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Capasso Planning Partners’s Amazon AMZN Stock Holding History

Capasso Planning Partners’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
Q1 		$984K Sell
4,727
-20
-0.4% -$4.4K 0.53% 28
2025
Q4 		$1.1M Buy
4,747
+955
+25% +$218K 0.6% 25
2025
Q3 		$833K Sell
3,792
-1,206
-24% -$273K 0.51% 28
2025
Q2 		$1.1M Sell
4,998
-357
-7% -$70.6K 0.62% 28
2025
Q1 		$1.02M Sell
5,355
-729
-12% -$158K 0.43% 45
2024
Q4 		$1.33M Sell
6,084
-4,560
-43% -$933K 0.53% 38
2024
Q3 		$1.98M Sell
10,644
-2,546
-19% -$465K 0.59% 35
2024
Q2 		$2.55M Buy
13,190
+6,959
+112% +$1.28M 0.83% 27
2024
Q1 		$1.12M Buy
6,231
+81
+1% +$13.5K 0.47% 43
2023
Q4 		$934K Buy
6,150
+176
+3% +$24.7K 0.44% 42
2023
Q3 		$759K Sell
5,974
-4
-0.1% -$536 0.41% 39
2023
Q2 		$779K Buy
5,978
+904
+18% +$103K 0.42% 42
2023
Q1 		$524K Sell
5,074
-978
-16% -$94.5K 0.31% 53
2022
Q4 		$508K Sell
6,052
-100
-2% -$9.88K 0.32% 52
2022
Q3 		$695K Buy
6,152
+130
+2% +$16.4K 0.49% 40
2022
Q2 		$640K Buy
6,022
+582
+11% +$72.8K 0.45% 38
2022
Q1 		$887K Sell
5,440
-180
-3% -$27.8K 0.63% 36
2021
Q4 		$937K Buy
+5,620
New +$962K 0.68% 33

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capasso Planning Partners's AMZN Position: Q1 2026 in Review

Capasso Planning Partners reduced its Amazon (AMZN) stake by 0.42% in Q1 2026, selling an estimated $4.4K and leaving 4,727 shares worth $984K. The position accounts for 0.53% of the portfolio, ranked #28.

Capasso Planning Partners first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.55M in Q2 2024. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Capasso Planning Partners held 4,727 shares of Amazon worth $984K as of Q1 2026.
  • Capasso Planning Partners sold 20 Amazon shares in Q1 2026, an estimated $4.4K.
  • Amazon made up 0.53% of Capasso Planning Partners's portfolio in Q1 2026, its #28 holding.
  • Capasso Planning Partners first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's Amazon position peaked at $2.55M in Q2 2024.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.