Partners in Financial Planning’s Amazon AMZN Stock Holding History

Partners in 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	$1.19M	Sell	5,707 -204	-3%	-$44.9K	0.2%	45
2025 Q4	$1.36M	Buy	5,911 +14	+0.2%	+$3.2K	0.23%	42
2025 Q3	$1.29M	Sell	5,897 -235	-4%	-$53.2K	0.22%	44
2025 Q2	$1.35M	Hold	6,132	–	–	0.25%	39
2025 Q1	$1.17M	Hold	6,132	–	–	0.23%	41
2024 Q4	$1.35M	Hold	6,132	–	–	0.27%	38
2024 Q3	$1.14M	Hold	6,132	–	–	0.23%	43
2024 Q2	$1.19M	Buy	6,132 +54	+0.9%	+$9.92K	0.26%	42
2024 Q1	$1.1M	Sell	6,078 -203	-3%	-$33.9K	0.24%	45
2023 Q4	$954K	Sell	6,281 -196	-3%	-$27.5K	0.22%	46
2023 Q3	$823K	Sell	6,477 -437	-6%	-$58.6K	0.21%	47
2023 Q2	$901K	Hold	6,914	–	–	0.23%	46
2023 Q1	$714K	Hold	6,914	–	–	0.19%	49
2022 Q4	$593K	Buy	6,914 +236	+4%	+$23.3K	0.16%	54
2022 Q3	$629K	Hold	6,678	–	–	0.18%	52
2022 Q2	$890K	Sell	6,678 -142	-2%	-$17.8K	0.28%	36
2022 Q1	$984K	Hold	6,820	–	–	0.31%	33
2021 Q4	$1.05M	Hold	6,820	–	–	0.32%	32
2021 Q3	$1.12M	Hold	6,820	–	–	0.35%	29
2021 Q2	$1.17M	Buy	+6,820	New	+$1.13M	0.37%	29

Other funds holding AMZN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Partners in Financial Planning's AMZN Position: Q1 2026 in Review

Partners in Financial Planning reduced its Amazon (AMZN) stake by 3.5% in Q1 2026, selling an estimated $44.9K and leaving 5,707 shares worth $1.19M. The position accounts for 0.2% of the portfolio, ranked #45.

Partners in Financial Planning first reported a position in AMZN in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.36M in Q4 2025. 5,995 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Partners in Financial Planning held 5,707 shares of Amazon worth $1.19M as of Q1 2026.
Partners in Financial Planning sold 204 Amazon shares in Q1 2026, an estimated $44.9K.
Amazon made up 0.2% of Partners in Financial Planning's portfolio in Q1 2026, its #45 holding.
Partners in Financial Planning first reported a position in Amazon in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's Amazon position peaked at $1.36M in Q4 2025.
5,995 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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