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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
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 		$9.68M Buy
44,065
+495
+1% +$112K 4.08% 7
2025
Q2 		$9.56M Sell
43,570
-775
-2% -$153K 4.4% 5
2025
Q1 		$8.44M Sell
44,345
-550
-1% -$119K 4.29% 5
2024
Q4 		$9.85M Hold
44,895
– – 4.8% 4
2024
Q3 		$8.37M 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

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 Services Inc's AMZN Position: Q1 2026 in Review

Asset Planning Services Inc held its Amazon (AMZN) position steady in Q1 2026 at 40,725 shares worth $8.55M. The position accounts for 3.75% of the portfolio, ranked #10.

Asset Planning Services Inc first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.85M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Asset Planning Services Inc held 40,725 shares of Amazon worth $8.55M as of Q1 2026.
  • Asset Planning Services Inc left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 3.75% of Asset Planning Services Inc's portfolio in Q1 2026, its #10 holding.
  • Asset Planning Services Inc first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • Asset Planning Services Inc's Amazon position peaked at $9.85M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.