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Vertex Planning Partners’s Amazon AMZN Stock Holding History

Vertex Planning Partners’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 		$1.41M Buy
+5,931
New +$1.49M 0.21% 54
2026
Q1 		– Sell
-4,733
Closed -$1.09M – 136
2025
Q4 		$1.09M Sell
4,733
-2,129
-31% -$487K 0.25% 50
2025
Q3 		$1.51M Buy
6,862
+862
+14% +$195K 0.29% 57
2025
Q2 		$1.32M Sell
6,000
-421
-7% -$83.3K 0.27% 56
2025
Q1 		$1.22M Buy
6,421
+267
+4% +$57.9K 0.27% 54
2024
Q4 		$1.35M Buy
6,154
+271
+5% +$55.4K 0.3% 52
2024
Q3 		$1.1M Buy
5,883
+133
+2% +$24.3K 0.26% 47
2024
Q2 		$1.11M Buy
5,750
+146
+3% +$26.8K 0.29% 46
2024
Q1 		$1.01M Sell
5,604
-661
-11% -$110K 0.28% 46
2023
Q4 		$952K Buy
6,265
+4,044
+182% +$567K 0.28% 45
2023
Q3 		$282K Buy
2,221
+37
+2% +$4.96K 0.1% 107
2023
Q2 		$285K Buy
+2,184
New +$249K 0.1% 113
2023
Q1 		– Sell
-4,383
Closed -$368K – 122
2022
Q4 		$368K Buy
+4,383
New +$433K 0.14% 90

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

Vertex Planning Partners's AMZN Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Amazon (AMZN) in Q2 2026: 5,931 shares worth $1.41M. The stake represents 0.21% of the portfolio and ranks #54 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in AMZN as recently as Q4 2025.

Vertex Planning Partners first reported a position in AMZN in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.51M in Q3 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Vertex Planning Partners held 5,931 shares of Amazon worth $1.41M as of Q2 2026.
  • Amazon was a new Vertex Planning Partners position in Q2 2026.
  • Amazon made up 0.21% of Vertex Planning Partners's portfolio in Q2 2026, its #54 holding.
  • Vertex Planning Partners first reported a position in Amazon in Q4 2022 and has held it in 13 quarters since.
  • Vertex Planning Partners's Amazon position peaked at $1.51M in Q3 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.