BPI
AMZN icon

BFC Planning, Inc.’s Amazon AMZN Stock Holding History

BFC Planning, 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 		$25.4M Sell
106,605
-68,669
-39% -$17.2M 1.03% 10
2026
Q1 		$36.5M Sell
175,274
-6,668
-4% -$1.47M 1.63% 7
2025
Q4 		$42M Buy
181,942
+73,842
+68% +$16.9M 1.86% 6
2025
Q3 		$23.7M Sell
108,100
-2,057
-2% -$466K 1.72% 6
2025
Q2 		$24.2M Buy
110,157
+2,180
+2% +$431K 1.9% 6
2025
Q1 		$20.5M Sell
107,977
-156
-0.1% -$33.9K 1.81% 6
2024
Q4 		$23.7M Buy
+108,133
New +$22.1M 1.97% 6

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BFC Planning, Inc.'s AMZN Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Amazon (AMZN) stake by 39% in Q2 2026, selling an estimated $17.2M and leaving 106,605 shares worth $25.4M. The position accounts for 1.03% of the portfolio, ranked #10.

BFC Planning, Inc. first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $42M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • BFC Planning, Inc. held 106,605 shares of Amazon worth $25.4M as of Q2 2026.
  • BFC Planning, Inc. sold 68,669 Amazon shares in Q2 2026, an estimated $17.2M.
  • Amazon made up 1.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #10 holding.
  • BFC Planning, Inc. first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Amazon position peaked at $42M in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.