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Total Wealth Planning’s Amazon AMZN Stock Holding History

Total 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
2025
Q4 		– Sell
-2,165
Closed -$475K – 41
2025
Q3 		$475K Buy
2,165
+722
+50% +$163K 0.06% 82
2025
Q2 		$317K Sell
1,443
-60
-4% -$11.9K 0.04% 89
2025
Q1 		$286K Sell
1,503
-154
-9% -$33.4K 0.04% 81
2024
Q4 		$364K Sell
1,657
-584
-26% -$119K 0.06% 74
2024
Q3 		$418K Buy
2,241
+559
+33% +$102K 0.07% 68
2024
Q2 		$325K Buy
1,682
+107
+7% +$19.7K 0.05% 75
2024
Q1 		$284K Sell
1,575
-161
-9% -$26.9K 0.05% 83
2023
Q4 		$264K Sell
1,736
-139
-7% -$19.5K 0.05% 84
2023
Q3 		$238K Hold
1,875
– – 0.05% 82
2023
Q2 		$244K Buy
+1,875
New +$214K 0.05% 78
2022
Q3 		– Sell
-2,590
Closed -$275K – 82
2022
Q2 		$275K Buy
2,590
+1,170
+82% +$146K 0.08% 72
2022
Q1 		$231K Buy
+1,420
New +$219K 0.06% 77
2021
Q4 		– Sell
-1,220
Closed -$200K – 37
2021
Q3 		$200K Buy
1,220
+20
+2% +$3.45K 0.07% 44
2021
Q2 		$206K Buy
+1,200
New +$199K 0.08% 45
2021
Q1 		– Sell
-1,480
Closed -$241K – 42
2020
Q4 		$241K Buy
1,480
+200
+16% +$31.9K 0.11% 40
2020
Q3 		$202K Buy
+1,280
New +$202K 0.1% 40

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Total Wealth Planning's AMZN Position: Q4 2025 in Review

Total Wealth Planning sold out of Amazon (AMZN) in Q4 2025, closing a stake of 2,165 shares — an estimated $475K sold.

Total Wealth Planning first reported a position in AMZN in Q3 2020 and held it in 16 quarters. The position peaked at $475K in Q3 2025. 6,062 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Total Wealth Planning reported no remaining Amazon position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 2,165 Amazon shares in Q4 2025, an estimated $475K.
  • Total Wealth Planning first reported a position in Amazon in Q3 2020 and held it in 16 quarters.
  • Total Wealth Planning's Amazon position peaked at $475K in Q3 2025.
  • 6,062 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.