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Waypoint Wealth Counsel’s Amazon AMZN Stock Holding History

Waypoint Wealth Counsel’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
Q1 		$2.42M Sell
11,624
-4,628
-28% -$1.02M 1.25% 12
2025
Q4 		$3.75M Buy
16,252
+1,032
+7% +$236K 1.38% 14
2025
Q3 		$3.34M Buy
15,220
+293
+2% +$66.3K 1.32% 15
2025
Q2 		$3.27M Buy
14,927
+1,533
+11% +$303K 1.62% 14
2025
Q1 		$2.55M Buy
13,394
+777
+6% +$169K 1.6% 14
2024
Q4 		$2.77M Buy
12,617
+388
+3% +$79.4K 1.81% 15
2024
Q3 		$2.28M Buy
12,229
+1,316
+12% +$240K 1.53% 15
2024
Q2 		$2.11M Sell
10,913
-101
-0.9% -$18.6K 1.61% 15
2024
Q1 		$1.99M Buy
11,014
+975
+10% +$163K 1.53% 16
2023
Q4 		$1.53M Sell
10,039
-454
-4% -$63.6K 1.3% 17
2023
Q3 		$1.33M Buy
10,493
+958
+10% +$128K 1.26% 18
2023
Q2 		$1.24M Sell
9,535
-35,200
-79% -$4.02M 1.11% 22
2023
Q1 		$4.62M Sell
44,735
-1,424
-3% -$138K 3.58% 8
2022
Q4 		$3.88M Buy
+46,159
New +$4.56M 3.12% 9

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waypoint Wealth Counsel's AMZN Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Amazon (AMZN) stake by 28% in Q1 2026, selling an estimated $1.02M and leaving 11,624 shares worth $2.42M. The position accounts for 1.25% of the portfolio, ranked #12.

Waypoint Wealth Counsel first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.62M in Q1 2023. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Waypoint Wealth Counsel held 11,624 shares of Amazon worth $2.42M as of Q1 2026.
  • Waypoint Wealth Counsel sold 4,628 Amazon shares in Q1 2026, an estimated $1.02M.
  • Amazon made up 1.25% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #12 holding.
  • Waypoint Wealth Counsel first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's Amazon position peaked at $4.62M in Q1 2023.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.