Plan Group Financial’s Amazon AMZN Stock Holding History

Plan Group Financial’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	$740K	Sell	3,104 -976	-24%	-$245K	0.15%	106
2026 Q1	$850K	Sell	4,080 -1,905	-32%	-$419K	0.2%	100
2025 Q4	$1.38M	Sell	5,985 -1,093	-15%	-$250K	0.36%	76
2025 Q3	$1.55M	Sell	7,078 -98	-1%	-$22.2K	0.42%	72
2025 Q2	$1.57M	Buy	7,176 +2,528	+54%	+$500K	0.52%	66
2025 Q1	$884K	Buy	4,648 +3,289	+242%	+$714K	0.32%	72
2024 Q4	$298K	Sell	1,359 -99	-7%	-$20.3K	0.16%	90
2024 Q3	$272K	Sell	1,458 -4,112	-74%	-$750K	0.14%	95
2024 Q2	$1.08M	Sell	5,570 -73	-1%	-$13.4K	0.66%	28
2024 Q1	$1.02M	Buy	5,643 +13	+0.2%	+$2.17K	0.67%	33
2023 Q4	$855K	Sell	5,630 -57	-1%	-$7.99K	0.75%	27
2023 Q3	$723K	Sell	5,687 -50	-0.9%	-$6.7K	0.52%	32
2023 Q2	$801K	Buy	+5,737	New	+$655K	0.67%	28

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 Group Financial's AMZN Position: Q2 2026 in Review

Plan Group Financial reduced its Amazon (AMZN) stake by 24% in Q2 2026, selling an estimated $245K and leaving 3,104 shares worth $740K. The position accounts for 0.15% of the portfolio, ranked #106.

Plan Group Financial first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.57M in Q2 2025. 6,143 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Plan Group Financial held 3,104 shares of Amazon worth $740K as of Q2 2026.
Plan Group Financial sold 976 Amazon shares in Q2 2026, an estimated $245K.
Amazon made up 0.15% of Plan Group Financial's portfolio in Q2 2026, its #106 holding.
Plan Group Financial first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
Plan Group Financial's Amazon position peaked at $1.57M in Q2 2025.
6,143 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.