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Prism Planning Partners’s Amazon AMZN Stock Holding History

Prism Planning Partners’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 		$797K Buy
3,345
+419
+14% +$105K 0.84% 15
2026
Q1 		$609K Sell
2,926
-2,299
-44% -$506K 0.72% 16
2025
Q4 		$1.21M Buy
+5,225
New +$1.2M 1.35% 14

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

Prism Planning Partners's AMZN Position: Q2 2026 in Review

Prism Planning Partners increased its Amazon (AMZN) stake by 14% in Q2 2026, buying an estimated $105K and bringing the position to 3,345 shares worth $797K. The position accounts for 0.84% of the portfolio, ranked #15.

Prism Planning Partners first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Prism Planning Partners held 3,345 shares of Amazon worth $797K as of Q2 2026.
  • Prism Planning Partners bought 419 Amazon shares in Q2 2026, an estimated $105K.
  • Amazon made up 0.84% of Prism Planning Partners's portfolio in Q2 2026, its #15 holding.
  • Prism Planning Partners first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Amazon position peaked at $1.21M in Q4 2025.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.