Phillips Wealth Planners’s Amazon AMZN Stock Holding History

Phillips Wealth Planners’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	$794K	Buy	3,229 +118	+4%	+$29.6K	0.59%	48
2026 Q1	$837K	Sell	3,111 -190	-6%	-$41.8K	0.63%	44
2025 Q4	$764K	Sell	3,301 -31	-0.9%	-$7.09K	0.61%	49
2025 Q3	$736K	Buy	3,332 +192	+6%	+$43.5K	0.61%	50
2025 Q2	$689K	Buy	3,140 +95	+3%	+$18.8K	0.62%	50
2025 Q1	$563K	Buy	3,045 +32	+1%	+$6.94K	0.59%	53
2024 Q4	$660K	Buy	3,013 +186	+7%	+$38.1K	0.66%	42
2024 Q3	$528K	Sell	2,827 -194	-6%	-$35.4K	0.51%	66
2024 Q2	$604K	Buy	3,021 +366	+14%	+$67.2K	0.64%	40
2024 Q1	$487K	Buy	2,655 +224	+9%	+$37.4K	0.56%	57
2023 Q4	$373K	Sell	2,431 -270	-10%	-$37.8K	0.45%	79
2023 Q3	$347K	Sell	2,701 -338	-11%	-$45.3K	0.47%	80
2023 Q2	$396K	Buy	3,039 +84	+3%	+$9.59K	0.52%	71
2023 Q1	$302K	Buy	+2,955	New	+$285K	0.4%	93

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

Phillips Wealth Planners's AMZN Position: Q2 2026 in Review

Phillips Wealth Planners increased its Amazon (AMZN) stake by 3.8% in Q2 2026, buying an estimated $29.6K and bringing the position to 3,229 shares worth $794K. The position accounts for 0.59% of the portfolio, ranked #48.

Phillips Wealth Planners first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. The position peaked at $837K in Q1 2026. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Phillips Wealth Planners held 3,229 shares of Amazon worth $794K as of Q2 2026.
Phillips Wealth Planners bought 118 Amazon shares in Q2 2026, an estimated $29.6K.
Amazon made up 0.59% of Phillips Wealth Planners's portfolio in Q2 2026, its #48 holding.
Phillips Wealth Planners first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
Phillips Wealth Planners's Amazon position peaked at $837K in Q1 2026.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.