WPWealth’s Amazon AMZN Stock Holding History

WPWealth’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 Q1	$1.41M	Sell	6,770 -63	-0.9%	-$13.9K	0.22%	31
2025 Q4	$1.58M	Buy	6,833 +555	+9%	+$127K	0.25%	30
2025 Q3	$1.38M	Sell	6,278 -321	-5%	-$72.7K	0.23%	33
2025 Q2	$1.45M	Buy	6,599 +17	+0.3%	+$3.36K	0.26%	30
2025 Q1	$1.25M	Buy	6,582 +261	+4%	+$56.6K	0.25%	32
2024 Q4	$1.39M	Buy	6,321 +268	+4%	+$54.8K	0.28%	28
2024 Q3	$1.13M	Buy	6,053 +850	+16%	+$155K	0.23%	30
2024 Q2	$1.01M	Sell	5,203 -80	-2%	-$14.7K	0.24%	30
2024 Q1	$953K	Buy	5,283 +130	+3%	+$21.7K	0.25%	28
2023 Q4	$783K	Buy	5,153 +132	+3%	+$18.5K	0.24%	30
2023 Q3	$638K	Buy	5,021 +9	+0.2%	+$1.21K	0.24%	30
2023 Q2	$653K	Buy	5,012 +2,079	+71%	+$237K	0.28%	29
2023 Q1	$303K	Buy	2,933 +345	+13%	+$33.3K	0.14%	38
2022 Q4	$217K	Buy	+2,588	New	+$256K	0.11%	35

Other funds holding AMZN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return