2 | $1.19M | Sell |
6,900
-220
| -3% | -$36.6K | 0.03% | 47 |
|
|
2021
Q1 | $1.1M | Buy |
7,120
+1,220
| +21% | +$193K | 0.04% | 50 |
|
|
2020
Q4 | $971K | Sell |
5,900
-4,840
| -45% | -$772K | 0.04% | 51 |
|
|
2020
Q3 | $1.69M | Sell |
10,740
-1,680
| -14% | -$265K | 0.08% | 39 |
|
|
2020
Q2 | $1.71M | Sell |
12,420
-35,160
| -74% | -$4.25M | 0.1% | 40 |
|
|
2020
Q1 | $4.64M | Buy |
47,580
+8,860
| +23% | +$858K | 0.29% | 32 |
|
|
2019
Q4 | $3.58M | Buy |
38,720
+2,940
| +8% | +$260K | 0.21% | 39 |
|
|
2019
Q3 | $3.19M | Sell |
35,780
-9,700
| -21% | -$899K | 0.2% | 39 |
|
|
2019
Q2 | $4.31M | Buy |
45,480
+42,280
| +1,321% | +$3.94M | 0.31% | 33 |
|
|
2019
Q1 | $285K | Hold |
3,200
| – | – | 0.19% | 52 |
|
|
2018
Q4 | $240K | Hold |
3,200
| – | – | 0.16% | 57 |
|
|
2018
Q3 | $320K | Hold |
3,200
| – | – | 0.22% | 47 |
|
|
2018
Q2 | $272K | Buy |
+3,200
| New | +$254K | 0.19% | 54 |
|
Other funds holding AMZN
Capital Wealth Planning's AMZN Position: Q2 2026 in Review
Capital Wealth Planning increased its Amazon (AMZN) stake by 7.2% in Q2 2026, buying an estimated $4.32M and bringing the position to 255,991 shares worth $61M. The position accounts for 0.3% of the portfolio, ranked #35.
Capital Wealth Planning first reported a position in AMZN in Q2 2018 and has held it in 33 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Capital Wealth Planning held 255,991 shares of Amazon worth $61M as of Q2 2026.
- Capital Wealth Planning bought 17,191 Amazon shares in Q2 2026, an estimated $4.32M.
- Amazon made up 0.3% of Capital Wealth Planning's portfolio in Q2 2026, its #35 holding.
- Capital Wealth Planning first reported a position in Amazon in Q2 2018 and has held it in 33 quarters since.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.