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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
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

Asset Planning Inc's AMZN Position: Q1 2026 in Review

Asset Planning Inc reduced its Amazon (AMZN) stake by 0.43% in Q1 2026, selling an estimated $60.8K and leaving 63,307 shares worth $13.2M. The position accounts for 9.37% of the portfolio, ranked #1.

Asset Planning Inc first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.7M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Asset Planning Inc held 63,307 shares of Amazon worth $13.2M as of Q1 2026.
  • Asset Planning Inc sold 276 Amazon shares in Q1 2026, an estimated $60.8K.
  • Amazon made up 9.37% of Asset Planning Inc's portfolio in Q1 2026, its #1 holding.
  • Asset Planning Inc first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Amazon position peaked at $14.7M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.