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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
Q3 		$10.4M Buy
41,731
+39,391
+1,683% +$10M 3.71% 5
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Plan A Wealth's AMZN Position: Q3 2026 in Review

Plan A Wealth increased its Amazon (AMZN) stake by 1,683% in Q3 2026, buying an estimated $10M and bringing the position to 41,731 shares worth $10.4M. The position accounts for 3.71% of the portfolio, ranked #5.

Plan A Wealth first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 561 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Plan A Wealth held 41,731 shares of Amazon worth $10.4M as of Q3 2026.
  • Plan A Wealth bought 39,391 Amazon shares in Q3 2026, an estimated $10M.
  • Amazon made up 3.71% of Plan A Wealth's portfolio in Q3 2026, its #5 holding.
  • Plan A Wealth first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 561 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.