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Total Wealth Planning & Management’s Amazon AMZN Stock Holding History

Total Wealth Planning & Management’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 		$2.62M Sell
12,575
-1,872
-13% -$412K 1.93% 4
2025
Q4 		$3.33M Buy
+14,447
New +$3.31M 2.47% 3
2025
Q2 		$2.96M Buy
13,505
+1,168
+9% +$231K 2.4% 3
2025
Q1 		$2.35M Buy
12,337
+1,937
+19% +$420K 2.23% 5
2024
Q4 		$2.28M Buy
+10,400
New +$2.13M 2.07% 5

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

Total Wealth Planning & Management's AMZN Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Amazon (AMZN) stake by 13% in Q1 2026, selling an estimated $412K and leaving 12,575 shares worth $2.62M. The position accounts for 1.93% of the portfolio, ranked #4.

Total Wealth Planning & Management first reported a position in AMZN in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.33M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Total Wealth Planning & Management held 12,575 shares of Amazon worth $2.62M as of Q1 2026.
  • Total Wealth Planning & Management sold 1,872 Amazon shares in Q1 2026, an estimated $412K.
  • Amazon made up 1.93% of Total Wealth Planning & Management's portfolio in Q1 2026, its #4 holding.
  • Total Wealth Planning & Management first reported a position in Amazon in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Amazon position peaked at $3.33M in Q4 2025.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.