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Wrenne Financial Planning’s Amazon AMZN Stock Holding History

Wrenne 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 		$369K Buy
1,547
+185
+14% +$46.4K 0.12% 36
2026
Q1 		$284K Buy
1,362
+1
+0.1% +$220 0.11% 40
2025
Q4 		$314K Buy
1,361
+8
+0.6% +$1.83K 0.13% 35
2025
Q3 		$297K Sell
1,353
-20
-1% -$4.53K 0.13% 37
2025
Q2 		$301K Sell
1,373
-455
-25% -$90K 0.14% 35
2025
Q1 		$348K Buy
1,828
+68
+4% +$14.8K 0.18% 29
2024
Q4 		$386K Sell
1,760
-130
-7% -$26.6K 0.22% 28
2024
Q3 		$352K Hold
1,890
– – 0.21% 28
2024
Q2 		$365K Buy
1,890
+470
+33% +$86.3K 0.25% 27
2024
Q1 		$256K Hold
1,420
– – 0.19% 28
2023
Q4 		$216K Buy
+1,420
New +$199K 0.18% 25

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

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

Wrenne Financial Planning increased its Amazon (AMZN) stake by 14% in Q2 2026, buying an estimated $46.4K and bringing the position to 1,547 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #36.

Wrenne Financial Planning first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $386K in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wrenne Financial Planning held 1,547 shares of Amazon worth $369K as of Q2 2026.
  • Wrenne Financial Planning bought 185 Amazon shares in Q2 2026, an estimated $46.4K.
  • Amazon made up 0.12% of Wrenne Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Wrenne Financial Planning first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Wrenne Financial Planning's Amazon position peaked at $386K in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.