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Investments & Financial Planning LLC’s Amazon AMZN Stock Holding History

Investments & Financial Planning LLC’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 		$489K Sell
2,053
-20
-1% -$5.02K 0.23% 24
2026
Q1 		$432K Buy
2,073
+214
+12% +$47.1K 0.24% 25
2025
Q4 		$429K Sell
1,859
-50
-3% -$11.4K 0.23% 24
2025
Q3 		$419K Hold
1,909
– – 0.23% 25
2025
Q2 		$419K Buy
1,909
+25
+1% +$4.95K 0.24% 25
2025
Q1 		$358K Hold
1,884
– – 0.23% 25
2024
Q4 		$413K Hold
1,884
– – 0.25% 24
2024
Q3 		$351K Buy
1,884
+2
+0.1% +$365 0.22% 27
2024
Q2 		$364K Hold
1,882
– – 0.24% 26
2024
Q1 		$339K Hold
1,882
– – 0.23% 27
2023
Q4 		$286K Buy
1,882
+50
+3% +$7.01K 0.21% 28
2023
Q3 		$233K Buy
1,832
+7
+0.4% +$938 0.21% 32
2023
Q2 		$238K Buy
+1,825
New +$208K 0.21% 32

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

Investments & Financial Planning LLC's AMZN Position: Q2 2026 in Review

Investments & Financial Planning LLC reduced its Amazon (AMZN) stake by 0.96% in Q2 2026, selling an estimated $5.02K and leaving 2,053 shares worth $489K. The position accounts for 0.23% of the portfolio, ranked #24.

Investments & Financial Planning LLC first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Investments & Financial Planning LLC held 2,053 shares of Amazon worth $489K as of Q2 2026.
  • Investments & Financial Planning LLC sold 20 Amazon shares in Q2 2026, an estimated $5.02K.
  • Amazon made up 0.23% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #24 holding.
  • Investments & Financial Planning LLC first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.