PCI
AMZN icon

Planning Center Inc’s Amazon AMZN Stock Holding History

Planning Center Inc’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 		$1.64M Buy
6,889
+11
+0.2% +$2.76K 0.15% 29
2026
Q1 		$1.43M Sell
6,878
-816
-11% -$180K 0.15% 28
2025
Q4 		$1.78M Buy
7,694
+2
+0% +$458 0.18% 26
2025
Q3 		$1.69M Hold
7,692
– – 0.18% 26
2025
Q2 		$1.69M Sell
7,692
-2,740
-26% -$542K 0.19% 25
2025
Q1 		$1.98M Buy
10,432
+1,122
+12% +$243K 0.23% 23
2024
Q4 		$2.04M Hold
9,310
– – 0.26% 22
2024
Q3 		$1.73M Hold
9,310
– – 0.21% 24
2024
Q2 		$1.8M Hold
9,310
– – 0.24% 24
2024
Q1 		$1.68M Buy
9,310
+37
+0.4% +$6.18K 0.37% 21
2023
Q4 		$1.41M Sell
9,273
-1,959
-17% -$275K 0.33% 23
2023
Q3 		$1.43M Sell
11,232
-1,080
-9% -$145K 0.37% 21
2023
Q2 		$1.6M Buy
12,312
+1,212
+11% +$138K 0.41% 21
2023
Q1 		$1.14M Hold
11,100
– – 0.31% 19
2022
Q4 		$932K Buy
11,100
+60
+0.5% +$5.93K 0.28% 25
2022
Q3 		$1.24M Sell
11,040
-12
-0.1% -$1.52K 0.98% 11
2022
Q2 		$1.26M Buy
11,052
+132
+1% +$16.5K 1% 12
2022
Q1 		$1.78M Sell
10,920
-40
-0.4% -$6.18K 5.12% 5
2021
Q4 		$1.65M Buy
+10,960
New +$1.88M 1.32% 10

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Planning Center Inc's AMZN Position: Q2 2026 in Review

Planning Center Inc increased its Amazon (AMZN) stake by 0.16% in Q2 2026, buying an estimated $2.76K and bringing the position to 6,889 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #29.

Planning Center Inc first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q4 2024. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Planning Center Inc held 6,889 shares of Amazon worth $1.64M as of Q2 2026.
  • Planning Center Inc bought 11 Amazon shares in Q2 2026, an estimated $2.76K.
  • Amazon made up 0.15% of Planning Center Inc's portfolio in Q2 2026, its #29 holding.
  • Planning Center Inc first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's Amazon position peaked at $2.04M in Q4 2024.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.