RPGNY
AMZN icon

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
Q2 		$844K Buy
3,540
+10
+0.3% +$2.51K 0.46% 42
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Retirement Planning Group (New York)'s AMZN Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Amazon (AMZN) stake by 0.28% in Q2 2026, buying an estimated $2.51K and bringing the position to 3,540 shares worth $844K. The position accounts for 0.46% of the portfolio, ranked #42.

Retirement Planning Group (New York) first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 6,145 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Retirement Planning Group (New York) held 3,540 shares of Amazon worth $844K as of Q2 2026.
  • Retirement Planning Group (New York) bought 10 Amazon shares in Q2 2026, an estimated $2.51K.
  • Amazon made up 0.46% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #42 holding.
  • Retirement Planning Group (New York) first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • 6,145 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.