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Center for Financial Planning’s Amazon AMZN Stock Holding History

Center for 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 		$6.01M Buy
25,220
+415
+2% +$104K 0.56% 16
2026
Q1 		$5.17M Buy
24,805
+15
+0.1% +$3.3K 0.54% 16
2025
Q4 		$5.72M Sell
24,790
-584
-2% -$134K 0.6% 15
2025
Q3 		$5.57M Buy
25,374
+985
+4% +$223K 0.6% 14
2025
Q2 		$5.35M Buy
24,389
+153
+0.6% +$30.3K 0.61% 14
2025
Q1 		$4.61M Buy
24,236
+600
+3% +$130K 0.59% 13
2024
Q4 		$5.19M Buy
23,636
+60
+0.3% +$12.3K 0.69% 13
2024
Q3 		$4.39M Sell
23,576
-1,624
-6% -$296K 0.6% 13
2024
Q2 		$4.87M Sell
25,200
-584
-2% -$107K 0.7% 13
2024
Q1 		$4.65M Buy
25,784
+1,429
+6% +$239K 0.7% 13
2023
Q4 		$3.7M Hold
24,355
– – 0.68% 12
2023
Q3 		$3.1M Sell
24,355
-527
-2% -$70.6K 0.67% 12
2023
Q2 		$3.24M Hold
24,882
– – 0.68% 12
2023
Q1 		$2.57M Sell
24,882
-80
-0.3% -$7.73K 0.59% 14
2022
Q4 		$2.1M Buy
24,962
+6,624
+36% +$654K 0.51% 21
2022
Q3 		$2.07M Sell
18,338
-22
-0.1% -$2.78K 0.55% 18
2022
Q2 		$1.95M Sell
18,360
-320
-2% -$40K 0.5% 20
2022
Q1 		$3.04M Buy
18,680
+60
+0.3% +$9.27K 0.62% 14
2021
Q4 		$3.1M Buy
18,620
+140
+0.8% +$24K 0.64% 14
2021
Q3 		$3.04M Sell
18,480
-100
-0.5% -$17.2K 0.74% 12
2021
Q2 		$3.2M Sell
18,580
-380
-2% -$63.2K 0.79% 12
2021
Q1 		$2.93M Buy
18,960
+1,540
+9% +$244K 0.77% 12
2020
Q4 		$2.84M Sell
17,420
-900
-5% -$144K 0.8% 12
2020
Q3 		$2.88M Sell
18,320
-400
-2% -$63.1K 0.93% 12
2020
Q2 		$2.58M Buy
18,720
+1,800
+11% +$217K 0.9% 11
2020
Q1 		$1.65M Buy
16,920
+400
+2% +$38.7K 0.56% 15
2019
Q4 		$1.53M Buy
+16,520
New +$1.46M 0.38% 23

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

Center for Financial Planning's AMZN Position: Q2 2026 in Review

Center for Financial Planning increased its Amazon (AMZN) stake by 1.7% in Q2 2026, buying an estimated $104K and bringing the position to 25,220 shares worth $6.01M. The position accounts for 0.56% of the portfolio, ranked #16.

Center for Financial Planning first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Center for Financial Planning held 25,220 shares of Amazon worth $6.01M as of Q2 2026.
  • Center for Financial Planning bought 415 Amazon shares in Q2 2026, an estimated $104K.
  • Amazon made up 0.56% of Center for Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Center for Financial Planning first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.