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Defined Financial Planning’s Amazon AMZN Stock Holding History

Defined 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
2025
Q3 		$1.27M Sell
5,636
-363
-6% -$82.2K 1.05% 21
2025
Q2 		$1.36M Sell
5,999
-508
-8% -$101K 1.21% 23
2025
Q1 		$1.25M Buy
6,507
+653
+11% +$142K 1.27% 23
2024
Q4 		$1.28M Buy
+5,854
New +$1.2M 1.37% 22

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Defined Financial Planning's AMZN Position: Q3 2025 in Review

Defined Financial Planning reduced its Amazon (AMZN) stake by 6.1% in Q3 2025, selling an estimated $82.2K and leaving 5,636 shares worth $1.27M. The position accounts for 1.05% of the portfolio, ranked #21.

Defined Financial Planning first reported a position in AMZN in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.36M in Q2 2025. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Defined Financial Planning held 5,636 shares of Amazon worth $1.27M as of Q3 2025.
  • Defined Financial Planning sold 363 Amazon shares in Q3 2025, an estimated $82.2K.
  • Amazon made up 1.05% of Defined Financial Planning's portfolio in Q3 2025, its #21 holding.
  • Defined Financial Planning first reported a position in Amazon in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's Amazon position peaked at $1.36M in Q2 2025.
  • 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.