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Journey Retirement Planning & Investment Management’s Amazon AMZN Stock Holding History

Journey Retirement Planning & Investment Management’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 		$4.07M Buy
17,062
+400
+2% +$100K 3.17% 3
2026
Q1 		$3.47M Sell
16,662
-52,382
-76% -$11.5M 3.06% 5
2025
Q4 		$15.9M Buy
+69,044
New +$15.8M 3.27% 5

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Journey Retirement Planning & Investment Management's AMZN Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Amazon (AMZN) stake by 2.4% in Q2 2026, buying an estimated $100K and bringing the position to 17,062 shares worth $4.07M. The position accounts for 3.17% of the portfolio, ranked #3.

Journey Retirement Planning & Investment Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.9M in Q4 2025. 3,253 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 17,062 shares of Amazon worth $4.07M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 400 Amazon shares in Q2 2026, an estimated $100K.
  • Amazon made up 3.17% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #3 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Amazon position peaked at $15.9M in Q4 2025.
  • 3,253 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.