IPA
AMZN icon

Investment Planning Advisors’s Amazon AMZN Stock Holding History

Investment Planning Advisors’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 		$992K Buy
4,160
+2,166
+109% +$544K 0.23% 45
2026
Q1 		$415K Buy
1,994
+603
+43% +$133K 0.11% 73
2025
Q4 		$321K Buy
+1,391
New +$318K 0.09% 74

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

Investment Planning Advisors's AMZN Position: Q2 2026 in Review

Investment Planning Advisors increased its Amazon (AMZN) stake by 109% in Q2 2026, buying an estimated $544K and bringing the position to 4,160 shares worth $992K. The position accounts for 0.23% of the portfolio, ranked #45.

Investment Planning Advisors first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Investment Planning Advisors held 4,160 shares of Amazon worth $992K as of Q2 2026.
  • Investment Planning Advisors bought 2,166 Amazon shares in Q2 2026, an estimated $544K.
  • Amazon made up 0.23% of Investment Planning Advisors's portfolio in Q2 2026, its #45 holding.
  • Investment Planning Advisors first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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