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Summit Wealth & Retirement Planning’s Amazon AMZN Stock Holding History

Summit Wealth & Retirement 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 		$861K Sell
4,134
-390
-9% -$85.9K 0.21% 41
2025
Q4 		$1.04M Buy
4,524
+395
+10% +$90.4K 0.25% 37
2025
Q3 		$907K Hold
4,129
– – 0.22% 37
2025
Q2 		$906K Buy
4,129
+407
+11% +$80.5K 0.24% 36
2025
Q1 		$708K Buy
3,722
+565
+18% +$123K 0.22% 35
2024
Q4 		$693K Buy
3,157
+200
+7% +$40.9K 0.21% 32
2024
Q3 		$551K Buy
2,957
+13
+0.4% +$2.37K 0.18% 35
2024
Q2 		$569K Hold
2,944
– – 0.19% 32
2024
Q1 		$531K Buy
2,944
+455
+18% +$76K 0.19% 32
2023
Q4 		$378K Sell
2,489
-71
-3% -$9.95K 0.16% 40
2023
Q3 		$325K Hold
2,560
– – 0.13% 44
2023
Q2 		$334K Sell
2,560
-2,970
-54% -$339K 0.13% 48
2023
Q1 		$571K Sell
5,530
-2,160
-28% -$209K 0.21% 45
2022
Q4 		$646K Sell
7,690
-775
-9% -$76.6K 0.26% 49
2022
Q3 		$957K Buy
8,465
+10
+0.1% +$1.26K 0.38% 38
2022
Q2 		$898K Buy
8,455
+35
+0.4% +$4.38K 0.34% 40
2022
Q1 		$1.37M Sell
8,420
-260
-3% -$40.2K 0.48% 36
2021
Q4 		$1.45M Sell
8,680
-440
-5% -$75.3K 0.49% 33
2021
Q3 		$1.5M Sell
9,120
-1,020
-10% -$176K 0.55% 35
2021
Q2 		$1.74M Sell
10,140
-760
-7% -$126K 0.65% 34
2021
Q1 		$1.69M Buy
10,900
+3,980
+58% +$631K 0.63% 35
2020
Q4 		$1.13M Buy
6,920
+60
+0.9% +$9.57K 0.43% 44
2020
Q3 		$1.08M Sell
6,860
-120
-2% -$18.9K 0.46% 39
2020
Q2 		$963K Sell
6,980
-4,220
-38% -$510K 0.45% 45
2020
Q1 		$1.09M Buy
11,200
+1,040
+10% +$101K 0.58% 42
2019
Q4 		$939K Sell
10,160
-200
-2% -$17.7K 0.42% 47
2019
Q3 		$899K Buy
10,360
+200
+2% +$18.5K 0.54% 46
2019
Q2 		$962K Sell
10,160
-4,240
-29% -$395K 0.56% 43
2019
Q1 		$1.28M Buy
+14,400
New +$1.2M 0.76% 31

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

Summit Wealth & Retirement Planning's AMZN Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Amazon (AMZN) stake by 8.6% in Q1 2026, selling an estimated $85.9K and leaving 4,134 shares worth $861K. The position accounts for 0.21% of the portfolio, ranked #41.

Summit Wealth & Retirement Planning first reported a position in AMZN in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.74M in Q2 2021. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Summit Wealth & Retirement Planning held 4,134 shares of Amazon worth $861K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 390 Amazon shares in Q1 2026, an estimated $85.9K.
  • Amazon made up 0.21% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #41 holding.
  • Summit Wealth & Retirement Planning first reported a position in Amazon in Q1 2019 and has held it in 29 quarters since.
  • Summit Wealth & Retirement Planning's Amazon position peaked at $1.74M in Q2 2021.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.