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Planning Alternatives’s Amazon AMZN Stock Holding History

Planning Alternatives’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 		$2.24M Buy
9,405
+728
+8% +$183K 0.24% 26
2026
Q1 		$1.81M Buy
8,677
+1,251
+17% +$275K 0.23% 25
2025
Q4 		$1.71M Buy
7,426
+609
+9% +$139K 0.22% 24
2025
Q3 		$1.5M Buy
6,817
+1,533
+29% +$347K 0.19% 29
2025
Q2 		$1.16M Sell
5,284
-397
-7% -$78.6K 0.16% 29
2025
Q1 		$1.08M Buy
5,681
+3,683
+184% +$799K 0.17% 30
2024
Q4 		$438K Buy
1,998
+115
+6% +$23.5K 0.07% 40
2024
Q3 		$351K Buy
1,883
+264
+16% +$48.2K 0.05% 45
2024
Q2 		$313K Buy
1,619
+385
+31% +$70.7K 0.05% 45
2024
Q1 		$223K Buy
+1,234
New +$206K 0.04% 47

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

Planning Alternatives's AMZN Position: Q2 2026 in Review

Planning Alternatives increased its Amazon (AMZN) stake by 8.4% in Q2 2026, buying an estimated $183K and bringing the position to 9,405 shares worth $2.24M. The position accounts for 0.24% of the portfolio, ranked #26.

Planning Alternatives first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Planning Alternatives held 9,405 shares of Amazon worth $2.24M as of Q2 2026.
  • Planning Alternatives bought 728 Amazon shares in Q2 2026, an estimated $183K.
  • Amazon made up 0.24% of Planning Alternatives's portfolio in Q2 2026, its #26 holding.
  • Planning Alternatives first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.