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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
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 $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

Vertex Planning Partners's AMZN Position: Q1 2026 in Review

Vertex Planning Partners sold out of Amazon (AMZN) in Q1 2026, closing a stake of 4,733 shares — an estimated $1.09M sold.

Vertex Planning Partners first reported a position in AMZN in Q4 2022 and held it in 12 quarters. The position peaked at $1.51M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Vertex Planning Partners reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
  • Vertex Planning Partners sold 4,733 Amazon shares in Q1 2026, an estimated $1.09M.
  • Vertex Planning Partners first reported a position in Amazon in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's Amazon position peaked at $1.51M in Q3 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.