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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
2025
Q4 		– Sell
-300
Closed -$65.9K – 76
2025
Q3 		$65.9K Hold
300
– – 0.05% 92
2025
Q2 		$65.8K Hold
300
– – 0.06% 86
2025
Q1 		$57.1K Buy
+300
New +$65.1K 0.06% 78

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
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.