Spartan Planning & Wealth Management’s Amazon AMZN Stock Holding History

Spartan Planning & Wealth Management’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	$2.87M	Buy	+12,054	New	+$3.03M	1.91%	19
2026 Q1	–	Sell	-19,840	Closed	-$4.58M	–	70
2025 Q4	$4.58M	Buy	19,840 +737	+4%	+$169K	3.38%	8
2025 Q3	$4.19M	Sell	19,103 -385	-2%	-$87.1K	3.28%	10
2025 Q2	$4.28M	Buy	19,488 +9,369	+93%	+$1.85M	3.66%	8
2025 Q1	$1.93M	Sell	10,119 -7,067	-41%	-$1.53M	1.87%	16
2024 Q4	$3.77M	Buy	+17,186	New	+$3.52M	3.44%	10
2023 Q4	$2M	Buy	13,141 +10,155	+340%	+$1.42M	2.13%	14
2023 Q3	$380K	Buy	+2,986	New	+$400K	0.44%	34
2022 Q2	–	Sell	-2,040	Closed	-$333K	–	93
2022 Q1	$333K	Buy	+2,040	New	+$315K	0.42%	30

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Spartan Planning & Wealth Management's AMZN Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in Amazon (AMZN) in Q2 2026: 12,054 shares worth $2.87M. The stake represents 1.91% of the portfolio and ranks #19 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in AMZN as recently as Q4 2025.

Spartan Planning & Wealth Management first reported a position in AMZN in Q1 2022 and has held it in 9 quarters since. The position peaked at $4.58M in Q4 2025. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Spartan Planning & Wealth Management held 12,054 shares of Amazon worth $2.87M as of Q2 2026.
Amazon was a new Spartan Planning & Wealth Management position in Q2 2026.
Amazon made up 1.91% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #19 holding.
Spartan Planning & Wealth Management first reported a position in Amazon in Q1 2022 and has held it in 9 quarters since.
Spartan Planning & Wealth Management's Amazon position peaked at $4.58M in Q4 2025.
2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.