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OLIO Financial Planning’s Amazon AMZN Stock Holding History

OLIO 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 		$848K Buy
3,558
+23
+0.7% +$5.77K 0.21% 27
2026
Q1 		$736K Sell
3,535
-302
-8% -$66.5K 0.2% 28
2025
Q4 		$886K Buy
3,837
+48
+1% +$11K 0.25% 23
2025
Q3 		$832K Sell
3,789
-195
-5% -$44.1K 0.24% 25
2025
Q2 		$874K Sell
3,984
-228
-5% -$45.1K 0.28% 22
2025
Q1 		$801K Sell
4,212
-269
-6% -$58.4K 0.28% 24
2024
Q4 		$983K Sell
4,481
-339
-7% -$69.4K 0.35% 24
2024
Q3 		$739K Hold
4,820
– – 0.31% 29
2024
Q2 		$739K Hold
4,820
– – 0.31% 29
2024
Q1 		$739K Hold
4,820
– – 0.31% 29
2023
Q4 		$739K Buy
4,820
+11
+0.2% +$1.54K 0.31% 29
2023
Q3 		$611K Buy
4,809
+1
+0% +$134 0.29% 31
2023
Q2 		$627K Buy
4,808
+100
+2% +$11.4K 0.3% 29
2023
Q1 		$486K Buy
4,708
+220
+5% +$21.3K 0.25% 28
2022
Q4 		$377K Sell
4,488
-21
-0.5% -$2.07K 0.2% 31
2022
Q3 		$509K Buy
4,509
+20
+0.4% +$2.53K 0.3% 28
2022
Q2 		$477K Sell
4,489
-71
-2% -$8.88K 0.27% 29
2022
Q1 		$745K Sell
4,560
-200
-4% -$30.9K 0.43% 26
2021
Q4 		$795K Buy
+4,760
New +$815K 0.47% 20

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

OLIO Financial Planning increased its Amazon (AMZN) stake by 0.65% in Q2 2026, buying an estimated $5.77K and bringing the position to 3,558 shares worth $848K. The position accounts for 0.21% of the portfolio, ranked #27.

OLIO Financial Planning first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $983K in Q4 2024. 1,408 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • OLIO Financial Planning held 3,558 shares of Amazon worth $848K as of Q2 2026.
  • OLIO Financial Planning bought 23 Amazon shares in Q2 2026, an estimated $5.77K.
  • Amazon made up 0.21% of OLIO Financial Planning's portfolio in Q2 2026, its #27 holding.
  • OLIO Financial Planning first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's Amazon position peaked at $983K in Q4 2024.
  • 1,408 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.