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Financial Plan Inc’s Amazon AMZN Stock Holding History

Financial Plan Inc’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 		$407K Sell
1,954
-131
-6% -$28.8K 0.04% 65
2025
Q4 		$481K Buy
+2,085
New +$477K 0.06% 60

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Plan Inc's AMZN Position: Q1 2026 in Review

Financial Plan Inc reduced its Amazon (AMZN) stake by 6.3% in Q1 2026, selling an estimated $28.8K and leaving 1,954 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #65.

Financial Plan Inc first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. The position peaked at $481K in Q4 2025. 5,996 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Financial Plan Inc held 1,954 shares of Amazon worth $407K as of Q1 2026.
  • Financial Plan Inc sold 131 Amazon shares in Q1 2026, an estimated $28.8K.
  • Amazon made up 0.04% of Financial Plan Inc's portfolio in Q1 2026, its #65 holding.
  • Financial Plan Inc first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Amazon position peaked at $481K in Q4 2025.
  • 5,996 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.