APSI
AMZN icon

Asset Planning Services Inc’s Amazon AMZN Stock Holding History

Asset Planning Services 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
Q3 		$9.5M Sell
38,238
-482
-1% -$122K 3.89% 7
2026
Q2 		$9.23M Sell
38,720
-2,005
-5% -$503K 3.92% 8
2026
Q1 		$8.55M Hold
40,725
– – 3.75% 10
2025
Q4 		$9.4M Sell
40,725
-3,340
-8% -$764K 4.15% 7
2025
Q3 		$9.7M Buy
44,065
+495
+1% +$112K 4.08% 7
2025
Q2 		$9.6M Sell
43,570
-775
-2% -$153K 4.4% 5
2025
Q1 		$8.44M Sell
44,345
-550
-1% -$119K 4.29% 5
2024
Q4 		$9.8M Hold
44,895
– – 4.8% 4
2024
Q3 		$8.36M Sell
44,895
-25
-0.1% -$4.56K 4.14% 5
2024
Q2 		$8.68M Sell
44,920
-915
-2% -$168K 4.58% 3
2024
Q1 		$8.27M Buy
45,835
+300
+0.7% +$50.1K 4.62% 4
2023
Q4 		$6.92M Sell
45,535
-585
-1% -$82K 4.21% 5
2023
Q3 		$5.86M Buy
46,120
+610
+1% +$81.7K 3.85% 7
2023
Q2 		$5.93M Sell
45,510
-450
-1% -$51.4K 3.65% 9
2023
Q1 		$4.75M Sell
45,960
-440
-0.9% -$42.5K 3.01% 20
2022
Q4 		$3.9M Buy
46,400
+285
+0.6% +$28.2K 2.47% 23
2022
Q3 		$5.21M Sell
46,115
-265
-0.6% -$33.5K 3.66% 12
2022
Q2 		$4.93M Buy
46,380
+700
+2% +$87.6K 3.23% 16
2022
Q1 		$7.45M Buy
45,680
+380
+0.8% +$58.7K 4.27% 3
2021
Q4 		$7.55M Sell
45,300
-1,100
-2% -$188K 4.07% 5
2021
Q3 		$7.62M Buy
46,400
+100
+0.2% +$17.2K 4.5% 3
2021
Q2 		$7.96M Buy
46,300
+140
+0.3% +$23.3K 4.6% 3
2021
Q1 		$7.14M Sell
46,160
-260
-0.6% -$41.2K 4.31% 2
2020
Q4 		$7.56M Sell
46,420
-480
-1% -$76.6K 4.84% 2
2020
Q3 		$7.38M Sell
46,900
-100
-0.2% -$15.8K 5.06% 2
2020
Q2 		$6.48M Buy
47,000
+3,500
+8% +$423K 4.68% 2
2020
Q1 		$4.24M Buy
+43,500
New +$4.21M 3.5% 11

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Planning Services Inc's AMZN Position: Q3 2026 in Review

Asset Planning Services Inc reduced its Amazon (AMZN) stake by 1.2% in Q3 2026, selling an estimated $122K and leaving 38,238 shares worth $9.5M. The position accounts for 3.89% of the portfolio, ranked #7.

Asset Planning Services Inc first reported a position in AMZN in Q1 2020 and has held it in 27 quarters since. The position peaked at $9.8M in Q4 2024. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Asset Planning Services Inc held 38,238 shares of Amazon worth $9.5M as of Q3 2026.
  • Asset Planning Services Inc sold 482 Amazon shares in Q3 2026, an estimated $122K.
  • Amazon made up 3.89% of Asset Planning Services Inc's portfolio in Q3 2026, its #7 holding.
  • Asset Planning Services Inc first reported a position in Amazon in Q1 2020 and has held it in 27 quarters since.
  • Asset Planning Services Inc's Amazon position peaked at $9.8M in Q4 2024.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Asset Planning Services Inc's 13F filing for Q3 2026, filed 15 Oct 2026.