PDS Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.1M | Buy |
67,657
+1,919
| +3% | +$423K | 0.93% | 25 |
|
|
2025
Q4 | $15.2M | Buy |
65,738
+3,687
| +6% | +$844K | 1.01% | 21 |
|
|
2025
Q3 | $13.6M | Buy |
62,051
+1,030
| +2% | +$233K | 0.94% | 23 |
|
|
2025
Q2 | $13.4M | Buy |
61,021
+8,907
| +17% | +$1.76M | 1% | 22 |
|
|
2025
Q1 | $9.92M | Buy |
52,114
+6,057
| +13% | +$1.31M | 0.84% | 27 |
|
|
2024
Q4 | $10.1M | Buy |
46,057
+609
| +1% | +$125K | 0.9% | 25 |
|
|
2024
Q3 | $8.47M | Buy |
45,448
+1,045
| +2% | +$191K | 0.76% | 27 |
|
|
2024
Q2 | $8.58M | Buy |
44,403
+3,667
| +9% | +$674K | 0.87% | 23 |
|
|
2024
Q1 | $7.35M | Buy |
40,736
+1,670
| +4% | +$279K | 0.77% | 27 |
|
|
2023
Q4 | $5.94M | Buy |
39,066
+894
| +2% | +$125K | 0.68% | 29 |
|
|
2023
Q3 | $4.85M | Buy |
38,172
+884
| +2% | +$118K | 0.63% | 32 |
|
|
2023
Q2 | $4.86M | Buy |
37,288
+2,639
| +8% | +$301K | 0.62% | 32 |
|
|
2023
Q1 | $3.58M | Buy |
34,649
+15,254
| +79% | +$1.47M | 0.49% | 37 |
|
|
2022
Q4 | $1.63M | Sell |
19,395
-1,265
| -6% | -$125K | 0.26% | 49 |
|
|
2022
Q3 | $2.33M | Sell |
20,660
-2,023
| -9% | -$256K | 0.43% | 38 |
|
|
2022
Q2 | $2.41M | Sell |
22,683
-617
| -3% | -$77.2K | 0.44% | 40 |
|
|
2022
Q1 | $3.8M | Buy |
23,300
+1,400
| +6% | +$216K | 0.67% | 30 |
|
|
2021
Q4 | $3.65M | Buy |
21,900
+1,640
| +8% | +$281K | 0.7% | 34 |
|
|
2021
Q3 | $3.33M | Buy |
20,260
+460
| +2% | +$79.3K | 0.77% | 33 |
|
|
2021
Q2 | $3.41M | Buy |
19,800
+1,620
| +9% | +$269K | 0.83% | 33 |
|
|
2021
Q1 | $2.81M | Buy |
18,180
+500
| +3% | +$79.3K | 0.82% | 33 |
|
|
2020
Q4 | $2.88M | Buy |
17,680
+1,100
| +7% | +$176K | 0.99% | 32 |
|
|
2020
Q3 | $2.61M | Buy |
16,580
+840
| +5% | +$132K | 1.06% | 31 |
|
|
2020
Q2 | $2.17M | Buy |
15,740
+1,660
| +12% | +$200K | 0.98% | 33 |
|
|
2020
Q1 | $1.37M | Buy |
14,080
+2,520
| +22% | +$244K | 0.88% | 29 |
|
|
2019
Q4 | $1.07M | Buy |
11,560
+1,020
| +10% | +$90.3K | 0.67% | 30 |
|
|
2019
Q3 | $915K | Buy |
10,540
+200
| +2% | +$18.5K | 0.64% | 31 |
|
|
2019
Q2 | $979K | Buy |
10,340
+480
| +5% | +$44.7K | 0.73% | 29 |
|
|
2019
Q1 | $878K | Sell |
9,860
-2,500
| -20% | -$208K | 0.68% | 32 |
|
|
2018
Q4 | $928K | Buy |
12,360
+480
| +4% | +$39.9K | 0.8% | 28 |
|
|
2018
Q3 | $1.19M | Buy |
11,880
+940
| +9% | +$88.4K | 1.02% | 25 |
|
|
2018
Q2 | $930K | Buy |
10,940
+180
| +2% | +$14.3K | 0.92% | 27 |
|
|
2018
Q1 | $779K | Buy |
10,760
+80
| +0.7% | +$5.72K | 0.79% | 32 |
|
|
2017
Q4 | $624K | Buy |
+10,680
| New | +$588K | 0.63% | 35 |
|
Other funds holding AMZN
VCM
VPM
PDS Planning's AMZN Position: Q1 2026 in Review
PDS Planning increased its Amazon (AMZN) stake by 2.9% in Q1 2026, buying an estimated $423K and bringing the position to 67,657 shares worth $14.1M. The position accounts for 0.93% of the portfolio, ranked #25.
PDS Planning first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.2M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- PDS Planning held 67,657 shares of Amazon worth $14.1M as of Q1 2026.
- PDS Planning bought 1,919 Amazon shares in Q1 2026, an estimated $423K.
- Amazon made up 0.93% of PDS Planning's portfolio in Q1 2026, its #25 holding.
- PDS Planning first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's Amazon position peaked at $15.2M in Q4 2025.
- 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.