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Litman Gregory Wealth Management’s Amazon AMZN Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$3.61M Buy
15,635
+11,510
+279% +$2.63M 0.26% 53
2025
Q3 		$906K Sell
4,125
-170
-4% -$38.5K 0.07% 80
2025
Q2 		$942K Sell
4,295
-290
-6% -$57.4K 0.07% 78
2025
Q1 		$872K Hold
4,585
– – 0.07% 76
2024
Q4 		$1.01M Sell
4,585
-25
-0.5% -$5.12K 0.09% 70
2024
Q3 		$859K Buy
4,610
+800
+21% +$146K 0.07% 75
2024
Q2 		$736K Sell
3,810
-25
-0.7% -$4.59K 0.07% 77
2024
Q1 		$692K Buy
3,835
+20
+0.5% +$3.34K 0.06% 79
2023
Q4 		$580K Sell
3,815
-3,332
-47% -$467K 0.06% 81
2023
Q3 		$909K Buy
7,147
+4,327
+153% +$580K 0.09% 71
2023
Q2 		$368K Sell
2,820
-7,050
-71% -$805K 0.05% 65
2023
Q1 		$1.02M Buy
9,870
+6,720
+213% +$649K 0.38% 17
2022
Q4 		$265K Sell
3,150
-700
-18% -$69.1K 0.04% 71
2022
Q3 		$435K Buy
3,850
+270
+8% +$34.1K 0.07% 52
2022
Q2 		$380K Buy
+3,580
New +$448K 0.06% 67
2022
Q1 		– Sell
-3,020
Closed -$503K – 56
2021
Q4 		$503K Buy
+3,020
New +$517K 0.09% 55
2021
Q3 		– Sell
-10,040
Closed -$502K – 76
2021
Q2 		$502K Buy
10,040
+10,000
+25,000% +$1.66M 0.09% 51
2021
Q1 		$6K Hold
40
– – ﹤0.01% 158
2020
Q4 		$7K Hold
40
– – ﹤0.01% 154
2020
Q3 		$6K Hold
40
– – ﹤0.01% 163
2020
Q2 		$6K Hold
40
– – ﹤0.01% 139
2020
Q1 		$4K Hold
40
– – ﹤0.01% 139
2019
Q4 		$4K Sell
40
-260
-87% -$23K ﹤0.01% 177
2019
Q3 		$26K Sell
300
-260
-46% -$24.1K 0.01% 95
2019
Q2 		$53K Buy
+560
New +$52.2K 0.01% 86
2018
Q2 		– Sell
-160
Closed -$12K – 100
2018
Q1 		$12K Buy
+160
New +$11.4K ﹤0.01% 137

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Litman Gregory Wealth Management's AMZN Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its Amazon (AMZN) stake by 279% in Q4 2025, buying an estimated $2.63M and bringing the position to 15,635 shares worth $3.61M. The position accounts for 0.26% of the portfolio, ranked #53.

Litman Gregory Wealth Management first reported a position in AMZN in Q1 2018 and has held it in 26 quarters since. 6,087 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Litman Gregory Wealth Management held 15,635 shares of Amazon worth $3.61M as of Q4 2025.
  • Litman Gregory Wealth Management bought 11,510 Amazon shares in Q4 2025, an estimated $2.63M.
  • Amazon made up 0.26% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #53 holding.
  • Litman Gregory Wealth Management first reported a position in Amazon in Q1 2018 and has held it in 26 quarters since.
  • 6,087 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.