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Capital Wealth Planning’s Amazon AMZN Stock Holding History

Capital Wealth 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
2021
Q3 		– Sell
-4,000
Closed -$78K – 113
2021
Q2 		$78K Hold
4,000
– – ﹤0.01% 125
2021
Q1 		$46K Buy
+4,000
New +$634K ﹤0.01% 128

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

Capital Wealth Planning's AMZN Position: Q1 2026 in Review

Capital Wealth Planning increased its Amazon (AMZN) stake by 56% in Q1 2026, buying an estimated $18.8M and bringing the position to 238,800 shares worth $49.7M. The position accounts for 0.27% of the portfolio, ranked #32.

Capital Wealth Planning first reported a position in AMZN in Q2 2018 and has held it in 32 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Capital Wealth Planning held 238,800 shares of Amazon worth $49.7M as of Q1 2026.
  • Capital Wealth Planning bought 85,464 Amazon shares in Q1 2026, an estimated $18.8M.
  • Amazon made up 0.27% of Capital Wealth Planning's portfolio in Q1 2026, its #32 holding.
  • Capital Wealth Planning first reported a position in Amazon in Q2 2018 and has held it in 32 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.