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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
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 $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

Stonebridge Financial Planning Group's AMZN Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its Amazon (AMZN) stake by 2.8% in Q1 2026, selling an estimated $146K and leaving 23,328 shares worth $4.86M. The position accounts for 1.78% of the portfolio, ranked #12.

Stonebridge Financial Planning Group first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.72M in Q4 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Stonebridge Financial Planning Group held 23,328 shares of Amazon worth $4.86M as of Q1 2026.
  • Stonebridge Financial Planning Group sold 662 Amazon shares in Q1 2026, an estimated $146K.
  • Amazon made up 1.78% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #12 holding.
  • Stonebridge Financial Planning Group first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's Amazon position peaked at $5.72M in Q4 2024.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.