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 Q2	$3.5M	Sell	14,306 -455	-3%	-$114K	0.44%	32
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 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

Cornerstone Planning Group's AMZN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Amazon (AMZN) stake by 3.1% in Q2 2026, selling an estimated $114K and leaving 14,306 shares worth $3.5M. The position accounts for 0.44% of the portfolio, ranked #32.

Cornerstone Planning Group first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.04M in Q1 2026. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Cornerstone Planning Group held 14,306 shares of Amazon worth $3.5M as of Q2 2026.
Cornerstone Planning Group sold 455 Amazon shares in Q2 2026, an estimated $114K.
Amazon made up 0.44% of Cornerstone Planning Group's portfolio in Q2 2026, its #32 holding.
Cornerstone Planning Group first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Amazon position peaked at $4.04M in Q1 2026.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.