Comprehensive Financial Planning’s Amazon AMZN Stock Holding History

Comprehensive 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	$3.16M	Sell	13,256 -50	-0.4%	-$12.6K	1.68%	16
2026 Q1	$2.77M	Sell	13,306 -400	-3%	-$88.1K	1.92%	12
2025 Q4	$3.16M	Buy	13,706 +352	+3%	+$80.5K	2.09%	10
2025 Q3	$2.93M	Buy	13,354 +143	+1%	+$32.4K	2.01%	10
2025 Q2	$2.9M	Buy	13,211 +229	+2%	+$45.3K	2.28%	9
2025 Q1	$2.47M	Buy	12,982 +544	+4%	+$118K	2.4%	9
2024 Q4	$2.73M	Buy	+12,438	New	+$2.54M	2.3%	10

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

Comprehensive Financial Planning's AMZN Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Amazon (AMZN) stake by 0.38% in Q2 2026, selling an estimated $12.6K and leaving 13,256 shares worth $3.16M. The position accounts for 1.68% of the portfolio, ranked #16.

Comprehensive Financial Planning first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q4 2025. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Comprehensive Financial Planning held 13,256 shares of Amazon worth $3.16M as of Q2 2026.
Comprehensive Financial Planning sold 50 Amazon shares in Q2 2026, an estimated $12.6K.
Amazon made up 1.68% of Comprehensive Financial Planning's portfolio in Q2 2026, its #16 holding.
Comprehensive Financial Planning first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Amazon position peaked at $3.16M in Q4 2025.
6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.