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BankPlus Trust Department’s Amazon AMZN Stock Holding History

BankPlus Trust Department’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 		$5.15M Sell
21,620
-176
-0.8% -$44.2K 1.21% 13
2026
Q1 		$4.54M Buy
21,796
+235
+1% +$51.7K 1.21% 11
2025
Q4 		$4.98M Buy
21,561
+380
+2% +$86.9K 1.3% 9
2025
Q3 		$4.65M Buy
21,181
+6,725
+47% +$1.52M 1.25% 9
2025
Q2 		$3.17M Sell
14,456
-4,076
-22% -$807K 0.94% 19
2025
Q1 		$3.53M Buy
18,532
+419
+2% +$90.9K 1.18% 12
2024
Q4 		$3.97M Buy
+18,113
New +$3.71M 1.3% 10

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

BankPlus Trust Department's AMZN Position: Q2 2026 in Review

BankPlus Trust Department reduced its Amazon (AMZN) stake by 0.81% in Q2 2026, selling an estimated $44.2K and leaving 21,620 shares worth $5.15M. The position accounts for 1.21% of the portfolio, ranked #13.

BankPlus Trust Department first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,105 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • BankPlus Trust Department held 21,620 shares of Amazon worth $5.15M as of Q2 2026.
  • BankPlus Trust Department sold 176 Amazon shares in Q2 2026, an estimated $44.2K.
  • Amazon made up 1.21% of BankPlus Trust Department's portfolio in Q2 2026, its #13 holding.
  • BankPlus Trust Department first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,105 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.