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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
Q2 		$3.23M Buy
13,532
+957
+8% +$240K 2.18% 3
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Total Wealth Planning & Management's AMZN Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Amazon (AMZN) stake by 7.6% in Q2 2026, buying an estimated $240K and bringing the position to 13,532 shares worth $3.23M. The position accounts for 2.18% of the portfolio, ranked #3.

Total Wealth Planning & Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.33M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Total Wealth Planning & Management held 13,532 shares of Amazon worth $3.23M as of Q2 2026.
  • Total Wealth Planning & Management bought 957 Amazon shares in Q2 2026, an estimated $240K.
  • Amazon made up 2.18% of Total Wealth Planning & Management's portfolio in Q2 2026, its #3 holding.
  • Total Wealth Planning & Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Amazon position peaked at $3.33M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.