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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
2023
Q2 		– Sell
-2,000
Closed -$207K – 227
2023
Q1 		$207K Hold
2,000
– – 0.13% 205
2022
Q4 		$168K Buy
+2,000
New +$198K 0.11% 201

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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. 4,798 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.
  • 4,798 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.