Cornerstone Planning’s Amazon AMZN Stock Holding History

Cornerstone Planning’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	$1.84M	Sell	7,726 -22,833	-75%	-$5.73M	0.43%	74
2026 Q1	$6.37M	Buy	30,559 +687	+2%	+$151K	1.44%	20
2025 Q4	$6.87M	Buy	+29,872	New	+$6.83M	1.59%	19
2024 Q4	$3.86M	Buy	+17,616	New	+$3.6M	1.48%	11

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's AMZN Position: Q2 2026 in Review

Cornerstone Planning reduced its Amazon (AMZN) stake by 75% in Q2 2026, selling an estimated $5.73M and leaving 7,726 shares worth $1.84M. The position accounts for 0.43% of the portfolio, ranked #74.

Cornerstone Planning first reported a position in AMZN in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.87M in Q4 2025. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Cornerstone Planning held 7,726 shares of Amazon worth $1.84M as of Q2 2026.
Cornerstone Planning sold 22,833 Amazon shares in Q2 2026, an estimated $5.73M.
Amazon made up 0.43% of Cornerstone Planning's portfolio in Q2 2026, its #74 holding.
Cornerstone Planning first reported a position in Amazon in Q4 2024 and has held it in 4 quarters since.
Cornerstone Planning's Amazon position peaked at $6.87M in Q4 2025.
6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.