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WealthPlan Investment Management’s Amazon AMZN Stock Holding History

WealthPlan Investment 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 		$20.6M Buy
86,348
+5,489
+7% +$1.38M 1.02% 24
2026
Q1 		$16.8M Buy
80,859
+12,098
+18% +$2.66M 0.94% 27
2025
Q4 		$15.9M Sell
68,761
-12,877
-16% -$2.95M 1.01% 22
2025
Q3 		$17.9M Sell
81,638
-714
-0.9% -$162K 1.19% 18
2025
Q2 		$18.1M Buy
82,352
+14,966
+22% +$2.96M 1.32% 16
2025
Q1 		$12.8M Buy
67,386
+1,675
+3% +$363K 1.26% 18
2024
Q4 		$14.4M Sell
65,711
-2,360
-3% -$483K 1.42% 14
2024
Q3 		$12.7M Buy
68,071
+20,881
+44% +$3.81M 1.28% 19
2024
Q2 		$9.12M Buy
47,190
+255
+0.5% +$46.8K 1.38% 25
2024
Q1 		$8.47M Buy
46,935
+822
+2% +$137K 1.29% 30
2023
Q4 		$7.01M Buy
46,113
+219
+0.5% +$30.7K 1.12% 35
2023
Q3 		$5.83M Buy
45,894
+25,876
+129% +$3.47M 1.03% 43
2023
Q2 		$2.61M Sell
20,018
-23,356
-54% -$2.67M 0.78% 52
2023
Q1 		$4.48M Sell
43,374
-70,627
-62% -$6.82M 0.77% 49
2022
Q4 		$11.3M Sell
114,001
-515
-0.4% -$50.9K 0.79% 46
2022
Q3 		$10.1M Buy
+114,516
New +$14.5M 0.74% 48
2022
Q1 		$14.5M Buy
+117,000
New +$18.1M 1.01% 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

WealthPlan Investment Management's AMZN Position: Q2 2026 in Review

WealthPlan Investment Management increased its Amazon (AMZN) stake by 6.8% in Q2 2026, buying an estimated $1.38M and bringing the position to 86,348 shares worth $20.6M. The position accounts for 1.02% of the portfolio, ranked #24.

WealthPlan Investment Management first reported a position in AMZN in Q1 2022 and has held it in 17 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • WealthPlan Investment Management held 86,348 shares of Amazon worth $20.6M as of Q2 2026.
  • WealthPlan Investment Management bought 5,489 Amazon shares in Q2 2026, an estimated $1.38M.
  • Amazon made up 1.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #24 holding.
  • WealthPlan Investment Management first reported a position in Amazon in Q1 2022 and has held it in 17 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.