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Retirement Planning Company of New England’s Amazon AMZN Stock Holding History

Retirement Planning Company of New England’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 		$4.76M Sell
19,955
-823
-4% -$207K 1.71% 10
2026
Q1 		$4.33M Buy
20,778
+169
+0.8% +$37.2K 1.76% 9
2025
Q4 		$4.76M Buy
20,609
+55
+0.3% +$12.6K 1.91% 8
2025
Q3 		$4.51M Sell
20,554
-138
-0.7% -$31.2K 1.82% 11
2025
Q2 		$4.54M Sell
20,692
-54
-0.3% -$10.7K 2.02% 7
2025
Q1 		$3.95M Buy
20,746
+220
+1% +$47.7K 1.97% 7
2024
Q4 		$4.5M Sell
20,526
-82
-0.4% -$16.8K 2.18% 4
2024
Q3 		$3.84M Sell
20,608
-236
-1% -$43.1K 1.91% 6
2024
Q2 		$4.03M Sell
20,844
-1,065
-5% -$196K 2.19% 4
2024
Q1 		$3.95M Sell
21,909
-9,121
-29% -$1.52M 2.17% 4
2023
Q4 		$4.71M Buy
31,030
+3,009
+11% +$422K 2.12% 4
2023
Q3 		$3.56M Buy
28,021
+2,920
+12% +$391K 1.98% 7
2023
Q2 		$3.27M Sell
25,101
-1,538
-6% -$176K 1.89% 4
2023
Q1 		$2.75M Sell
26,639
-1,593
-6% -$154K 1.67% 6
2022
Q4 		$2.37M Buy
28,232
+296
+1% +$29.2K 1.55% 7
2022
Q3 		$3.16M Buy
27,936
+1,127
+4% +$142K 2.28% 3
2022
Q2 		$2.85M Buy
26,809
+909
+4% +$114K 1.94% 4
2022
Q1 		$4.22M Buy
25,900
+840
+3% +$130K 2.39% 3
2021
Q4 		$4.18M Buy
+25,060
New +$4.29M 2.03% 3

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Retirement Planning Company of New England's AMZN Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Amazon (AMZN) stake by 4% in Q2 2026, selling an estimated $207K and leaving 19,955 shares worth $4.76M. The position accounts for 1.71% of the portfolio, ranked #10.

Retirement Planning Company of New England first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.76M in Q4 2025. 4,371 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Retirement Planning Company of New England held 19,955 shares of Amazon worth $4.76M as of Q2 2026.
  • Retirement Planning Company of New England sold 823 Amazon shares in Q2 2026, an estimated $207K.
  • Amazon made up 1.71% of Retirement Planning Company of New England's portfolio in Q2 2026, its #10 holding.
  • Retirement Planning Company of New England first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Amazon position peaked at $4.76M in Q4 2025.
  • 4,371 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.