Meredith Wealth Planning’s Amazon AMZN Stock Holding History

Meredith 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	$1.26M	Buy	5,274 +133	+3%	+$33.4K	0.3%	32
2026 Q1	$1.07M	Sell	5,141 -74	-1%	-$16.3K	0.29%	32
2025 Q4	$1.2M	Sell	5,215 -1,044	-17%	-$239K	0.36%	31
2025 Q3	$1.37M	Buy	6,259 +400	+7%	+$90.5K	0.44%	27
2025 Q2	$1.29M	Buy	5,859 +110	+2%	+$21.8K	0.47%	26
2025 Q1	$1.09M	Sell	5,749 -131	-2%	-$28.4K	0.48%	27
2024 Q4	$1.29M	Buy	5,880 +1,384	+31%	+$283K	0.58%	25
2024 Q3	$838K	Hold	4,496	–	–	0.4%	27
2024 Q2	$869K	Sell	4,496 -447	-9%	-$82.1K	0.46%	27
2024 Q1	$892K	Sell	4,943 -40	-0.8%	-$6.68K	0.5%	24
2023 Q4	$757K	Sell	4,983 -20	-0.4%	-$2.8K	0.47%	24
2023 Q3	$636K	Buy	5,003 +2,976	+147%	+$399K	0.47%	25
2023 Q2	$264K	Sell	2,027 -403	-17%	-$46K	0.22%	32
2023 Q1	$251K	Sell	2,430 -173	-7%	-$16.7K	0.2%	49
2022 Q4	$219K	Buy	+2,603	New	+$257K	0.19%	57

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Meredith Wealth Planning increased its Amazon (AMZN) stake by 2.6% in Q2 2026, buying an estimated $33.4K and bringing the position to 5,274 shares worth $1.26M. The position accounts for 0.3% of the portfolio, ranked #32.

Meredith Wealth Planning first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q3 2025. 2,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Meredith Wealth Planning held 5,274 shares of Amazon worth $1.26M as of Q2 2026.
Meredith Wealth Planning bought 133 Amazon shares in Q2 2026, an estimated $33.4K.
Amazon made up 0.3% of Meredith Wealth Planning's portfolio in Q2 2026, its #32 holding.
Meredith Wealth Planning first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
Meredith Wealth Planning's Amazon position peaked at $1.37M in Q3 2025.
2,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.