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 Q2	$532K	Buy	2,231 +277	+14%	+$69.5K	0.05%	63
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Financial Plan Inc's AMZN Position: Q2 2026 in Review

Financial Plan Inc increased its Amazon (AMZN) stake by 14% in Q2 2026, buying an estimated $69.5K and bringing the position to 2,231 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #63.

Financial Plan Inc first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,159 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Financial Plan Inc held 2,231 shares of Amazon worth $532K as of Q2 2026.
Financial Plan Inc bought 277 Amazon shares in Q2 2026, an estimated $69.5K.
Amazon made up 0.05% of Financial Plan Inc's portfolio in Q2 2026, its #63 holding.
Financial Plan Inc first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,159 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.