Momentum Wealth Planning’s Amazon AMZN Stock Holding History

Momentum 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	$2.94M	Sell	12,330 -152	-1%	-$38.2K	2.15%	11
2026 Q1	$2.6M	Sell	12,482 -547	-4%	-$120K	2.31%	12
2025 Q4	$3.01M	Buy	13,029 +348	+3%	+$79.6K	2.35%	11
2025 Q3	$2.78M	Sell	12,681 -281	-2%	-$63.6K	2.17%	12
2025 Q2	$2.84M	Buy	+12,962	New	+$2.57M	2.42%	12

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

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

Momentum Wealth Planning reduced its Amazon (AMZN) stake by 1.2% in Q2 2026, selling an estimated $38.2K and leaving 12,330 shares worth $2.94M. The position accounts for 2.15% of the portfolio, ranked #11.

Momentum Wealth Planning first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.01M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Momentum Wealth Planning held 12,330 shares of Amazon worth $2.94M as of Q2 2026.
Momentum Wealth Planning sold 152 Amazon shares in Q2 2026, an estimated $38.2K.
Amazon made up 2.15% of Momentum Wealth Planning's portfolio in Q2 2026, its #11 holding.
Momentum Wealth Planning first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
Momentum Wealth Planning's Amazon position peaked at $3.01M in Q4 2025.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.