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Leading Edge Financial Planning’s Amazon AMZN Stock Holding History

Leading Edge Financial 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
Q2 		$367K Sell
1,540
-410
-21% -$103K 0.07% 47
2026
Q1 		$406K Buy
1,950
+180
+10% +$39.6K 0.09% 43
2025
Q4 		$409K Buy
1,770
+254
+17% +$58.1K 0.09% 42
2025
Q3 		$333K Sell
1,516
-28
-2% -$6.34K 0.08% 47
2025
Q2 		$339K Buy
1,544
+33
+2% +$6.53K 0.09% 44
2025
Q1 		$287K Buy
1,511
+400
+36% +$86.8K 0.09% 46
2024
Q4 		$244K Sell
1,111
-85
-7% -$17.4K 0.08% 50
2024
Q3 		$223K Buy
1,196
+12
+1% +$2.19K 0.07% 52
2024
Q2 		$229K Hold
1,184
– – 0.09% 46
2024
Q1 		$214K Sell
1,184
-1,502
-56% -$251K 0.09% 46
2023
Q4 		$408K Sell
2,686
-128
-5% -$17.9K 0.21% 35
2023
Q3 		$358K Buy
2,814
+750
+36% +$100K 0.23% 44
2023
Q2 		$269K Buy
2,064
+13
+0.6% +$1.49K 0.18% 51
2023
Q1 		$212K Buy
+2,051
New +$198K 0.15% 64

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

Leading Edge Financial Planning's AMZN Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Amazon (AMZN) stake by 21% in Q2 2026, selling an estimated $103K and leaving 1,540 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #47.

Leading Edge Financial Planning first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. The position peaked at $409K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Leading Edge Financial Planning held 1,540 shares of Amazon worth $367K as of Q2 2026.
  • Leading Edge Financial Planning sold 410 Amazon shares in Q2 2026, an estimated $103K.
  • Amazon made up 0.07% of Leading Edge Financial Planning's portfolio in Q2 2026, its #47 holding.
  • Leading Edge Financial Planning first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • Leading Edge Financial Planning's Amazon position peaked at $409K in Q4 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.