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Financial Planning Hawaii’s Amazon AMZN Stock Holding History

Financial Planning Hawaii’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 		$2.68M Sell
11,230
-947
-8% -$238K 1.44% 17
2026
Q1 		$2.54M Buy
12,177
+6
+0% +$1.32K 1.5% 18
2025
Q4 		$2.81M Buy
+12,171
New +$2.78M 1.62% 16

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Financial Planning Hawaii's AMZN Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Amazon (AMZN) stake by 7.8% in Q2 2026, selling an estimated $238K and leaving 11,230 shares worth $2.68M. The position accounts for 1.44% of the portfolio, ranked #17.

Financial Planning Hawaii first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.81M in Q4 2025. 3,731 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Financial Planning Hawaii held 11,230 shares of Amazon worth $2.68M as of Q2 2026.
  • Financial Planning Hawaii sold 947 Amazon shares in Q2 2026, an estimated $238K.
  • Amazon made up 1.44% of Financial Planning Hawaii's portfolio in Q2 2026, its #17 holding.
  • Financial Planning Hawaii first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Amazon position peaked at $2.81M in Q4 2025.
  • 3,731 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.