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Capital & Planning LLC’s Amazon AMZN Stock Holding History

Capital & Planning LLC’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 		$15.7M Buy
75,387
+58,587
+349% +$12.9M 9.53% 2
2025
Q4 		$3.88M Sell
16,800
-57,939
-78% -$13.3M 17.95% 2
2025
Q3 		$16.4M Buy
74,739
+281
+0.4% +$63.6K 10.13% 3
2025
Q2 		$16.3M Buy
74,458
+414
+0.6% +$81.9K 11.09% 2
2025
Q1 		$14.1M Buy
74,044
+193
+0.3% +$41.9K 10.46% 3
2024
Q4 		$16.2M Buy
+73,851
New +$15.1M 11.85% 2

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital & Planning LLC's AMZN Position: Q1 2026 in Review

Capital & Planning LLC increased its Amazon (AMZN) stake by 349% in Q1 2026, buying an estimated $12.9M and bringing the position to 75,387 shares worth $15.7M. The position accounts for 9.53% of the portfolio, ranked #2.

Capital & Planning LLC first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.4M in Q3 2025. 6,009 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Capital & Planning LLC held 75,387 shares of Amazon worth $15.7M as of Q1 2026.
  • Capital & Planning LLC bought 58,587 Amazon shares in Q1 2026, an estimated $12.9M.
  • Amazon made up 9.53% of Capital & Planning LLC's portfolio in Q1 2026, its #2 holding.
  • Capital & Planning LLC first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Capital & Planning LLC's Amazon position peaked at $16.4M in Q3 2025.
  • 6,009 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.