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Plotkin Financial Advisors’s Amazon AMZN Stock Holding History

Plotkin Financial Advisors’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 		$1.99M Buy
8,340
+207
+3% +$52K 0.82% 25
2026
Q1 		$1.69M Buy
8,133
+1
+0% +$220 0.85% 27
2025
Q4 		$1.88M Buy
8,132
+137
+2% +$31.3K 0.92% 24
2025
Q3 		$1.76M Buy
7,995
+94
+1% +$21.3K 0.87% 26
2025
Q2 		$1.73M Buy
7,901
+98
+1% +$19.4K 0.96% 26
2025
Q1 		$1.48M Buy
7,803
+17
+0.2% +$3.69K 0.91% 26
2024
Q4 		$1.71M Buy
7,786
+15
+0.2% +$3.07K 1.01% 24
2024
Q3 		$1.45M Buy
7,771
+11
+0.1% +$2.01K 0.87% 29
2024
Q2 		$1.5M Sell
7,760
-181
-2% -$33.3K 0.96% 28
2024
Q1 		$1.43M Buy
7,941
+858
+12% +$143K 0.95% 28
2023
Q4 		$1.08M Sell
7,083
-562
-7% -$78.8K 0.82% 25
2023
Q3 		$972K Buy
7,645
+317
+4% +$42.5K 0.86% 25
2023
Q2 		$955K Buy
7,328
+136
+2% +$15.5K 0.79% 26
2023
Q1 		$743K Buy
7,192
+186
+3% +$18K 0.69% 29
2022
Q4 		$589K Hold
7,006
– – 0.6% 31
2022
Q3 		$792K Sell
7,006
-5,021
-42% -$635K 0.8% 26
2022
Q2 		$1.28M Buy
12,027
+1,767
+17% +$221K 1.21% 21
2022
Q1 		$1.67M Sell
10,260
-1,120
-10% -$173K 1.17% 22
2021
Q4 		$1.9M Buy
11,380
+2,720
+31% +$466K 1.2% 24
2021
Q3 		$1.42M Buy
8,660
+360
+4% +$62.1K 0.85% 29
2021
Q2 		$1.43M Sell
8,300
-2,980
-26% -$495K 0.79% 31
2021
Q1 		$1.75M Buy
11,280
+60
+0.5% +$9.51K 1.07% 28
2020
Q4 		$1.83M Sell
11,220
-2,380
-18% -$380K 1.21% 23
2020
Q3 		$2.14M Buy
13,600
+1,280
+10% +$202K 2.36% 13
2020
Q2 		$1.7M Buy
12,320
+1,540
+14% +$186K 1.44% 18
2020
Q1 		$1.05M Buy
10,780
+900
+9% +$87.1K 1.28% 22
2019
Q4 		$913K Buy
+9,880
New +$874K 0.85% 28

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

Plotkin Financial Advisors's AMZN Position: Q2 2026 in Review

Plotkin Financial Advisors increased its Amazon (AMZN) stake by 2.5% in Q2 2026, buying an estimated $52K and bringing the position to 8,340 shares worth $1.99M. The position accounts for 0.82% of the portfolio, ranked #25.

Plotkin Financial Advisors first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q3 2020. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Plotkin Financial Advisors held 8,340 shares of Amazon worth $1.99M as of Q2 2026.
  • Plotkin Financial Advisors bought 207 Amazon shares in Q2 2026, an estimated $52K.
  • Amazon made up 0.82% of Plotkin Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Plotkin Financial Advisors first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Plotkin Financial Advisors's Amazon position peaked at $2.14M in Q3 2020.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.