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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essential Planning's AMZN Position: Q1 2026 in Review

Essential Planning held its Amazon (AMZN) position steady in Q1 2026 at 2,013 shares worth $419K. The position accounts for 0.13% of the portfolio, ranked #57.

Essential Planning first reported a position in AMZN in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.66M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Essential Planning held 2,013 shares of Amazon worth $419K as of Q1 2026.
  • Essential Planning left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 0.13% of Essential Planning's portfolio in Q1 2026, its #57 holding.
  • Essential Planning first reported a position in Amazon in Q2 2024 and has held it in 8 quarters since.
  • Essential Planning's Amazon position peaked at $4.66M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.