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Next Level Wealth Planning’s Amazon AMZN Stock Holding History

Next Level 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
Q1 		$868K Buy
4,167
+160
+4% +$35.2K 0.45% 22
2025
Q4 		$925K Hold
4,007
– – 0.49% 19
2025
Q3 		$880K Buy
4,007
+1
+0% +$226 0.5% 16
2025
Q2 		$879K Buy
4,006
+489
+14% +$96.8K 0.56% 15
2025
Q1 		$669K Sell
3,517
-270
-7% -$58.6K 0.51% 16
2024
Q4 		$831K Buy
+3,787
New +$775K 0.65% 13

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Next Level Wealth Planning's AMZN Position: Q1 2026 in Review

Next Level Wealth Planning increased its Amazon (AMZN) stake by 4% in Q1 2026, buying an estimated $35.2K and bringing the position to 4,167 shares worth $868K. The position accounts for 0.45% of the portfolio, ranked #22.

Next Level Wealth Planning first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $925K in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Next Level Wealth Planning held 4,167 shares of Amazon worth $868K as of Q1 2026.
  • Next Level Wealth Planning bought 160 Amazon shares in Q1 2026, an estimated $35.2K.
  • Amazon made up 0.45% of Next Level Wealth Planning's portfolio in Q1 2026, its #22 holding.
  • Next Level Wealth Planning first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Next Level Wealth Planning's Amazon position peaked at $925K in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.