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 Q4	–	Sell	-2,300	Closed	-$14.6K	–	3912
2025 Q3	$14.6K	Buy	+2,300	New	+$521K	﹤0.01%	3828
2024 Q3	–	Sell	-2,000	Closed	-$1.66K	–	3200
2024 Q2	$1.66K	Hold	2,000	–	–	﹤0.01%	3049
2024 Q1	$4.26K	Buy	+2,000	New	+$334K	﹤0.01%	2890
2023 Q3	–	Sell	-13,500	Closed	-$3.9K	–	2914
2023 Q2	$3.9K	Sell	13,500 -7,500	-36%	-$856K	﹤0.01%	2579
2023 Q1	$77.7K	Sell	21,000 -68,400	-77%	-$6.61M	﹤0.01%	2285
2022 Q4	$979K	Buy	89,400 +63,900	+251%	+$6.31M	﹤0.01%	1046
2022 Q3	$441K	Buy	25,500 +4,000	+19%	+$506K	﹤0.01%	1415
2022 Q2	$601K	Sell	21,500 -6,500	-23%	-$813K	﹤0.01%	1215
2022 Q1	$47K	Buy	+28,000	New	+$4.33M	﹤0.01%	2065
2021 Q4	–	Sell	-8,000	Closed	-$11K	–	2084
2021 Q3	$11K	Sell	8,000 -90,000	-92%	-$15.5M	﹤0.01%	2067
2021 Q2	$10K	Sell	98,000 -20,000	-17%	-$3.32M	﹤0.01%	2013
2021 Q1	$749K	Sell	118,000 -20,000	-14%	-$3.17M	﹤0.01%	1196
2020 Q4	$29K	Buy	138,000 +4,000	+3%	+$638K	﹤0.01%	2155
2020 Q3	$602K	Buy	134,000 +4,000	+3%	+$631K	﹤0.01%	1040
2020 Q2	$382K	Buy	130,000 +86,000	+195%	+$10.4M	﹤0.01%	1171
2020 Q1	$574K	Sell	44,000 -18,000	-29%	-$1.74M	﹤0.01%	874
2019 Q4	$54K	Sell	62,000 -2,000	-3%	-$177K	﹤0.01%	1816
2019 Q3	$561K	Buy	64,000 +24,000	+60%	+$2.23M	﹤0.01%	1004
2019 Q2	$364K	Sell	40,000 -4,000	-9%	-$373K	﹤0.01%	1251
2019 Q1	$547K	Sell	44,000 -126,000	-74%	-$10.5M	﹤0.01%	983
2018 Q4	$383K	Sell	170,000 -30,000	-15%	-$2.49M	﹤0.01%	1093
2018 Q3	$68K	Buy	200,000 +60,000	+43%	+$5.64M	﹤0.01%	1841
2018 Q2	$326K	Buy	140,000 +28,000	+25%	+$2.22M	﹤0.01%	1325
2018 Q1	$831K	Buy	+112,000	New	+$8.01M	﹤0.01%	833
2017 Q3	–	Sell	-60,000	Closed	-$47K	–	1959
2017 Q2	$47K	Buy	60,000 +54,000	+900%	+$2.58M	﹤0.01%	2551
2017 Q1	$2K	Sell	6,000 -34,000	-85%	-$1.42M	﹤0.01%	4256
2016 Q4	$31K	Sell	40,000 -2,000	-5%	-$78.4K	﹤0.01%	2757
2016 Q3	$4K	Sell	42,000 -6,000	-13%	-$230K	﹤0.01%	3949
2016 Q2	$20K	Buy	48,000 +10,000	+26%	+$338K	﹤0.01%	2787
2016 Q1	$25K	Buy	38,000 +6,000	+19%	+$170K	﹤0.01%	2594
2015 Q4	$31K	Buy	+32,000	New	+$1.01M	﹤0.01%	2499
2015 Q2	–	Sell	-20,000	Closed	-$2K	–	1180
2015 Q1	$2K	Buy	20,000 +18,000	+900%	+$317K	﹤0.01%	3840
2014 Q4	$1K	Buy	+2,000	New	+$31.2K	﹤0.01%	3944
2014 Q2	–	Sell	-8,000	Closed	-$6K	–	3764
2014 Q1	$6K	Buy	+8,000	New	+$148K	﹤0.01%	2981

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.