SPAS
AMZN icon

Spectrum Planning & Advisory Services’s Amazon AMZN Stock Holding History

Spectrum Planning & Advisory Services’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 		$2.85M Sell
11,963
-383
-3% -$96.1K 1.28% 24
2026
Q1 		$2.57M Buy
12,346
+863
+8% +$190K 1.27% 27
2025
Q4 		$2.65M Buy
11,483
+138
+1% +$31.6K 1.36% 22
2025
Q3 		$2.49M Buy
11,345
+1,044
+10% +$236K 1.41% 22
2025
Q2 		$2.26M Buy
10,301
+2,389
+30% +$473K 1.46% 24
2025
Q1 		$1.51M Sell
7,912
-260
-3% -$56.4K 1.25% 22
2024
Q4 		$1.79M Buy
8,172
+160
+2% +$32.7K 1.56% 16
2024
Q3 		$1.49M Sell
8,012
-1,268
-14% -$231K 1.43% 16
2024
Q2 		$1.84M Buy
+9,280
New +$1.7M 1.77% 16
2023
Q4 		$1.35M Sell
8,875
-1,150
-11% -$161K 1.91% 11
2023
Q3 		$1.27M Sell
10,025
-310
-3% -$41.5K 2.01% 12
2023
Q2 		$1.35M Hold
10,335
– – 2.02% 12
2023
Q1 		$1.07M Hold
10,335
– – 1.73% 13
2022
Q4 		$868K Buy
10,335
+35
+0.3% +$3.46K 1.18% 20
2022
Q3 		$1.16M Hold
10,300
– – 1.18% 15
2022
Q2 		$1.09M Buy
10,300
+160
+2% +$20K 1.14% 16
2022
Q1 		$1.65M Sell
10,140
-400
-4% -$61.8K 1.51% 18
2021
Q4 		$1.76M Buy
10,540
+220
+2% +$37.7K 1.6% 17
2021
Q3 		$1.7M Sell
10,320
-80
-0.8% -$13.8K 1.66% 18
2021
Q2 		$1.79M Sell
10,400
-120
-1% -$19.9K 1.72% 16
2021
Q1 		$1.63M Hold
10,520
– – 1.67% 17
2020
Q4 		$1.71M Buy
+10,520
New +$1.68M 1.84% 16

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Spectrum Planning & Advisory Services's AMZN Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Amazon (AMZN) stake by 3.1% in Q2 2026, selling an estimated $96.1K and leaving 11,963 shares worth $2.85M. The position accounts for 1.28% of the portfolio, ranked #24.

Spectrum Planning & Advisory Services first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Spectrum Planning & Advisory Services held 11,963 shares of Amazon worth $2.85M as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 383 Amazon shares in Q2 2026, an estimated $96.1K.
  • Amazon made up 1.28% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #24 holding.
  • Spectrum Planning & Advisory Services first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.