Oath Planning’s Amazon AMZN Stock Holding History

Oath 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	–	Sell	-1,222	Closed	-$255K	–	72
2026 Q1	$255K	Buy	1,222 +38	+3%	+$8.37K	0.23%	60
2025 Q4	$273K	Buy	+1,184	New	+$271K	0.27%	54

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oath Planning's AMZN Position: Q2 2026 in Review

Oath Planning sold out of Amazon (AMZN) in Q2 2026, closing a stake of 1,222 shares — an estimated $255K sold.

Oath Planning first reported a position in AMZN in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Oath Planning reported no remaining Amazon position as of Q2 2026 after selling out during the quarter.
Oath Planning sold 1,222 Amazon shares in Q2 2026, an estimated $255K.
Oath Planning first reported a position in Amazon in Q4 2025 and held it in 2 quarters.
Oath Planning's Amazon position peaked at $273K in Q4 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.