Creative Planning’s Amazon AMZN Stock Holding History

Creative 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
2025 Q3	–	Sell	-10,000	Closed	-$408K	–	3913
2025 Q2	$408K	Buy	+10,000	New	+$1.98M	﹤0.01%	2638
2023 Q4	–	Sell	-2,500	Closed	-$1.11K	–	2763
2023 Q3	$1.11K	Sell	2,500 -1,000	-29%	-$134K	﹤0.01%	2831
2023 Q2	$91.8K	Buy	3,500 +2,400	+218%	+$274K	﹤0.01%	2359
2023 Q1	$60.6K	Buy	1,100 +800	+267%	+$77.3K	﹤0.01%	2321
2022 Q4	$4.3K	Sell	300 -8,800	-97%	-$869K	﹤0.01%	2396
2022 Q3	$18K	Sell	9,100 -1,000	-10%	-$126K	﹤0.01%	2188
2022 Q2	$25K	Buy	10,100 +6,100	+153%	+$763K	﹤0.01%	2116
2022 Q1	$6K	Buy	+4,000	New	+$618K	﹤0.01%	2226
2021 Q4	–	Sell	-2,000	Closed	-$8K	–	2083
2021 Q3	$8K	Sell	2,000 -34,000	-94%	-$5.86M	﹤0.01%	2080
2021 Q2	$500K	Sell	36,000 -164,000	-82%	-$27.3M	﹤0.01%	1281
2021 Q1	$2.92M	Sell	200,000 -94,000	-32%	-$14.9M	0.01%	574
2020 Q4	$11.1M	Buy	294,000 +64,000	+28%	+$10.2M	0.02%	239
2020 Q3	$8.69M	Sell	230,000 -434,000	-65%	-$68.4M	0.02%	232
2020 Q2	$15.7M	Buy	664,000 +436,000	+191%	+$52.7M	0.05%	142
2020 Q1	$3.34M	Sell	228,000 -12,000	-5%	-$1.16M	0.01%	310
2019 Q4	$1.99M	Buy	240,000 +36,000	+18%	+$3.19M	0.01%	517
2019 Q3	$1.36M	Buy	204,000 +26,000	+15%	+$2.41M	﹤0.01%	630
2019 Q2	$2.34M	Sell	178,000 -26,000	-13%	-$2.42M	0.01%	454
2019 Q1	$2.76M	Sell	204,000 -660,000	-76%	-$54.9M	0.01%	383
2018 Q4	$1.6M	Buy	864,000 +82,000	+10%	+$6.82M	0.01%	477
2018 Q3	$13M	Buy	782,000 +278,000	+55%	+$26.1M	0.05%	139
2018 Q2	$6.54M	Buy	504,000 +148,000	+42%	+$11.7M	0.03%	211
2018 Q1	$3.48M	Buy	356,000 +32,000	+10%	+$2.29M	0.01%	327
2017 Q4	$3.92M	Buy	324,000 +204,000	+170%	+$11.2M	0.02%	294
2017 Q3	$755K	Sell	120,000 -492,000	-80%	-$24.2M	﹤0.01%	841
2017 Q2	$2.62M	Buy	612,000 +294,000	+92%	+$14M	0.01%	359
2017 Q1	$1.54M	Buy	318,000 +32,000	+11%	+$1.33M	0.01%	513
2016 Q4	$678K	Buy	286,000 +14,000	+5%	+$549K	﹤0.01%	789
2016 Q3	$1.27M	Buy	272,000 +148,000	+119%	+$5.66M	0.01%	516
2016 Q2	$584K	Buy	124,000 +22,000	+22%	+$744K	﹤0.01%	711
2016 Q1	$272K	Buy	102,000 +52,000	+104%	+$1.48M	﹤0.01%	1051
2015 Q4	$308K	Buy	50,000 +32,000	+178%	+$1.01M	﹤0.01%	978
2015 Q3	$10K	Buy	+18,000	New	+$455K	﹤0.01%	3187
2015 Q2	–	Sell	-2,000	Closed	-$7K	–	1179
2015 Q1	$7K	Sell	2,000 -20,000	-91%	-$352K	﹤0.01%	3375
2014 Q4	$8K	Sell	22,000 -76,000	-78%	-$1.18M	﹤0.01%	3219
2014 Q3	$151K	Sell	98,000 -18,000	-16%	-$299K	﹤0.01%	1220
2014 Q2	$184K	Buy	116,000 +110,000	+1,833%	+$1.74M	﹤0.01%	1074
2014 Q1	$2K	Buy	+6,000	New	+$111K	﹤0.01%	3335

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's AMZN Position: Q1 2026 in Review

Creative Planning increased its Amazon (AMZN) stake by 6.1% in Q1 2026, buying an estimated $54.8M and bringing the position to 4,314,124 shares worth $899M. The position accounts for 0.61% of the portfolio, ranked #35.

Creative Planning first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $938M in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Creative Planning held 4,314,124 shares of Amazon worth $899M as of Q1 2026.
Creative Planning bought 248,730 Amazon shares in Q1 2026, an estimated $54.8M.
Amazon made up 0.61% of Creative Planning's portfolio in Q1 2026, its #35 holding.
Creative Planning first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Amazon position peaked at $938M in Q4 2025.
5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.