EP
AMZN icon

Essential Planning’s Amazon AMZN Stock Holding History

Essential 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 		$495K Buy
2,077
+64
+3% +$16.1K 0.14% 55
2026
Q1 		$419K Hold
2,013
– – 0.13% 57
2025
Q4 		$465K Buy
2,013
+7
+0.3% +$1.6K 0.15% 50
2025
Q3 		$441K Buy
2,006
+140
+8% +$31.7K 0.15% 52
2025
Q2 		$409K Hold
1,866
– – 0.15% 57
2025
Q1 		$355K Sell
1,866
-20,957
-92% -$4.55M 0.14% 58
2024
Q4 		$4.66M Buy
22,823
+20,956
+1,122% +$4.29M 0.03% 124
2024
Q3 		$348K Buy
1,867
+329
+21% +$60K 0.14% 58
2024
Q2 		$297K Buy
+1,538
New +$283K 0.13% 56

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

Essential Planning's AMZN Position: Q2 2026 in Review

Essential Planning increased its Amazon (AMZN) stake by 3.2% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,077 shares worth $495K. The position accounts for 0.14% of the portfolio, ranked #55.

Essential Planning first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.66M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Essential Planning held 2,077 shares of Amazon worth $495K as of Q2 2026.
  • Essential Planning bought 64 Amazon shares in Q2 2026, an estimated $16.1K.
  • Amazon made up 0.14% of Essential Planning's portfolio in Q2 2026, its #55 holding.
  • Essential Planning first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
  • Essential Planning's Amazon position peaked at $4.66M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.