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Blom & Howell Financial Planning’s Amazon AMZN Stock Holding History

Blom & Howell 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 		$596K Sell
2,501
-14
-0.6% -$3.51K 0.5% 30
2026
Q1 		$524K Sell
2,515
-855
-25% -$188K 0.51% 31
2025
Q4 		$778K Buy
+3,370
New +$771K 0.77% 27

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

Blom & Howell Financial Planning's AMZN Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Amazon (AMZN) stake by 0.56% in Q2 2026, selling an estimated $3.51K and leaving 2,501 shares worth $596K. The position accounts for 0.5% of the portfolio, ranked #30.

Blom & Howell Financial Planning first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $778K in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Blom & Howell Financial Planning held 2,501 shares of Amazon worth $596K as of Q2 2026.
  • Blom & Howell Financial Planning sold 14 Amazon shares in Q2 2026, an estimated $3.51K.
  • Amazon made up 0.5% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Blom & Howell Financial Planning first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Amazon position peaked at $778K in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.