Divergent Planning’s Amazon AMZN Stock Holding History

Divergent 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	$580K	Hold	2,560	–	–	0.15%	21
2025 Q3	$562K	Sell	2,560 -110	-4%	-$24.9K	0.15%	20
2025 Q2	$589K	Sell	2,670 -336	-11%	-$66.5K	0.17%	19
2025 Q1	$589K	Buy	3,006 +286	+11%	+$62.1K	0.2%	16
2024 Q4	$596K	Sell	2,720 -316	-10%	-$64.6K	0.2%	16
2024 Q3	$566K	Hold	3,036	–	–	0.21%	16
2024 Q2	$600K	Sell	3,036 -156	-5%	-$28.7K	0.24%	14
2024 Q1	$578K	Buy	3,192 +900	+39%	+$150K	0.24%	14
2023 Q4	$344K	Buy	2,292 +500	+28%	+$70.1K	0.17%	15
2023 Q3	$230K	Buy	1,792 +79	+5%	+$10.6K	0.12%	20
2023 Q2	$223K	Buy	+1,713	New	+$196K	0.12%	24
2022 Q2	–	Sell	-1,640	Closed	-$268K	–	19
2022 Q1	$268K	Hold	1,640	–	–	0.17%	18
2021 Q4	$275K	Hold	1,640	–	–	0.2%	18
2021 Q3	$266K	Hold	1,640	–	–	0.22%	15
2021 Q2	$293K	Hold	1,640	–	–	0.24%	15
2021 Q1	$279K	Hold	1,640	–	–	0.24%	13
2020 Q4	$267K	Buy	+1,640	New	+$262K	0.26%	13

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Divergent Planning's AMZN Position: Q4 2025 in Review

Divergent Planning held its Amazon (AMZN) position steady in Q4 2025 at 2,560 shares worth $580K. The position accounts for 0.15% of the portfolio, ranked #21.

Divergent Planning first reported a position in AMZN in Q4 2020 and has held it in 17 quarters since. The position peaked at $600K in Q2 2024. 6,083 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

Divergent Planning held 2,560 shares of Amazon worth $580K as of Q4 2025.
Divergent Planning left its Amazon share count unchanged in Q4 2025.
Amazon made up 0.15% of Divergent Planning's portfolio in Q4 2025, its #21 holding.
Divergent Planning first reported a position in Amazon in Q4 2020 and has held it in 17 quarters since.
Divergent Planning's Amazon position peaked at $600K in Q2 2024.
6,083 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.