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ATX Financial Planning’s Amazon AMZN Stock Holding History

ATX 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 		$223K Buy
+937
New +$235K 0.15% 80
2026
Q1 		– Sell
-1,438
Closed -$332K – 82
2025
Q4 		$332K Buy
+1,438
New +$329K 0.26% 72

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

ATX Financial Planning opened a new position in Amazon (AMZN) in Q2 2026: 937 shares worth $223K. The stake represents 0.15% of the portfolio and ranks #80 among its holdings. This is a return to the name: ATX Financial Planning previously reported a position in AMZN as recently as Q4 2025.

ATX Financial Planning first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. The position peaked at $332K in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • ATX Financial Planning held 937 shares of Amazon worth $223K as of Q2 2026.
  • Amazon was a new ATX Financial Planning position in Q2 2026.
  • Amazon made up 0.15% of ATX Financial Planning's portfolio in Q2 2026, its #80 holding.
  • ATX Financial Planning first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
  • ATX Financial Planning's Amazon position peaked at $332K in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.