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Retirement Planning Group (New York)’s Amazon AMZN Stock Holding History

Retirement Planning Group (New York)’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
Q1 		$735K Buy
3,530
+655
+23% +$144K 0.47% 40
2025
Q4 		$664K Buy
2,875
+215
+8% +$49.2K 0.45% 41
2025
Q3 		$584K Buy
+2,660
New +$602K 0.44% 42

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Retirement Planning Group (New York)'s AMZN Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Amazon (AMZN) stake by 23% in Q1 2026, buying an estimated $144K and bringing the position to 3,530 shares worth $735K. The position accounts for 0.47% of the portfolio, ranked #40.

Retirement Planning Group (New York) first reported a position in AMZN in Q3 2025 and has held it in 3 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Retirement Planning Group (New York) held 3,530 shares of Amazon worth $735K as of Q1 2026.
  • Retirement Planning Group (New York) bought 655 Amazon shares in Q1 2026, an estimated $144K.
  • Amazon made up 0.47% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #40 holding.
  • Retirement Planning Group (New York) first reported a position in Amazon in Q3 2025 and has held it in 3 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.