QFPS
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Quantum Financial Planning Services’s Amazon AMZN Stock Holding History

Quantum Financial Planning Services’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 		$1.71M Buy
7,157
+502
+8% +$126K 0.53% 15
2026
Q1 		$1.38M Sell
6,655
-387
-5% -$85.2K 0.5% 15
2025
Q4 		$1.63M Sell
7,042
-991
-12% -$227K 0.59% 14
2025
Q3 		$1.76M Buy
8,033
+2,911
+57% +$659K 0.71% 13
2025
Q2 		$1.12M Sell
5,122
-1,391
-21% -$275K 0.53% 12
2025
Q1 		$1.24M Buy
6,513
+1,367
+27% +$297K 0.68% 10
2024
Q4 		$1.13M Buy
+5,146
New +$1.05M 0.63% 9

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Quantum Financial Planning Services's AMZN Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Amazon (AMZN) stake by 7.5% in Q2 2026, buying an estimated $126K and bringing the position to 7,157 shares worth $1.71M. The position accounts for 0.53% of the portfolio, ranked #15.

Quantum Financial Planning Services first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Quantum Financial Planning Services held 7,157 shares of Amazon worth $1.71M as of Q2 2026.
  • Quantum Financial Planning Services bought 502 Amazon shares in Q2 2026, an estimated $126K.
  • Amazon made up 0.53% of Quantum Financial Planning Services's portfolio in Q2 2026, its #15 holding.
  • Quantum Financial Planning Services first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Quantum Financial Planning Services's Amazon position peaked at $1.76M in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.