SEC 13F Intelligence

Wealthplan Partners, LLC / AMZN

Wealthplan Partners, LLC’s Amazon Com Inc Position

Does Wealthplan Partners, LLC own Amazon Com Inc (AMZN)? Yes47.1K shares worth $10M (+1.89% of its 13F portfolio) as of Q1 2026, down from 63.1K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
47.1K
% of Portfolio
+1.89%
Quarters Held
26
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $7MQ4 ’19Q1 ’20: $10MQ2 ’20: $14MQ4 ’20: $16MQ1 ’21: $17MQ1 ’21Q2 ’21: $17MQ4 ’21: $16MQ1 ’22: $15MQ4 ’22: $11MQ4 ’22Q1 ’23: $8MQ2 ’23: $7MQ3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $15MQ2 ’24: $16MQ3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $12MQ2 ’25: $13MQ3 ’25: $13MQ4 ’25: $15MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.1K$10M+1.89%
Q4 202563.1K$15M+2.18%
Q3 202560.7K$13M+2.00%
Q2 202560.4K$13M+2.13%
Q1 202565.1K$12M+1.74%
Q4 202464.3K$14M+2.00%
Q3 202468.6K$13M+1.72%
Q2 202481.5K$16M+1.69%
Q1 202480.7K$15M+1.51%
Q4 202377.5K$12M+1.21%
Q3 202376.4K$10M+1.13%
Q2 202357.1K$7M+1.05%
Q1 202376.2K$8M+0.90%
Q4 2022115.2K$11M+0.80%
Q1 20225.8K$15M+1.01%
Q4 20215.4K$16M+1.06%
Q2 20215.1K$17M+1.18%
Q1 20215.0K$17M+1.28%
Q4 20204.7K$16M+1.34%
Q2 20204.3K$14M+1.40%
Q1 20204.0K$10M+1.23%
Q4 20193.4K$7M+0.87%
Q3 20192.0K$3M+0.48%
Q2 20191.9K$3M+0.53%
Q1 20191.8K$3M+0.53%
Q4 20181.7K$3M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthplan Partners, LLC’s full portfolio or all institutional holders of AMZN.