Beacon Financial Planning’s Amazon AMZN Stock Holding History

Beacon 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	$707K	Buy	2,968 +182	+7%	+$45.7K	0.24%	46
2026 Q1	$580K	Buy	2,786 +1,503	+117%	+$331K	0.22%	45
2025 Q4	$296K	Sell	1,283 -1	-0.1%	-$229	0.14%	47
2025 Q3	$282K	Buy	1,284 +55	+4%	+$12.4K	0.15%	49
2025 Q2	$270K	Hold	1,229	–	–	0.15%	47
2025 Q1	$234K	Hold	1,229	–	–	0.13%	47
2024 Q4	$270K	Hold	1,229	–	–	0.16%	45
2024 Q3	$229K	Hold	1,229	–	–	0.14%	43
2024 Q2	$238K	Sell	1,229 -947	-44%	-$174K	0.16%	37
2024 Q1	$393K	Sell	2,176 -333	-13%	-$55.6K	0.27%	28
2023 Q4	$381K	Buy	2,509 +60	+2%	+$8.41K	0.3%	27
2023 Q3	$311K	Sell	2,449 -141	-5%	-$18.9K	0.27%	24
2023 Q2	$338K	Hold	2,590	–	–	0.29%	21
2023 Q1	$268K	Buy	+2,590	New	+$250K	0.25%	21

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 $3.37T AUM 44.26% 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

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

Beacon Financial Planning increased its Amazon (AMZN) stake by 6.5% in Q2 2026, buying an estimated $45.7K and bringing the position to 2,968 shares worth $707K. The position accounts for 0.24% of the portfolio, ranked #46.

Beacon Financial Planning first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Beacon Financial Planning held 2,968 shares of Amazon worth $707K as of Q2 2026.
Beacon Financial Planning bought 182 Amazon shares in Q2 2026, an estimated $45.7K.
Amazon made up 0.24% of Beacon Financial Planning's portfolio in Q2 2026, its #46 holding.
Beacon Financial Planning first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.