FWP
AMZN icon

Falcon Wealth Planning’s Amazon AMZN Stock Holding History

Falcon 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
2026
Q2 		$5.71M Sell
23,951
-728
-3% -$183K 0.36% 29
2026
Q1 		$5.14M Buy
24,679
+765
+3% +$168K 0.35% 29
2025
Q4 		$5.52M Buy
23,914
+7,930
+50% +$1.81M 0.46% 26
2025
Q3 		$3.51M Sell
15,984
-2,499
-14% -$566K 0.32% 34
2025
Q2 		$4.05M Buy
18,483
+814
+5% +$161K 0.41% 26
2025
Q1 		$3.36M Sell
17,669
-22
-0.1% -$4.77K 0.37% 29
2024
Q4 		$3.88M Buy
17,691
+1,829
+12% +$374K 0.43% 31
2024
Q3 		$2.96M Buy
15,862
+1,816
+13% +$331K 0.35% 33
2024
Q2 		$2.71M Buy
14,046
+825
+6% +$152K 0.35% 30
2024
Q1 		$2.38M Buy
13,221
+2,086
+19% +$348K 0.38% 34
2023
Q4 		$1.69M Buy
11,135
+2,558
+30% +$359K 0.3% 42
2023
Q3 		$1.09M Sell
8,577
-55
-0.6% -$7.37K 0.24% 39
2023
Q2 		$1.13M Buy
8,632
+943
+12% +$108K 0.25% 38
2023
Q1 		$794K Buy
7,689
+77
+1% +$7.44K 0.2% 42
2022
Q4 		$639K Buy
7,612
+70
+0.9% +$6.92K 0.18% 43
2022
Q3 		$852K Buy
7,542
+635
+9% +$80.3K 0.28% 33
2022
Q2 		$734K Sell
6,907
-873
-11% -$109K 0.25% 42
2022
Q1 		$1.27M Sell
7,780
-500
-6% -$77.3K 0.4% 28
2021
Q4 		$1.38M Buy
8,280
+3,860
+87% +$661K 0.45% 26
2021
Q3 		$726K Buy
4,420
+500
+13% +$86.2K 0.28% 33
2021
Q2 		$674K Buy
3,920
+140
+4% +$23.3K 0.29% 29
2021
Q1 		$585K Buy
3,780
+120
+3% +$19K 0.29% 31
2020
Q4 		$596K Buy
+3,660
New +$584K 0.33% 31

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Falcon Wealth Planning's AMZN Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Amazon (AMZN) stake by 2.9% in Q2 2026, selling an estimated $183K and leaving 23,951 shares worth $5.71M. The position accounts for 0.36% of the portfolio, ranked #29.

Falcon Wealth Planning first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Falcon Wealth Planning held 23,951 shares of Amazon worth $5.71M as of Q2 2026.
  • Falcon Wealth Planning sold 728 Amazon shares in Q2 2026, an estimated $183K.
  • Amazon made up 0.36% of Falcon Wealth Planning's portfolio in Q2 2026, its #29 holding.
  • Falcon Wealth Planning first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.