Cornerstone Planning Group
AMZN icon

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
Q3 		$3.73M Sell
14,214
-92
-0.6% -$23.4K 0.46% 35
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

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
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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cornerstone Planning Group's AMZN Position: Q3 2026 in Review

Cornerstone Planning Group reduced its Amazon (AMZN) stake by 0.64% in Q3 2026, selling an estimated $23.4K and leaving 14,214 shares worth $3.73M. The position accounts for 0.46% of the portfolio, ranked #35.

Cornerstone Planning Group first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.04M in Q1 2026. 1,633 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Cornerstone Planning Group held 14,214 shares of Amazon worth $3.73M as of Q3 2026.
  • Cornerstone Planning Group sold 92 Amazon shares in Q3 2026, an estimated $23.4K.
  • Amazon made up 0.46% of Cornerstone Planning Group's portfolio in Q3 2026, its #35 holding.
  • Cornerstone Planning Group first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's Amazon position peaked at $4.04M in Q1 2026.
  • 1,633 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.