PlanVest Financial’s Amazon AMZN Stock Holding History

PlanVest 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 Q2	$585K	Buy	2,453 +592	+32%	+$149K	0.39%	47
2026 Q1	$388K	Buy	+1,861	New	+$410K	0.29%	67

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PlanVest Financial's AMZN Position: Q2 2026 in Review

PlanVest Financial increased its Amazon (AMZN) stake by 32% in Q2 2026, buying an estimated $149K and bringing the position to 2,453 shares worth $585K. The position accounts for 0.39% of the portfolio, ranked #47.

PlanVest Financial first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. 5,848 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

PlanVest Financial held 2,453 shares of Amazon worth $585K as of Q2 2026.
PlanVest Financial bought 592 Amazon shares in Q2 2026, an estimated $149K.
Amazon made up 0.39% of PlanVest Financial's portfolio in Q2 2026, its #47 holding.
PlanVest Financial first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
5,848 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.