OFC Financial Planning’s Amazon AMZN Stock Holding History

OFC 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	$372K	Buy	1,562 +20	+1%	+$5.02K	0.33%	45
2026 Q1	$321K	Buy	1,542 +2	+0.1%	+$440	0.32%	46
2025 Q4	$355K	Buy	1,540 +400	+35%	+$91.5K	0.34%	46
2025 Q3	$250K	Sell	1,140 -580	-34%	-$131K	0.25%	48
2025 Q2	$377K	Buy	1,720 +140	+9%	+$27.7K	0.4%	44
2025 Q1	$301K	Hold	1,580	–	–	0.34%	46
2024 Q4	$347K	Buy	+1,580	New	+$323K	0.37%	46

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

OFC Financial Planning's AMZN Position: Q2 2026 in Review

OFC Financial Planning increased its Amazon (AMZN) stake by 1.3% in Q2 2026, buying an estimated $5.02K and bringing the position to 1,562 shares worth $372K. The position accounts for 0.33% of the portfolio, ranked #45.

OFC Financial Planning first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $377K in Q2 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

OFC Financial Planning held 1,562 shares of Amazon worth $372K as of Q2 2026.
OFC Financial Planning bought 20 Amazon shares in Q2 2026, an estimated $5.02K.
Amazon made up 0.33% of OFC Financial Planning's portfolio in Q2 2026, its #45 holding.
OFC Financial Planning first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
OFC Financial Planning's Amazon position peaked at $377K in Q2 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.