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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Strategic Planning Group's AMZN Position: Q2 2026 in Review

Strategic Planning Group increased its Amazon (AMZN) stake by 2.3% in Q2 2026, buying an estimated $789K and bringing the position to 139,607 shares worth $33.3M. The position accounts for 3.62% of the portfolio, ranked #7.

Strategic Planning Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.2M in Q4 2025. 3,915 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Strategic Planning Group held 139,607 shares of Amazon worth $33.3M as of Q2 2026.
Strategic Planning Group bought 3,143 Amazon shares in Q2 2026, an estimated $789K.
Amazon made up 3.62% of Strategic Planning Group's portfolio in Q2 2026, its #7 holding.
Strategic Planning Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's Amazon position peaked at $37.2M in Q4 2025.
3,915 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.