Capital Planning
AMZN icon

Capital Planning’s Amazon AMZN Stock Holding History

Capital 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
Q3 		$718K Sell
2,881
-69
-2% -$17.5K 0.19% 49
2026
Q2 		$703K Buy
2,950
+620
+27% +$156K 0.2% 47
2026
Q1 		$485K Sell
2,330
-724
-24% -$159K 0.16% 50
2025
Q4 		$692K Buy
3,054
+62
+2% +$14.2K 0.19% 49
2025
Q3 		$657K Hold
2,992
– – 0.19% 45
2025
Q2 		$656K Sell
2,992
-819
-21% -$162K 0.21% 40
2025
Q1 		$725K Sell
3,811
-91
-2% -$19.7K 0.2% 54
2024
Q4 		$856K Buy
3,902
+1,635
+72% +$334K 0.22% 54
2024
Q3 		$422K Buy
2,267
+573
+34% +$105K 0.12% 66
2024
Q2 		$327K Hold
1,694
– – 0.1% 66
2024
Q1 		$306K Buy
+1,694
New +$283K 0.1% 67
2022
Q4 		– Sell
-1,824
Closed -$206K – 77
2022
Q3 		$206K Buy
+1,824
New +$231K 0.12% 59
2022
Q2 		– Sell
-1,760
Closed -$287K – 63
2022
Q1 		$287K Hold
1,760
– – 0.11% 54
2021
Q4 		$293K Hold
1,760
– – 0.11% 61
2021
Q3 		$289K Sell
1,760
-140
-7% -$24.1K 0.12% 64
2021
Q2 		$327K Hold
1,900
– – 0.14% 59
2021
Q1 		$294K Hold
1,900
– – 0.13% 55
2020
Q4 		$309K Buy
+1,900
New +$303K 0.14% 59

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Capital Planning's AMZN Position: Q3 2026 in Review

Capital Planning reduced its Amazon (AMZN) stake by 2.3% in Q3 2026, selling an estimated $17.5K and leaving 2,881 shares worth $718K. The position accounts for 0.19% of the portfolio, ranked #49.

Capital Planning first reported a position in AMZN in Q4 2020 and has held it in 18 quarters since. The position peaked at $856K in Q4 2024. 2,631 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Capital Planning held 2,881 shares of Amazon worth $718K as of Q3 2026.
  • Capital Planning sold 69 Amazon shares in Q3 2026, an estimated $17.5K.
  • Amazon made up 0.19% of Capital Planning's portfolio in Q3 2026, its #49 holding.
  • Capital Planning first reported a position in Amazon in Q4 2020 and has held it in 18 quarters since.
  • Capital Planning's Amazon position peaked at $856K in Q4 2024.
  • 2,631 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.