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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plan Group Financial's AMZN Position: Q1 2026 in Review

Plan Group Financial reduced its Amazon (AMZN) stake by 32% in Q1 2026, selling an estimated $419K and leaving 4,080 shares worth $850K. The position accounts for 0.2% of the portfolio, ranked #100.

Plan Group Financial first reported a position in AMZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q2 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Plan Group Financial held 4,080 shares of Amazon worth $850K as of Q1 2026.
Plan Group Financial sold 1,905 Amazon shares in Q1 2026, an estimated $419K.
Amazon made up 0.2% of Plan Group Financial's portfolio in Q1 2026, its #100 holding.
Plan Group Financial first reported a position in Amazon in Q2 2023 and has held it in 12 quarters since.
Plan Group Financial's Amazon position peaked at $1.57M in Q2 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.