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Waypoint Wealth Partners’s Amazon AMZN Stock Holding History

Waypoint Wealth Partners’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
Q2 		$956K Sell
4,357
-6,157
-59% -$1.22M 0.23% 32
2025
Q1 		$2M Sell
10,514
-2,810
-21% -$610K 0.55% 18
2024
Q4 		$2.92M Buy
13,324
+3,080
+30% +$630K 0.8% 16
2024
Q3 		$1.91M Buy
10,244
+8,083
+374% +$1.47M 0.51% 20
2024
Q2 		$418K Sell
2,161
-5,520
-72% -$1.01M 0.12% 46
2024
Q1 		$1.39M Buy
7,681
+4,311
+128% +$720K 0.39% 23
2023
Q4 		$512K Buy
3,370
+749
+29% +$105K 0.16% 35
2023
Q3 		$333K Hold
2,621
– – 0.12% 58
2023
Q2 		$342K Buy
2,621
+59
+2% +$6.74K 0.12% 50
2023
Q1 		$265K Buy
+2,562
New +$248K 0.09% 56
2022
Q4 		– Sell
-2,428
Closed -$274K – 64
2022
Q3 		$274K Buy
2,428
+22
+0.9% +$2.78K 0.12% 45
2022
Q2 		$256K Sell
2,406
-294
-11% -$36.8K 0.1% 48
2022
Q1 		$440K Sell
2,700
-340
-11% -$52.5K 0.16% 32
2021
Q4 		$507K Buy
3,040
+1,620
+114% +$277K 0.17% 33
2021
Q3 		$233K Hold
1,420
– – 0.09% 42
2021
Q2 		$244K Sell
1,420
-320
-18% -$53.2K 0.09% 38
2021
Q1 		$269K Buy
1,740
+320
+23% +$50.7K 0.2% 35
2020
Q4 		$231K Buy
+1,420
New +$227K 0.18% 32

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waypoint Wealth Partners's AMZN Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Amazon (AMZN) stake by 59% in Q2 2025, selling an estimated $1.22M and leaving 4,357 shares worth $956K. The position accounts for 0.23% of the portfolio, ranked #32.

Waypoint Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.92M in Q4 2024. 5,543 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Waypoint Wealth Partners held 4,357 shares of Amazon worth $956K as of Q2 2025.
  • Waypoint Wealth Partners sold 6,157 Amazon shares in Q2 2025, an estimated $1.22M.
  • Amazon made up 0.23% of Waypoint Wealth Partners's portfolio in Q2 2025, its #32 holding.
  • Waypoint Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 18 quarters since.
  • Waypoint Wealth Partners's Amazon position peaked at $2.92M in Q4 2024.
  • 5,543 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.