Strategic Planning Group
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Strategic Planning Group’s Amazon AMZN Stock Holding History

Strategic 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
Q3 		$49.4M Buy
198,076
+58,469
+42% +$14.9M 5.12% 3
2026
Q2 		$33.3M Buy
139,607
+3,143
+2% +$789K 3.62% 7
2026
Q1 		$28.4M Sell
136,464
-24,746
-15% -$5.45M 3.97% 4
2025
Q4 		$37.2M Buy
161,210
+7,786
+5% +$1.78M 4.79% 3
2025
Q3 		$33.7M Buy
153,424
+18,600
+14% +$4.21M 4.55% 4
2025
Q2 		$29.6M Buy
134,824
+14,376
+12% +$2.84M 4.8% 2
2025
Q1 		$22.9M Sell
120,448
-537
-0.4% -$117K 4.49% 2
2024
Q4 		$26.5M Sell
120,985
-255
-0.2% -$52.2K 4.88% 3
2024
Q3 		$22.6M Buy
121,240
+5,728
+5% +$1.05M 4.45% 3
2024
Q2 		$22.3M Buy
115,512
+14,753
+15% +$2.71M 4.88% 3
2024
Q1 		$18.2M Buy
100,759
+17,739
+21% +$2.96M 4.54% 3
2023
Q4 		$12.6M Buy
+83,020
New +$11.6M 4.18% 2

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Strategic Planning Group's AMZN Position: Q3 2026 in Review

Strategic Planning Group increased its Amazon (AMZN) stake by 42% in Q3 2026, buying an estimated $14.9M and bringing the position to 198,076 shares worth $49.4M. The position accounts for 5.12% of the portfolio, ranked #3.

Strategic Planning Group first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 2,216 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Strategic Planning Group held 198,076 shares of Amazon worth $49.4M as of Q3 2026.
  • Strategic Planning Group bought 58,469 Amazon shares in Q3 2026, an estimated $14.9M.
  • Amazon made up 5.12% of Strategic Planning Group's portfolio in Q3 2026, its #3 holding.
  • Strategic Planning Group first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 2,216 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.