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 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

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. 6,151 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.
6,151 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.