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Cornerstone Planning Group’s Amazon AMZN Stock Holding History

Cornerstone Planning Group’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 		$4.04M Buy
14,761
+841
+6% +$185K 0.54% 29
2025
Q4 		$3.38M Sell
13,920
-232
-2% -$53.1K 0.53% 32
2025
Q3 		$3.15M Buy
14,152
+1,867
+15% +$423K 0.51% 34
2025
Q2 		$2.63M Sell
12,285
-857
-7% -$170K 0.54% 24
2025
Q1 		$2.37M Buy
13,142
+7,561
+135% +$1.64M 0.57% 21
2024
Q4 		$1.31M Buy
5,581
+1,261
+29% +$258K 0.32% 23
2024
Q3 		$824K Buy
4,320
+93
+2% +$17K 0.22% 29
2024
Q2 		$681K Buy
4,227
+938
+29% +$172K 0.2% 39
2024
Q1 		$612K Sell
3,289
-37
-1% -$6.18K 0.19% 33
2023
Q4 		$505K Sell
3,326
-284
-8% -$39.8K 0.17% 42
2023
Q3 		$459K Buy
3,610
+295
+9% +$39.5K 0.17% 44
2023
Q2 		$432K Buy
+3,315
New +$379K 0.17% 55
2022
Q4 		$296K Buy
+3,157
New +$312K 0.12% 79

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

Cornerstone Planning Group's AMZN Position: Q1 2026 in Review

Cornerstone Planning Group increased its Amazon (AMZN) stake by 6% in Q1 2026, buying an estimated $185K and bringing the position to 14,761 shares worth $4.04M. The position accounts for 0.54% of the portfolio, ranked #29.

Cornerstone Planning Group first reported a position in AMZN in Q4 2022 and has held it in 13 quarters since. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Cornerstone Planning Group held 14,761 shares of Amazon worth $4.04M as of Q1 2026.
  • Cornerstone Planning Group bought 841 Amazon shares in Q1 2026, an estimated $185K.
  • Amazon made up 0.54% of Cornerstone Planning Group's portfolio in Q1 2026, its #29 holding.
  • Cornerstone Planning Group first reported a position in Amazon in Q4 2022 and has held it in 13 quarters since.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.