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 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%	+$637K	0.72%	34
2025 Q2	$260K	Buy	1,186 +31	+3%	+$6.13K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CFC Planning Company's AMZN Position: Q2 2026 in Review

CFC Planning Company held its Amazon (AMZN) position steady in Q2 2026 at 1,090 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #60.

CFC Planning Company first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $878K in Q3 2025. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

CFC Planning Company held 1,090 shares of Amazon worth $260K as of Q2 2026.
CFC Planning Company left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.15% of CFC Planning Company's portfolio in Q2 2026, its #60 holding.
CFC Planning Company first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
CFC Planning Company's Amazon position peaked at $878K in Q3 2025.
6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.