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Waller Financial Planning Group’s Amazon AMZN Stock Holding History

Waller Financial Planning Group’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 		$1.72M Buy
7,215
+1,134
+19% +$285K 0.35% 28
2026
Q1 		$1.27M Sell
6,081
-250
-4% -$55K 0.28% 32
2025
Q4 		$1.46M Buy
6,331
+62
+1% +$14.2K 0.32% 29
2025
Q3 		$1.38M Buy
6,269
+4
+0.1% +$905 0.32% 29
2025
Q2 		$1.37M Sell
6,265
-348
-5% -$68.9K 0.33% 31
2025
Q1 		$1.26M Buy
6,613
+382
+6% +$82.9K 0.35% 32
2024
Q4 		$1.37M Sell
6,231
-110
-2% -$22.5K 0.34% 33
2024
Q3 		$1.18M Buy
6,341
+547
+9% +$99.8K 0.29% 36
2024
Q2 		$1.12M Sell
5,794
-330
-5% -$60.6K 0.3% 34
2024
Q1 		$1.1M Sell
6,124
-162
-3% -$27K 0.29% 35
2023
Q4 		$955K Buy
6,286
+173
+3% +$24.3K 0.25% 37
2023
Q3 		$777K Sell
6,113
-1,100
-15% -$147K 0.23% 37
2023
Q2 		$940K Sell
7,213
-2,221
-24% -$254K 0.26% 35
2023
Q1 		$974K Sell
9,434
-490
-5% -$47.3K 0.28% 35
2022
Q4 		$834K Buy
9,924
+1,138
+13% +$112K 0.24% 35
2022
Q3 		$993K Sell
8,786
-209
-2% -$26.4K 0.3% 35
2022
Q2 		$955K Buy
8,995
+2,035
+29% +$255K 0.28% 35
2022
Q1 		$1.13M Buy
6,960
+400
+6% +$61.8K 0.3% 31
2021
Q4 		$1.09M Sell
6,560
-200
-3% -$34.2K 0.27% 31
2021
Q3 		$1.11M Buy
6,760
+640
+10% +$110K 0.29% 31
2021
Q2 		$1.05M Buy
6,120
+520
+9% +$86.4K 0.28% 32
2021
Q1 		$866K Buy
5,600
+800
+17% +$127K 0.25% 31
2020
Q4 		$782K Buy
4,800
+40
+0.8% +$6.38K 0.24% 32
2020
Q3 		$749K Hold
4,760
– – 0.27% 32
2020
Q2 		$657K Sell
4,760
-540
-10% -$65.2K 0.26% 33
2020
Q1 		$517K Buy
5,300
+60
+1% +$5.81K 0.27% 32
2019
Q4 		$484K Buy
+5,240
New +$464K 0.24% 38
2019
Q3 		– Sell
-5,840
Closed -$584K – 44
2019
Q2 		$584K Sell
5,840
-600
-9% -$55.9K 0.32% 33
2019
Q1 		$600K Sell
6,440
-1,560
-20% -$130K 0.35% 33
2018
Q4 		$601K Buy
+8,000
New +$665K 0.42% 33

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Waller Financial Planning Group's AMZN Position: Q2 2026 in Review

Waller Financial Planning Group increased its Amazon (AMZN) stake by 19% in Q2 2026, buying an estimated $285K and bringing the position to 7,215 shares worth $1.72M. The position accounts for 0.35% of the portfolio, ranked #28.

Waller Financial Planning Group first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Waller Financial Planning Group held 7,215 shares of Amazon worth $1.72M as of Q2 2026.
  • Waller Financial Planning Group bought 1,134 Amazon shares in Q2 2026, an estimated $285K.
  • Amazon made up 0.35% of Waller Financial Planning Group's portfolio in Q2 2026, its #28 holding.
  • Waller Financial Planning Group first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.