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Fiduciary Planning’s Amazon AMZN Stock Holding History

Fiduciary 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 		$3.36M Sell
16,120
-76
-0.5% -$16.7K 1.01% 21
2025
Q4 		$3.74M Sell
16,196
-291
-2% -$66.6K 1.13% 20
2025
Q3 		$3.62M Sell
16,487
-258
-2% -$58.4K 1.11% 20
2025
Q2 		$3.67M Sell
16,745
-144
-0.9% -$28.5K 1.22% 18
2025
Q1 		$3.21M Buy
16,889
+1,215
+8% +$264K 1.06% 19
2024
Q4 		$3.44M Buy
15,674
+6,782
+76% +$1.39M 1.12% 18
2024
Q3 		$1.66M Buy
8,892
+4,033
+83% +$736K 0.56% 26
2024
Q2 		$939K Sell
4,859
-673
-12% -$124K 0.34% 32
2024
Q1 		$998K Buy
5,532
+1,261
+30% +$210K 0.38% 29
2023
Q4 		$649K Buy
4,271
+2,123
+99% +$298K 0.28% 35
2023
Q3 		$273K Buy
+2,148
New +$288K 0.13% 57
2022
Q4 		– Sell
-8,877
Closed -$1M – 43
2022
Q3 		$1M Sell
8,877
-66
-0.7% -$8.34K 0.51% 17
2022
Q2 		$950K Buy
8,943
+1,963
+28% +$246K 0.47% 24
2022
Q1 		$1.14M Buy
6,980
+100
+1% +$15.5K 0.62% 13
2021
Q4 		$1.15M Sell
6,880
-8,580
-55% -$1.47M 0.65% 14
2021
Q3 		$2.54M Buy
15,460
+4,380
+40% +$756K 1.35% 13
2021
Q2 		$1.91M Sell
11,080
-500
-4% -$83.1K 1.65% 13
2021
Q1 		$1.79M Buy
11,580
+700
+6% +$111K 2.71% 15
2020
Q4 		$1.77M Buy
10,880
+440
+4% +$70.2K 2.5% 12
2020
Q3 		$1.64M Buy
10,440
+340
+3% +$53.6K 2.71% 9
2020
Q2 		$1.6M Sell
10,100
-1,080
-10% -$130K 3.52% 6
2020
Q1 		$1.09M Sell
11,180
-3,140
-22% -$304K 2.04% 14
2019
Q4 		$1.33M Buy
+14,320
New +$1.27M 1.23% 14

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

Fiduciary Planning's AMZN Position: Q1 2026 in Review

Fiduciary Planning reduced its Amazon (AMZN) stake by 0.47% in Q1 2026, selling an estimated $16.7K and leaving 16,120 shares worth $3.36M. The position accounts for 1.01% of the portfolio, ranked #21.

Fiduciary Planning first reported a position in AMZN in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.74M in Q4 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Fiduciary Planning held 16,120 shares of Amazon worth $3.36M as of Q1 2026.
  • Fiduciary Planning sold 76 Amazon shares in Q1 2026, an estimated $16.7K.
  • Amazon made up 1.01% of Fiduciary Planning's portfolio in Q1 2026, its #21 holding.
  • Fiduciary Planning first reported a position in Amazon in Q4 2019 and has held it in 23 quarters since.
  • Fiduciary Planning's Amazon position peaked at $3.74M in Q4 2025.
  • 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.