ATLas Financial Planning’s Amazon AMZN Stock Holding History

ATLas Financial Planning’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	$459K	Sell	1,925 -117	-6%	-$29.4K	0.37%	44
2026 Q1	$425K	Buy	2,042 +211	+12%	+$46.5K	0.38%	44
2025 Q4	$423K	Buy	+1,831	New	+$419K	0.41%	42

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 $3.38T AUM 44.17% 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

ATLas Financial Planning's AMZN Position: Q2 2026 in Review

ATLas Financial Planning reduced its Amazon (AMZN) stake by 5.7% in Q2 2026, selling an estimated $29.4K and leaving 1,925 shares worth $459K. The position accounts for 0.37% of the portfolio, ranked #44.

ATLas Financial Planning first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,164 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

ATLas Financial Planning held 1,925 shares of Amazon worth $459K as of Q2 2026.
ATLas Financial Planning sold 117 Amazon shares in Q2 2026, an estimated $29.4K.
Amazon made up 0.37% of ATLas Financial Planning's portfolio in Q2 2026, its #44 holding.
ATLas Financial Planning first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,164 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.