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Peak Planning Group’s Amazon AMZN Stock Holding History

Peak Planning Group’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 		$8.71M Buy
36,563
+302
+0.8% +$75.8K 1.97% 13
2026
Q1 		$7.55M Sell
36,261
-695
-2% -$153K 2.09% 12
2025
Q4 		$8.53M Buy
36,956
+8,740
+31% +$2M 2.39% 10
2025
Q3 		$6.2M Buy
28,216
+747
+3% +$169K 3.23% 8
2025
Q2 		$6.03M Sell
27,469
-8,273
-23% -$1.64M 3.86% 7
2025
Q1 		$6.8M Sell
35,742
-118
-0.3% -$25.6K 2.86% 7
2024
Q4 		$7.87M Buy
35,860
+689
+2% +$141K 3.28% 6
2024
Q3 		$6.55M Buy
35,171
+275
+0.8% +$50.2K 2.87% 6
2024
Q2 		$6.74M Buy
34,896
+2,477
+8% +$455K 3.31% 7
2024
Q1 		$5.85M Buy
32,419
+200
+0.6% +$33.4K 3.66% 6
2023
Q4 		$4.9M Sell
32,219
-133
-0.4% -$18.6K 3.52% 6
2023
Q3 		$4.11M Buy
32,352
+390
+1% +$52.3K 3.22% 6
2023
Q2 		$4.17M Buy
31,962
+2,145
+7% +$245K 3.1% 6
2023
Q1 		$3.08M Sell
29,817
-1,370
-4% -$132K 2.5% 9
2022
Q4 		$2.62M Sell
31,187
-6,894
-18% -$681K 2.31% 10
2022
Q3 		$4.3M Sell
38,081
-28
-0.1% -$3.54K 3.98% 6
2022
Q2 		$4.05M Buy
+38,109
New +$4.77M 3.4% 6
2021
Q4 		$6.8M Buy
40,780
+100
+0.2% +$17.1K 5.02% 5
2021
Q3 		$6.68M Buy
+40,680
New +$7.02M 5.75% 5
2021
Q1 		$6.58M Buy
42,560
+920
+2% +$146K 6.42% 4
2020
Q4 		$6.78M Buy
41,640
+3,100
+8% +$495K 7.7% 4
2020
Q3 		$6.07M Buy
+38,540
New +$6.08M 8.49% 3

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Peak Planning Group's AMZN Position: Q2 2026 in Review

Peak Planning Group increased its Amazon (AMZN) stake by 0.83% in Q2 2026, buying an estimated $75.8K and bringing the position to 36,563 shares worth $8.71M. The position accounts for 1.97% of the portfolio, ranked #13.

Peak Planning Group first reported a position in AMZN in Q3 2020 and has held it in 22 quarters since. 6,119 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Peak Planning Group held 36,563 shares of Amazon worth $8.71M as of Q2 2026.
  • Peak Planning Group bought 302 Amazon shares in Q2 2026, an estimated $75.8K.
  • Amazon made up 1.97% of Peak Planning Group's portfolio in Q2 2026, its #13 holding.
  • Peak Planning Group first reported a position in Amazon in Q3 2020 and has held it in 22 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.