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Mark Sheptoff Financial Planning’s Amazon AMZN Stock Holding History

Mark Sheptoff 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
Q1 		$1.93M Buy
7,044
+1,580
+29% +$348K 1.02% 22
2025
Q4 		$1.26M Hold
5,464
– – 0.6% 28
2025
Q3 		$1.2M Sell
5,464
-1,635
-23% -$370K 0.57% 30
2025
Q2 		$1.56M Buy
7,099
+1,223
+21% +$242K 0.83% 25
2025
Q1 		$1.12M Sell
5,876
-500
-8% -$109K 0.62% 32
2024
Q4 		$1.4M Buy
6,376
+869
+16% +$178K 0.75% 26
2024
Q3 		$1.03M Sell
5,507
-4,675
-46% -$853K 0.55% 36
2024
Q2 		$1.97M Buy
10,182
+50
+0.5% +$9.19K 1.1% 19
2024
Q1 		$1.83M Buy
10,132
+3,270
+48% +$546K 1.01% 21
2023
Q4 		$1.04M Buy
6,862
+960
+16% +$135K 0.63% 27
2023
Q3 		$750K Sell
5,902
-825
-12% -$111K 0.48% 36
2023
Q2 		$877K Buy
6,727
+120
+2% +$13.7K 0.5% 37
2023
Q1 		$682K Sell
6,607
-678
-9% -$65.5K 0.4% 45
2022
Q4 		$612K Sell
7,285
-1,290
-15% -$127K 0.36% 50
2022
Q3 		$969K Buy
8,575
+3,045
+55% +$385K 0.59% 35
2022
Q2 		$587K Sell
5,530
-1,210
-18% -$151K 0.34% 52
2022
Q1 		$1.1M Buy
6,740
+2,160
+47% +$334K 0.55% 38
2021
Q4 		$764K Buy
4,580
+1,300
+40% +$222K 0.36% 51
2021
Q3 		$539K Hold
3,280
– – 0.3% 60
2021
Q2 		$564K Buy
3,280
+340
+12% +$56.5K 0.3% 61
2021
Q1 		$455K Sell
2,940
-2,500
-46% -$396K 0.26% 63
2020
Q4 		$886K Buy
5,440
+2,900
+114% +$463K 0.5% 42
2020
Q3 		$400K Sell
2,540
-600
-19% -$94.6K 0.25% 60
2020
Q2 		$433K Sell
3,140
-120
-4% -$14.5K 0.28% 56
2020
Q1 		$318K Hold
3,260
– – 0.24% 60
2019
Q4 		$301K Hold
3,260
– – 0.19% 73
2019
Q3 		$283K Buy
3,260
+380
+13% +$35.2K 0.19% 78
2019
Q2 		$273K Hold
2,880
– – 0.19% 81
2019
Q1 		$256K Buy
2,880
+120
+4% +$9.99K 0.18% 83
2018
Q4 		$207K Buy
2,760
+100
+4% +$8.31K 0.17% 79
2018
Q3 		$266K Hold
2,660
– – 0.18% 88
2018
Q2 		$226K Hold
2,660
– – 0.17% 92
2018
Q1 		$192K Buy
2,660
+1,000
+60% +$71.5K 0.13% 101
2017
Q4 		$97K Hold
1,660
– – 0.06% 139
2017
Q3 		$80K Hold
1,660
– – 0.05% 156
2017
Q2 		$80K Buy
1,660
+280
+20% +$13.4K 0.05% 146
2017
Q1 		$60K Buy
1,380
+20
+1% +$834 0.04% 171
2016
Q4 		$51K Buy
1,360
+500
+58% +$19.6K 0.04% 174
2016
Q3 		$36K Hold
860
– – 0.03% 187
2016
Q2 		$31K Hold
860
– – 0.02% 183
2016
Q1 		$26K Buy
860
+200
+30% +$5.68K 0.02% 187
2015
Q4 		$22K Hold
660
– – 0.02% 213
2015
Q3 		$17K Buy
660
+620
+1,550% +$15.7K 0.01% 219
2015
Q2 		$1K Buy
+40
New +$836 ﹤0.01% 345
2014
Q3 		– Sell
-800
Closed -$13K – 337
2014
Q2 		$13K Hold
800
– – 0.01% 253
2014
Q1 		$13K Buy
+800
New +$14.8K 0.01% 258

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's AMZN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Amazon (AMZN) stake by 29% in Q1 2026, buying an estimated $348K and bringing the position to 7,044 shares worth $1.93M. The position accounts for 1.02% of the portfolio, ranked #22.

Mark Sheptoff Financial Planning first reported a position in AMZN in Q1 2014 and has held it in 46 quarters since. The position peaked at $1.97M in Q2 2024. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Mark Sheptoff Financial Planning held 7,044 shares of Amazon worth $1.93M as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 1,580 Amazon shares in Q1 2026, an estimated $348K.
  • Amazon made up 1.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #22 holding.
  • Mark Sheptoff Financial Planning first reported a position in Amazon in Q1 2014 and has held it in 46 quarters since.
  • Mark Sheptoff Financial Planning's Amazon position peaked at $1.97M in Q2 2024.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.