CFC Planning Company’s Amazon AMZN Stock Holding History

CFC Planning Company’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	$306K	Buy	1,230 +140	+13%	+$35.6K	0.16%	57
2026 Q2	$260K	Hold	1,090	–	–	0.15%	60
2026 Q1	$227K	Hold	1,090	–	–	0.16%	65
2025 Q4	$252K	Sell	1,090 -2,908	-73%	-$665K	0.19%	61
2025 Q3	$878K	Buy	3,998 +2,812	+237%	+$636K	0.72%	34
2025 Q2	$260K	Buy	1,186 +31	+3%	+$6.14K	0.25%	60
2025 Q1	$220K	Sell	1,155 -2,262	-66%	-$491K	0.24%	71
2024 Q4	$750K	Buy	+3,417	New	+$699K	0.8%	36

Other funds holding AMZN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

CFC Planning Company's AMZN Position: Q3 2026 in Review

CFC Planning Company increased its Amazon (AMZN) stake by 13% in Q3 2026, buying an estimated $35.6K and bringing the position to 1,230 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #57.

CFC Planning Company first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. The position peaked at $878K in Q3 2025. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

CFC Planning Company held 1,230 shares of Amazon worth $306K as of Q3 2026.
CFC Planning Company bought 140 Amazon shares in Q3 2026, an estimated $35.6K.
Amazon made up 0.16% of CFC Planning Company's portfolio in Q3 2026, its #57 holding.
CFC Planning Company first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
CFC Planning Company's Amazon position peaked at $878K in Q3 2025.
5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.