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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Planning Directions's AMZN Position: Q1 2026 in Review

Planning Directions reduced its Amazon (AMZN) stake by 0.93% in Q1 2026, selling an estimated $13.4K and leaving 6,528 shares worth $1.36M. The position accounts for 0.69% of the portfolio, ranked #28.

Planning Directions first reported a position in AMZN in Q3 2018 and has held it in 26 quarters since. The position peaked at $1.52M in Q4 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Planning Directions held 6,528 shares of Amazon worth $1.36M as of Q1 2026.
  • Planning Directions sold 61 Amazon shares in Q1 2026, an estimated $13.4K.
  • Amazon made up 0.69% of Planning Directions's portfolio in Q1 2026, its #28 holding.
  • Planning Directions first reported a position in Amazon in Q3 2018 and has held it in 26 quarters since.
  • Planning Directions's Amazon position peaked at $1.52M in Q4 2025.
  • 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.