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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CFC Planning Company's AMZN Position: Q1 2026 in Review

CFC Planning Company held its Amazon (AMZN) position steady in Q1 2026 at 1,090 shares worth $227K. The position accounts for 0.16% of the portfolio, ranked #65.

CFC Planning Company first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $878K in Q3 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

CFC Planning Company held 1,090 shares of Amazon worth $227K as of Q1 2026.
CFC Planning Company left its Amazon share count unchanged in Q1 2026.
Amazon made up 0.16% of CFC Planning Company's portfolio in Q1 2026, its #65 holding.
CFC Planning Company first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
CFC Planning Company's Amazon position peaked at $878K in Q3 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.