Holistic Planning’s Amazon AMZN Stock Holding History

Holistic Planning’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	$5.34M	Buy	25,659 +1,872	+8%	+$412K	1.07%	20
2025 Q4	$5.49M	Buy	23,787 +1,148	+5%	+$263K	1.17%	20
2025 Q3	$4.97M	Buy	22,639 +196	+0.9%	+$44.4K	1.31%	18
2025 Q2	$4.92M	Buy	22,443 +6,121	+38%	+$1.21M	1.41%	17
2025 Q1	$3.11M	Buy	16,322 +276	+2%	+$59.9K	1.05%	19
2024 Q4	$3.52M	Buy	16,046 +377	+2%	+$77.1K	1.28%	16
2024 Q3	$2.92M	Buy	15,669 +2,045	+15%	+$373K	1.23%	18
2024 Q2	$2.46M	Hold	13,624	–	–	1.89%	11
2024 Q1	$2.46M	Sell	13,624 -200	-1%	-$33.4K	1.88%	11
2023 Q4	$2.1M	Buy	+13,824	New	+$1.94M	1.77%	14

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Holistic Planning's AMZN Position: Q1 2026 in Review

Holistic Planning increased its Amazon (AMZN) stake by 7.9% in Q1 2026, buying an estimated $412K and bringing the position to 25,659 shares worth $5.34M. The position accounts for 1.07% of the portfolio, ranked #20.

Holistic Planning first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.49M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Holistic Planning held 25,659 shares of Amazon worth $5.34M as of Q1 2026.
Holistic Planning bought 1,872 Amazon shares in Q1 2026, an estimated $412K.
Amazon made up 1.07% of Holistic Planning's portfolio in Q1 2026, its #20 holding.
Holistic Planning first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Amazon position peaked at $5.49M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.