Waller Financial Planning Group’s Amazon AMZN Stock Holding History
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
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. 6,159 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.
- 6,159 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.