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Peak Retirement Planning’s Amazon AMZN Stock Holding History

Peak Retirement 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 		$2.66M Buy
11,168
+3,370
+43% +$846K 0.42% 72
2026
Q1 		$1.62M Buy
7,798
+925
+13% +$204K 0.32% 78
2025
Q4 		$1.59M Buy
6,873
+412
+6% +$94.3K 0.37% 74
2025
Q3 		$1.42M Buy
6,461
+2,072
+47% +$469K 0.4% 74
2025
Q2 		$963K Buy
4,389
+1,477
+51% +$292K 0.39% 72
2025
Q1 		$554K Buy
2,912
+160
+6% +$34.7K 0.31% 80
2024
Q4 		$604K Buy
+2,752
New +$563K 0.41% 76

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 Retirement Planning's AMZN Position: Q2 2026 in Review

Peak Retirement Planning increased its Amazon (AMZN) stake by 43% in Q2 2026, buying an estimated $846K and bringing the position to 11,168 shares worth $2.66M. The position accounts for 0.42% of the portfolio, ranked #72.

Peak Retirement Planning first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Peak Retirement Planning held 11,168 shares of Amazon worth $2.66M as of Q2 2026.
  • Peak Retirement Planning bought 3,370 Amazon shares in Q2 2026, an estimated $846K.
  • Amazon made up 0.42% of Peak Retirement Planning's portfolio in Q2 2026, its #72 holding.
  • Peak Retirement Planning first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.