MWP
AMZN icon

Meriwether Wealth & Planning’s Amazon AMZN Stock Holding History

Meriwether 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 		$2.91M Buy
12,207
+428
+4% +$107K 1.44% 15
2026
Q1 		$2.45M Buy
11,779
+2,437
+26% +$537K 1.34% 15
2025
Q4 		$2.16M Sell
9,342
-536
-5% -$123K 1.22% 15
2025
Q3 		$2.17M Buy
9,878
+2,115
+27% +$479K 1.26% 15
2025
Q2 		$1.7M Buy
7,763
+257
+3% +$50.9K 1.07% 16
2025
Q1 		$1.43M Sell
7,506
-199
-3% -$43.2K 0.93% 19
2024
Q4 		$1.69M Buy
+7,705
New +$1.58M 1.2% 15

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Meriwether Wealth & Planning's AMZN Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Amazon (AMZN) stake by 3.6% in Q2 2026, buying an estimated $107K and bringing the position to 12,207 shares worth $2.91M. The position accounts for 1.44% of the portfolio, ranked #15.

Meriwether Wealth & Planning first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Meriwether Wealth & Planning held 12,207 shares of Amazon worth $2.91M as of Q2 2026.
  • Meriwether Wealth & Planning bought 428 Amazon shares in Q2 2026, an estimated $107K.
  • Amazon made up 1.44% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #15 holding.
  • Meriwether Wealth & Planning first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.