Plan A Wealth’s Amazon AMZN Stock Holding History

Plan A Wealth’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	$558K	Sell	2,340 -518	-18%	-$130K	0.24%	71
2026 Q1	$595K	Sell	2,858 -313	-10%	-$68.9K	0.29%	63
2025 Q4	$732K	Sell	3,171 -79	-2%	-$18.1K	0.36%	39
2025 Q3	$714K	Sell	3,250 -485	-13%	-$110K	0.36%	36
2025 Q2	$819K	Sell	3,735 -58	-2%	-$11.5K	0.46%	33
2025 Q1	$722K	Sell	3,793 -691	-15%	-$150K	0.56%	37
2024 Q4	$984K	Buy	+4,484	New	+$917K	0.9%	29

Other funds holding AMZN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Plan A Wealth's AMZN Position: Q2 2026 in Review

Plan A Wealth reduced its Amazon (AMZN) stake by 18% in Q2 2026, selling an estimated $130K and leaving 2,340 shares worth $558K. The position accounts for 0.24% of the portfolio, ranked #71.

Plan A Wealth first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $984K in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Plan A Wealth held 2,340 shares of Amazon worth $558K as of Q2 2026.
Plan A Wealth sold 518 Amazon shares in Q2 2026, an estimated $130K.
Amazon made up 0.24% of Plan A Wealth's portfolio in Q2 2026, its #71 holding.
Plan A Wealth first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's Amazon position peaked at $984K in Q4 2024.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.