Prosperity Planning’s Amazon AMZN Stock Holding History

Prosperity Planning’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	$244K	Buy	1,023 +20	+2%	+$5.02K	0.06%	106
2026 Q1	$209K	Buy	+1,003	New	+$221K	0.05%	106

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 $2.3T AUM 54.33% 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

Prosperity Planning's AMZN Position: Q2 2026 in Review

Prosperity Planning increased its Amazon (AMZN) stake by 2% in Q2 2026, buying an estimated $5.02K and bringing the position to 1,023 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #106.

Prosperity Planning first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Prosperity Planning held 1,023 shares of Amazon worth $244K as of Q2 2026.
Prosperity Planning bought 20 Amazon shares in Q2 2026, an estimated $5.02K.
Amazon made up 0.06% of Prosperity Planning's portfolio in Q2 2026, its #106 holding.
Prosperity Planning first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.