SFP
AMZN icon

SwitchPoint Financial Planning’s Amazon AMZN Stock Holding History

SwitchPoint Financial Planning’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 		$765K Buy
3,210
+410
+15% +$103K 0.44% 35
2026
Q1 		$583K Sell
2,800
-36
-1% -$7.93K 0.4% 39
2025
Q4 		$655K Buy
2,836
+255
+10% +$58.3K 0.46% 37
2025
Q3 		$567K Buy
2,581
+107
+4% +$24.2K 0.41% 38
2025
Q2 		$543K Buy
2,474
+144
+6% +$28.5K 0.44% 36
2025
Q1 		$443K Sell
2,330
-612
-21% -$133K 0.42% 31
2024
Q4 		$645K Buy
+2,942
New +$602K 0.62% 28

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

SwitchPoint Financial Planning's AMZN Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $103K and bringing the position to 3,210 shares worth $765K. The position accounts for 0.44% of the portfolio, ranked #35.

SwitchPoint Financial Planning first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,143 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SwitchPoint Financial Planning held 3,210 shares of Amazon worth $765K as of Q2 2026.
  • SwitchPoint Financial Planning bought 410 Amazon shares in Q2 2026, an estimated $103K.
  • Amazon made up 0.44% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #35 holding.
  • SwitchPoint Financial Planning first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,143 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.