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Donalies Financial Planning’s Amazon AMZN Stock Holding History

Donalies 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
Q2 		$3.97M Sell
16,677
-444
-3% -$111K 2.93% 9
2026
Q1 		$3.57M Sell
17,121
-488
-3% -$107K 3.04% 10
2025
Q4 		$4.06M Buy
+17,609
New +$4.03M 3.46% 8

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Donalies Financial Planning reduced its Amazon (AMZN) stake by 2.6% in Q2 2026, selling an estimated $111K and leaving 16,677 shares worth $3.97M. The position accounts for 2.93% of the portfolio, ranked #9.

Donalies Financial Planning first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.06M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Donalies Financial Planning held 16,677 shares of Amazon worth $3.97M as of Q2 2026.
  • Donalies Financial Planning sold 444 Amazon shares in Q2 2026, an estimated $111K.
  • Amazon made up 2.93% of Donalies Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Donalies Financial Planning first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Donalies Financial Planning's Amazon position peaked at $4.06M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.