WealthPLAN Partners
AMZN icon

WealthPLAN Partners’s Amazon AMZN Stock Holding History

WealthPLAN 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
2026
Q2 		– Sell
-2,700
Closed -$562K – 231
2026
Q1 		$562K Buy
+2,700
New +$594K 0.11% 153

Other funds holding AMZN

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

WealthPLAN Partners's AMZN Position: Q3 2026 in Review

WealthPLAN Partners increased its Amazon (AMZN) stake by 2.1% in Q3 2026, buying an estimated $214K and bringing the position to 41,065 shares worth $10.2M. The position accounts for 1.88% of the portfolio, ranked #9.

WealthPLAN Partners first reported a position in AMZN in Q1 2015 and has held it in 42 quarters since. The position peaked at $18.3M in Q3 2021. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • WealthPLAN Partners held 41,065 shares of Amazon worth $10.2M as of Q3 2026.
  • WealthPLAN Partners bought 841 Amazon shares in Q3 2026, an estimated $214K.
  • Amazon made up 1.88% of WealthPLAN Partners's portfolio in Q3 2026, its #9 holding.
  • WealthPLAN Partners first reported a position in Amazon in Q1 2015 and has held it in 42 quarters since.
  • WealthPLAN Partners's Amazon position peaked at $18.3M in Q3 2021.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.