Cypress Financial Planning
AMZN icon

Cypress Financial Planning’s Amazon AMZN Stock Holding History

Cypress Financial 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
Q3 		$1.62M Sell
6,484
-253
-4% -$64.3K 0.43% 27
2026
Q2 		$1.61M Sell
6,737
-381
-5% -$95.6K 0.39% 28
2026
Q1 		$1.48M Buy
7,118
+271
+4% +$59.7K 0.41% 27
2025
Q4 		$1.59M Buy
6,847
+21
+0.3% +$4.8K 0.44% 26
2025
Q3 		$1.5M Sell
6,826
-74
-1% -$16.8K 0.46% 24
2025
Q2 		$1.51M Sell
6,900
-52
-0.7% -$10.3K 0.49% 23
2025
Q1 		$1.32M Buy
6,952
+223
+3% +$48.4K 0.47% 24
2024
Q4 		$1.48M Buy
6,729
+131
+2% +$26.8K 0.54% 22
2024
Q3 		$1.23M Buy
6,598
+27
+0.4% +$4.93K 0.45% 22
2024
Q2 		$1.27M Sell
6,571
-733
-10% -$135K 0.53% 22
2024
Q1 		$1.32M Buy
7,304
+5,691
+353% +$950K 0.6% 18
2023
Q4 		$233K Sell
1,613
-5,566
-78% -$780K 0.21% 36
2023
Q3 		$913K Buy
7,179
+26
+0.4% +$3.48K 0.52% 21
2023
Q2 		$931K Buy
7,153
+5
+0.1% +$571 0.53% 21
2023
Q1 		$732K Buy
7,148
+52
+0.7% +$5.02K 0.45% 23
2022
Q4 		$609K Sell
7,096
-171
-2% -$16.9K 0.41% 25
2022
Q3 		$821K Buy
7,267
+35
+0.5% +$4.42K 0.58% 19
2022
Q2 		$768K Buy
+7,232
New +$905K 0.53% 21

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cypress Financial Planning's AMZN Position: Q3 2026 in Review

Cypress Financial Planning reduced its Amazon (AMZN) stake by 3.8% in Q3 2026, selling an estimated $64.3K and leaving 6,484 shares worth $1.62M. The position accounts for 0.43% of the portfolio, ranked #27.

Cypress Financial Planning first reported a position in AMZN in Q2 2022 and has held it in 18 quarters since. 2,851 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Cypress Financial Planning held 6,484 shares of Amazon worth $1.62M as of Q3 2026.
  • Cypress Financial Planning sold 253 Amazon shares in Q3 2026, an estimated $64.3K.
  • Amazon made up 0.43% of Cypress Financial Planning's portfolio in Q3 2026, its #27 holding.
  • Cypress Financial Planning first reported a position in Amazon in Q2 2022 and has held it in 18 quarters since.
  • 2,851 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.