CFP
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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
2023
Q4 		– Sell
-1,000
Closed -$127K – 44
2023
Q3 		$127K Buy
+1,000
New +$134K 0.07% 60

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Cypress Financial Planning's AMZN Position: Q2 2026 in Review

Cypress Financial Planning reduced its Amazon (AMZN) stake by 5.4% in Q2 2026, selling an estimated $95.6K and leaving 6,737 shares worth $1.61M. The position accounts for 0.39% of the portfolio, ranked #28.

Cypress Financial Planning first reported a position in AMZN in Q2 2022 and has held it in 17 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cypress Financial Planning held 6,737 shares of Amazon worth $1.61M as of Q2 2026.
  • Cypress Financial Planning sold 381 Amazon shares in Q2 2026, an estimated $95.6K.
  • Amazon made up 0.39% of Cypress Financial Planning's portfolio in Q2 2026, its #28 holding.
  • Cypress Financial Planning first reported a position in Amazon in Q2 2022 and has held it in 17 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.