Consolidated Planning Corp
AMZN icon

Consolidated Planning Corp’s Amazon AMZN Stock Holding History

Consolidated Planning Corp’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 		$6.63M Buy
26,611
+4,454
+20% +$1.13M 0.9% 17
2026
Q2 		$5.28M Sell
22,157
-203
-0.9% -$51K 0.71% 28
2026
Q1 		$4.66M Sell
22,360
-23,811
-52% -$5.24M 0.76% 28
2025
Q4 		$10.7M Buy
46,171
+770
+2% +$176K 1.08% 20
2025
Q3 		$10M Buy
45,401
+1,414
+3% +$320K 1.05% 20
2025
Q2 		$9.7M Buy
43,987
+1,118
+3% +$221K 1.21% 23
2025
Q1 		$8.16M Buy
42,869
+964
+2% +$209K 1.12% 24
2024
Q4 		$9.19M Buy
41,905
+1,993
+5% +$408K 1.25% 21
2024
Q3 		$7.44M Buy
39,912
+2,309
+6% +$421K 1.11% 23
2024
Q2 		$7.27M Buy
37,603
+1,725
+5% +$317K 1.2% 23
2024
Q1 		$6.47M Sell
35,878
-543
-1% -$90.6K 1.11% 27
2023
Q4 		$5.53M Buy
36,421
+522
+1% +$73.2K 1.03% 27
2023
Q3 		$4.56M Sell
35,899
-394
-1% -$52.8K 1.01% 33
2023
Q2 		$4.73M Buy
36,293
+3,354
+10% +$383K 1% 30
2023
Q1 		$3.4M Buy
32,939
+19,054
+137% +$1.84M 0.88% 41
2022
Q4 		$1.17M Sell
13,885
-7,679
-36% -$759K 0.32% 75
2022
Q3 		$2.44M Sell
21,564
-1,882
-8% -$238K 0.76% 46
2022
Q2 		$2.49M Buy
23,446
+11,026
+89% +$1.38M 0.78% 42
2022
Q1 		$2.02M Sell
12,420
-20
-0.2% -$3.09K 1.4% 12
2021
Q4 		$2.07M Buy
12,440
+720
+6% +$123K 1.34% 12
2021
Q3 		$1.92M Sell
11,720
-120
-1% -$20.7K 1.25% 12
2021
Q2 		$2.04M Sell
11,840
-20
-0.2% -$3.32K 1.51% 12
2021
Q1 		$1.83M Hold
11,860
– – 1.17% 14
2020
Q4 		$1.93M Buy
11,860
+240
+2% +$38.3K 1.26% 16
2020
Q3 		$1.83M Buy
11,620
+80
+0.7% +$12.6K 1.36% 13
2020
Q2 		$1.59M Sell
11,540
-460
-4% -$55.6K 1.56% 12
2020
Q1 		$1.17M Buy
12,000
+640
+6% +$61.9K 1.47% 12
2019
Q4 		$1.05M Buy
+11,360
New +$1.01M 1.04% 14

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consolidated Planning Corp's AMZN Position: Q3 2026 in Review

Consolidated Planning Corp increased its Amazon (AMZN) stake by 20% in Q3 2026, buying an estimated $1.13M and bringing the position to 26,611 shares worth $6.63M. The position accounts for 0.9% of the portfolio, ranked #17.

Consolidated Planning Corp first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.7M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Consolidated Planning Corp held 26,611 shares of Amazon worth $6.63M as of Q3 2026.
  • Consolidated Planning Corp bought 4,454 Amazon shares in Q3 2026, an estimated $1.13M.
  • Amazon made up 0.9% of Consolidated Planning Corp's portfolio in Q3 2026, its #17 holding.
  • Consolidated Planning Corp first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
  • Consolidated Planning Corp's Amazon position peaked at $10.7M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.