Position in AMZN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,012,894
+$11,278,019 QoQ
Shares Held
255,991
+7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#935
of 6,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Derivatives in AMZN
reported options exposure · as of Jun 30, 2021CallValue
$78,000
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Capital Wealth Planning, LLC holds $87,733,534 across 2 Internet Retail names. AMZN ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
255,991 | $61,012,894 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
278,398 | $26,720,640 |
All Filings in AMZN
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,012,894 | 255,991 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $49,734,875 | 238,800 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $35,393,014 | 153,336 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $19,839,027 | 90,354 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,346,931 | 33,488 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $2,669,347 | 14,030 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,186,878 | 9,968 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $2,232,233 | 11,980 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,673,158 | 8,658 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,577,603 | 8,746 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,723,455 | 11,343 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,820,104 | 14,318 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,673,431 | 12,837 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $243,454 | 2,357 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,526,868 | 18,177 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,040,730 | 9,210 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,587,202 | 14,944 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,039,924 | 319 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,200,362 | 360 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $466,475 | 142 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $78,000 | 200 | Call | Sole | 2021-08-03 | |
| 2021-06-30 | $1,186,855 | 345 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,101,492 | 356 | Shares | Sole | 2021-04-19 | |
| 2021-03-31 | $46,000 | 200 | Call | Sole | 2021-04-19 | |
| 2020-12-31 | $960,794 | 295 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,690,868 | 537 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,713,227 | 621 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,638,383 | 2,379 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||