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Financial Life Planners’s Amazon AMZN Stock Holding History

Financial Life Planners’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 		$2.09M Buy
8,752
+174
+2% +$43.7K 1.34% 13
2026
Q1 		$1.79M Sell
8,578
-140
-2% -$30.8K 1.37% 13
2025
Q4 		$2.01M Buy
8,718
+277
+3% +$63.4K 1.44% 15
2025
Q3 		$1.85M Sell
8,441
-106
-1% -$24K 1.25% 15
2025
Q2 		$1.88M Buy
8,547
+17
+0.2% +$3.36K 1.53% 14
2025
Q1 		$1.62M Sell
8,530
-364
-4% -$79K 1.58% 13
2024
Q4 		$1.95M Buy
+8,894
New +$1.82M 1.64% 12

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Financial Life Planners's AMZN Position: Q2 2026 in Review

Financial Life Planners increased its Amazon (AMZN) stake by 2% in Q2 2026, buying an estimated $43.7K and bringing the position to 8,752 shares worth $2.09M. The position accounts for 1.34% of the portfolio, ranked #13.

Financial Life Planners first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,908 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Financial Life Planners held 8,752 shares of Amazon worth $2.09M as of Q2 2026.
  • Financial Life Planners bought 174 Amazon shares in Q2 2026, an estimated $43.7K.
  • Amazon made up 1.34% of Financial Life Planners's portfolio in Q2 2026, its #13 holding.
  • Financial Life Planners first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.