Estate Planners Group’s Amazon AMZN Stock Holding History

Estate Planners Group’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	$5.79M	Sell	24,303 -1,652	-6%	-$415K	2.62%	10
2026 Q1	$5.41M	Buy	25,955 +1,034	+4%	+$228K	2.6%	11
2025 Q4	$5.75M	Buy	+24,921	New	+$5.7M	2.49%	11

Other funds holding AMZN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Estate Planners Group's AMZN Position: Q2 2026 in Review

Estate Planners Group reduced its Amazon (AMZN) stake by 6.4% in Q2 2026, selling an estimated $415K and leaving 24,303 shares worth $5.79M. The position accounts for 2.62% of the portfolio, ranked #10.

Estate Planners Group first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Estate Planners Group held 24,303 shares of Amazon worth $5.79M as of Q2 2026.
Estate Planners Group sold 1,652 Amazon shares in Q2 2026, an estimated $415K.
Amazon made up 2.62% of Estate Planners Group's portfolio in Q2 2026, its #10 holding.
Estate Planners Group first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.