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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
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 		$9.97M Buy
45,401
+1,414
+3% +$320K 1.05% 20
2025
Q2 		$9.65M 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 		$1.93M 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 $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Consolidated Planning Corp's AMZN Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Amazon (AMZN) stake by 0.91% in Q2 2026, selling an estimated $51K and leaving 22,157 shares worth $5.28M. The position accounts for 0.71% of the portfolio, ranked #28.

Consolidated Planning Corp first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.7M in Q4 2025. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Consolidated Planning Corp held 22,157 shares of Amazon worth $5.28M as of Q2 2026.
  • Consolidated Planning Corp sold 203 Amazon shares in Q2 2026, an estimated $51K.
  • Amazon made up 0.71% of Consolidated Planning Corp's portfolio in Q2 2026, its #28 holding.
  • Consolidated Planning Corp first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's Amazon position peaked at $10.7M in Q4 2025.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.