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Virginia Estate & Retirement Planning Advisors’s Amazon AMZN Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$399K Buy
4,085
+413
+11% +$104K 0.48% 17
2026
Q1 		$272K Buy
+3,672
New +$808K 0.48% 8

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

Virginia Estate & Retirement Planning Advisors's AMZN Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 4,085 shares worth $399K. The position accounts for 0.48% of the portfolio, ranked #17.

Virginia Estate & Retirement Planning Advisors first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. 6,059 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 4,085 shares of Amazon worth $399K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 413 Amazon shares in Q2 2026, an estimated $104K.
  • Amazon made up 0.48% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #17 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
  • 6,059 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.