Asset Planning Inc’s Amazon AMZN Stock Holding History

Asset Planning Inc’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	$14.6M	Sell	61,085 -2,222	-4%	-$558K	9.43%	2
2026 Q1	$13.2M	Sell	63,307 -276	-0.4%	-$60.8K	9.37%	1
2025 Q4	$14.7M	Sell	63,583 -468	-0.7%	-$107K	10.31%	1
2025 Q3	$14.1M	Sell	64,051 -260	-0.4%	-$58.9K	10.18%	1
2025 Q2	$14.1M	Sell	64,311 -225	-0.3%	-$44.5K	10.63%	1
2025 Q1	$12.3M	Sell	64,536 -1,090	-2%	-$237K	9.63%	1
2024 Q4	$14.4M	Buy	+65,626	New	+$13.4M	10.96%	1

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Asset Planning Inc's AMZN Position: Q2 2026 in Review

Asset Planning Inc reduced its Amazon (AMZN) stake by 3.5% in Q2 2026, selling an estimated $558K and leaving 61,085 shares worth $14.6M. The position accounts for 9.43% of the portfolio, ranked #2.

Asset Planning Inc first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Asset Planning Inc held 61,085 shares of Amazon worth $14.6M as of Q2 2026.
Asset Planning Inc sold 2,222 Amazon shares in Q2 2026, an estimated $558K.
Amazon made up 9.43% of Asset Planning Inc's portfolio in Q2 2026, its #2 holding.
Asset Planning Inc first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Amazon position peaked at $14.7M in Q4 2025.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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