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Willow Creek Wealth Management’s Amazon AMZN Stock Holding History

Willow Creek Wealth 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
2025
Q3 		$525K Buy
2,390
+66
+3% +$14.9K 0.04% 104
2025
Q2 		$510K Buy
2,324
+261
+13% +$51.6K 0.05% 99
2025
Q1 		$393K Buy
2,063
+87
+4% +$18.9K 0.04% 101
2024
Q4 		$434K Sell
1,976
-67
-3% -$13.7K 0.04% 95
2024
Q3 		$381K Sell
2,043
-157
-7% -$28.6K 0.04% 109
2024
Q2 		$425K Buy
2,200
+75
+4% +$13.8K 0.05% 94
2024
Q1 		$383K Buy
+2,125
New +$355K 0.04% 101
2022
Q1 		– Sell
-1,620
Closed -$270K – 119
2021
Q4 		$270K Sell
1,620
-140
-8% -$24K 0.06% 105
2021
Q3 		$289K Buy
1,760
+340
+24% +$58.6K 0.06% 94
2021
Q2 		$244K Buy
+1,420
New +$236K 0.06% 97
2020
Q4 		– Sell
-1,300
Closed -$205K – 90
2020
Q3 		$205K Sell
1,300
-200
-13% -$31.5K 0.08% 81
2020
Q2 		$207K Buy
+1,500
New +$181K 0.09% 74
2019
Q4 		– Sell
-2,580
Closed -$224K – 83
2019
Q3 		$224K Buy
+2,580
New +$239K 0.1% 76
2018
Q2 		– Sell
-5,920
Closed -$428K – 70
2018
Q1 		$428K Buy
+5,920
New +$423K 0.23% 37

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Willow Creek Wealth Management's AMZN Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Amazon (AMZN) stake by 2.8% in Q3 2025, buying an estimated $14.9K and bringing the position to 2,390 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #104.

Willow Creek Wealth Management first reported a position in AMZN in Q1 2018 and has held it in 14 quarters since. 5,582 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Willow Creek Wealth Management held 2,390 shares of Amazon worth $525K as of Q3 2025.
  • Willow Creek Wealth Management bought 66 Amazon shares in Q3 2025, an estimated $14.9K.
  • Amazon made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #104 holding.
  • Willow Creek Wealth Management first reported a position in Amazon in Q1 2018 and has held it in 14 quarters since.
  • 5,582 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.