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Intrepid Financial Planning Group’s Amazon AMZN Stock Holding History

Intrepid Financial Planning Group’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 		$3.81M Buy
15,972
+7
+0% +$1.76K 1.29% 20
2026
Q1 		$3.33M Sell
15,965
-220
-1% -$48.4K 1.34% 18
2025
Q4 		$3.74M Sell
16,185
-160
-1% -$36.6K 1.42% 18
2025
Q3 		$3.59M Sell
16,345
-96
-0.6% -$21.7K 1.37% 19
2025
Q2 		$3.61M Buy
16,441
+70
+0.4% +$13.9K 1.52% 18
2025
Q1 		$3.11M Sell
16,371
-252
-2% -$54.7K 1.44% 17
2024
Q4 		$3.65M Sell
16,623
-95
-0.6% -$19.4K 1.54% 17
2024
Q3 		$3.12M Sell
16,718
-528
-3% -$96.3K 1.33% 17
2024
Q2 		$3.33M Buy
17,246
+60
+0.3% +$11K 1.43% 17
2024
Q1 		$3.1M Sell
17,186
-50
-0.3% -$8.35K 1.34% 18
2023
Q4 		$2.62M Buy
17,236
+505
+3% +$70.8K 1.25% 21
2023
Q3 		$2.13M Sell
16,731
-1
-0% -$134 1.1% 24
2023
Q2 		$2.18M Buy
16,732
+1,052
+7% +$120K 1.05% 24
2023
Q1 		$1.62M Buy
15,680
+4,505
+40% +$435K 0.82% 35
2022
Q4 		$939K Sell
11,175
-4,025
-26% -$398K 0.51% 44
2022
Q3 		$1.72M Buy
15,200
+1,015
+7% +$128K 0.98% 28
2022
Q2 		$1.51M Buy
+14,185
New +$1.78M 0.83% 31

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 $3.37T AUM 44.26% 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

Intrepid Financial Planning Group's AMZN Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Amazon (AMZN) stake by 0.04% in Q2 2026, buying an estimated $1.76K and bringing the position to 15,972 shares worth $3.81M. The position accounts for 1.29% of the portfolio, ranked #20.

Intrepid Financial Planning Group first reported a position in AMZN in Q2 2022 and has held it in 17 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Intrepid Financial Planning Group held 15,972 shares of Amazon worth $3.81M as of Q2 2026.
  • Intrepid Financial Planning Group bought 7 Amazon shares in Q2 2026, an estimated $1.76K.
  • Amazon made up 1.29% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #20 holding.
  • Intrepid Financial Planning Group first reported a position in Amazon in Q2 2022 and has held it in 17 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.