SPI
AMZN icon

Strategic Planning Inc’s Amazon AMZN Stock Holding History

Strategic Planning Inc’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 		$23.7M Buy
115,509
+52,488
+83% +$11.6M 11.88% 1
2025
Q4 		$14.5M Sell
63,021
-402
-0.6% -$92K 7.84% 4
2025
Q3 		$13.9M Sell
63,423
-53
-0.1% -$12K 8.06% 3
2025
Q2 		$13.9M Sell
63,476
-1,226
-2% -$243K 8.34% 2
2025
Q1 		$12.3M Buy
+64,702
New +$14M 6.94% 2

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

Strategic Planning Inc's AMZN Position: Q1 2026 in Review

Strategic Planning Inc increased its Amazon (AMZN) stake by 83% in Q1 2026, buying an estimated $11.6M and bringing the position to 115,509 shares worth $23.7M. The position accounts for 11.88% of the portfolio, ranked #1.

Strategic Planning Inc first reported a position in AMZN in Q1 2025 and has held it in 5 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Strategic Planning Inc held 115,509 shares of Amazon worth $23.7M as of Q1 2026.
  • Strategic Planning Inc bought 52,488 Amazon shares in Q1 2026, an estimated $11.6M.
  • Amazon made up 11.88% of Strategic Planning Inc's portfolio in Q1 2026, its #1 holding.
  • Strategic Planning Inc first reported a position in Amazon in Q1 2025 and has held it in 5 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.