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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
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 $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital Planning's AMZN Position: Q2 2026 in Review

Capital Planning increased its Amazon (AMZN) stake by 27% in Q2 2026, buying an estimated $156K and bringing the position to 2,950 shares worth $703K. The position accounts for 0.2% of the portfolio, ranked #47.

Capital Planning first reported a position in AMZN in Q4 2020 and has held it in 17 quarters since. The position peaked at $856K in Q4 2024. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Capital Planning held 2,950 shares of Amazon worth $703K as of Q2 2026.
  • Capital Planning bought 620 Amazon shares in Q2 2026, an estimated $156K.
  • Amazon made up 0.2% of Capital Planning's portfolio in Q2 2026, its #47 holding.
  • Capital Planning first reported a position in Amazon in Q4 2020 and has held it in 17 quarters since.
  • Capital Planning's Amazon position peaked at $856K in Q4 2024.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.