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AMZN icon

Planning Directions’s Amazon AMZN Stock Holding History

Planning Directions’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 		$1.31M Sell
5,477
-1,051
-16% -$264K 0.6% 30
2026
Q1 		$1.36M Sell
6,528
-61
-0.9% -$13.4K 0.69% 28
2025
Q4 		$1.52M Sell
6,589
-90
-1% -$20.6K 0.77% 22
2025
Q3 		$1.47M Sell
6,679
-89
-1% -$20.1K 0.77% 23
2025
Q2 		$1.48M Sell
6,768
-490
-7% -$97K 0.84% 21
2025
Q1 		$1.38M Buy
7,258
+330
+5% +$71.6K 0.59% 37
2024
Q4 		$1.52M Buy
6,928
+1,898
+38% +$388K 0.88% 22
2024
Q3 		$937K Hold
5,030
– – 0.56% 31
2024
Q2 		$972K Sell
5,030
-750
-13% -$138K 0.66% 30
2024
Q1 		$1.04M Buy
5,780
+6
+0.1% +$1K 0.72% 27
2023
Q4 		$877K Sell
5,774
-579
-9% -$81.2K 0.63% 28
2023
Q3 		$808K Sell
6,353
-2,801
-31% -$375K 0.62% 29
2023
Q2 		$1.19M Buy
9,154
+680
+8% +$77.7K 0.87% 24
2023
Q1 		$875K Buy
8,474
+1,832
+28% +$177K 0.65% 29
2022
Q4 		$558K Sell
6,642
-1,460
-18% -$144K 0.43% 37
2022
Q3 		$916K Buy
8,102
+362
+5% +$45.8K 0.74% 25
2022
Q2 		$822K Buy
7,740
+5,420
+234% +$678K 0.63% 26
2022
Q1 		$378K Sell
2,320
-1,900
-45% -$294K 0.27% 48
2021
Q4 		$704K Hold
4,220
– – 0.47% 34
2021
Q3 		$693K Buy
4,220
+160
+4% +$27.6K 0.5% 32
2021
Q2 		$698K Buy
4,060
+2,000
+97% +$332K 0.51% 31
2021
Q1 		$319K Hold
2,060
– – 0.25% 48
2020
Q4 		$335K Sell
2,060
-400
-16% -$63.8K 0.27% 45
2020
Q3 		$387K Buy
2,460
+640
+35% +$101K 0.34% 42
2020
Q2 		$251K Sell
1,820
-9,760
-84% -$1.18M 0.23% 49
2020
Q1 		$1.13M Buy
+11,580
New +$1.12M 1.58% 17
2018
Q4 		– Sell
-2,200
Closed -$220K – 49
2018
Q3 		$220K Buy
+2,200
New +$207K 0.2% 51

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 Directions's AMZN Position: Q2 2026 in Review

Planning Directions reduced its Amazon (AMZN) stake by 16% in Q2 2026, selling an estimated $264K and leaving 5,477 shares worth $1.31M. The position accounts for 0.6% of the portfolio, ranked #30.

Planning Directions first reported a position in AMZN in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.52M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Planning Directions held 5,477 shares of Amazon worth $1.31M as of Q2 2026.
  • Planning Directions sold 1,051 Amazon shares in Q2 2026, an estimated $264K.
  • Amazon made up 0.6% of Planning Directions's portfolio in Q2 2026, its #30 holding.
  • Planning Directions first reported a position in Amazon in Q3 2018 and has held it in 27 quarters since.
  • Planning Directions's Amazon position peaked at $1.52M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.