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Walled Lake Planning & Wealth Management’s Amazon AMZN Stock Holding History

Walled Lake Planning & Wealth 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 		$3.37M Buy
14,159
+535
+4% +$134K 0.85% 25
2026
Q1 		$2.84M Buy
13,624
+100
+0.7% +$22K 0.83% 30
2025
Q4 		$3.12M Buy
13,524
+189
+1% +$43.2K 0.99% 27
2025
Q3 		$2.93M Sell
13,335
-15
-0.1% -$3.4K 0.96% 29
2025
Q2 		$2.93M Sell
13,350
-253
-2% -$50.1K 0.96% 30
2025
Q1 		$2.59M Buy
13,603
+44
+0.3% +$9.55K 0.92% 37
2024
Q4 		$2.97M Buy
13,559
+58
+0.4% +$11.9K 1.11% 31
2024
Q3 		$2.52M Buy
13,501
+50
+0.4% +$9.12K 0.94% 31
2024
Q2 		$2.6M Buy
13,451
+216
+2% +$39.7K 1.06% 31
2024
Q1 		$2.39M Sell
13,235
-80
-0.6% -$13.4K 0.98% 29
2023
Q4 		$2.02M Sell
13,315
-1,000
-7% -$140K 0.94% 29
2023
Q3 		$1.82M Hold
14,315
– – 0.91% 29
2023
Q2 		$1.87M Hold
14,315
– – 0.91% 28
2023
Q1 		$1.48M Buy
+14,315
New +$1.38M 0.77% 32
2022
Q4 		– Sell
-12,755
Closed -$1.44M – 54
2022
Q3 		$1.44M Sell
12,755
-313
-2% -$39.6K 1.01% 32
2022
Q2 		$1.39M Buy
13,068
+2,868
+28% +$359K 0.96% 31
2022
Q1 		$1.66M Buy
10,200
+180
+2% +$27.8K 0.99% 30
2021
Q4 		$1.67M Hold
10,020
– – 0.97% 32
2021
Q3 		$1.65M Buy
10,020
+1,000
+11% +$172K 1.01% 30
2021
Q2 		$1.55M Hold
9,020
– – 1.01% 27
2021
Q1 		$1.4M Hold
9,020
– – 0.97% 28
2020
Q4 		$1.47M Sell
9,020
-1,660
-16% -$265K 1.12% 28
2020
Q3 		$1.68M Sell
10,680
-100
-0.9% -$15.8K 1.36% 25
2020
Q2 		$1.49M Sell
10,780
-1,460
-12% -$176K 1.24% 24
2020
Q1 		$1.19M Buy
12,240
+1,400
+13% +$136K 1.09% 26
2019
Q4 		$1M Buy
+10,840
New +$959K 0.72% 30

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

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

Walled Lake Planning & Wealth Management increased its Amazon (AMZN) stake by 3.9% in Q2 2026, buying an estimated $134K and bringing the position to 14,159 shares worth $3.37M. The position accounts for 0.85% of the portfolio, ranked #25.

Walled Lake Planning & Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 14,159 shares of Amazon worth $3.37M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 535 Amazon shares in Q2 2026, an estimated $134K.
  • Amazon made up 0.85% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.