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Welch Financial Planning’s Amazon AMZN Stock Holding History

Welch Financial Planning’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 		$540K Buy
2,266
+412
+22% +$103K 0.31% 43
2026
Q1 		$386K Buy
1,854
+689
+59% +$152K 0.28% 45
2025
Q4 		$269K Buy
+1,165
New +$267K 0.2% 52

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Welch Financial Planning's AMZN Position: Q2 2026 in Review

Welch Financial Planning increased its Amazon (AMZN) stake by 22% in Q2 2026, buying an estimated $103K and bringing the position to 2,266 shares worth $540K. The position accounts for 0.31% of the portfolio, ranked #43.

Welch Financial Planning first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Welch Financial Planning held 2,266 shares of Amazon worth $540K as of Q2 2026.
  • Welch Financial Planning bought 412 Amazon shares in Q2 2026, an estimated $103K.
  • Amazon made up 0.31% of Welch Financial Planning's portfolio in Q2 2026, its #43 holding.
  • Welch Financial Planning first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.