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Stonebridge Financial Planning Group’s Amazon AMZN Stock Holding History

Stonebridge Financial Planning Group’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 		$5.75M Buy
24,112
+784
+3% +$197K 1.83% 11
2026
Q1 		$4.86M Sell
23,328
-662
-3% -$146K 1.78% 12
2025
Q4 		$5.54M Buy
23,990
+187
+0.8% +$42.8K 2% 7
2025
Q3 		$5.23M Sell
23,803
-59
-0.2% -$13.4K 1.96% 6
2025
Q2 		$5.24M Sell
23,862
-201
-0.8% -$39.8K 2.19% 6
2025
Q1 		$4.58M Sell
24,063
-1,998
-8% -$434K 2.09% 6
2024
Q4 		$5.72M Buy
26,061
+528
+2% +$108K 2.55% 6
2024
Q3 		$4.76M Buy
25,533
+255
+1% +$46.5K 2.27% 6
2024
Q2 		$4.88M Sell
25,278
-410
-2% -$75.3K 2.45% 7
2024
Q1 		$4.63M Sell
25,688
-25
-0.1% -$4.17K 2.45% 7
2023
Q4 		$3.91M Sell
25,713
-25
-0.1% -$3.5K 2.25% 7
2023
Q3 		$3.27M Sell
25,738
-615
-2% -$82.4K 2.1% 10
2023
Q2 		$3.44M Sell
26,353
-290
-1% -$33.1K 2.09% 9
2023
Q1 		$2.75M Buy
26,643
+120
+0.5% +$11.6K 1.78% 14
2022
Q4 		$2.23M Sell
26,523
-16
-0.1% -$1.58K 1.48% 15
2022
Q3 		$3M Buy
26,539
+389
+1% +$49.2K 2.1% 11
2022
Q2 		$2.78M Sell
26,150
-310
-1% -$38.8K 1.89% 14
2022
Q1 		$4.31M Buy
26,460
+280
+1% +$43.3K 2.41% 9
2021
Q4 		$3.77M Sell
26,180
-440
-2% -$75.3K 1.98% 13
2021
Q3 		$4.5M Sell
26,620
-500
-2% -$86.2K 2.2% 10
2021
Q2 		$5.04M Buy
27,120
+320
+1% +$53.2K 2.67% 8
2021
Q1 		$4.53M Sell
26,800
-1,620
-6% -$257K 2.65% 8
2020
Q4 		$4.63M Buy
28,420
+700
+3% +$112K 2.93% 6
2020
Q3 		$4.54M Buy
27,720
+140
+0.5% +$22.1K 3.26% 4
2020
Q2 		$3.99M Buy
27,580
+960
+4% +$116K 3.39% 4
2020
Q1 		$2.72M Sell
26,620
-2,140
-7% -$207K 2.71% 9
2019
Q4 		$2.66M Buy
+28,760
New +$2.55M 2.4% 12

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

Stonebridge Financial Planning Group's AMZN Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Amazon (AMZN) stake by 3.4% in Q2 2026, buying an estimated $197K and bringing the position to 24,112 shares worth $5.75M. The position accounts for 1.83% of the portfolio, ranked #11.

Stonebridge Financial Planning Group first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Stonebridge Financial Planning Group held 24,112 shares of Amazon worth $5.75M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 784 Amazon shares in Q2 2026, an estimated $197K.
  • Amazon made up 1.83% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #11 holding.
  • Stonebridge Financial Planning Group first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.