SEC 13F Intelligence

Asset Planning,Inc / AMZN

Asset Planning,Inc’s Amazon Com Inc Position

Does Asset Planning,Inc own Amazon Com Inc (AMZN)? Yes — 63.3K shares worth $13M (+9.37% of its 13F portfolio) as of Q1 2026, down from 63.6K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
63.3K
% of Portfolio
+9.37%
Quarters Held
6
currently held

Position History AMZN

Reported value by quarter
Q4 ’24: $14MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $14MQ2 ’25Q3 ’25: $14MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.3K$13M+9.37%
Q4 202563.6K$15M+10.31%
Q3 202564.1K$14M+10.18%
Q2 202564.3K$14M+10.63%
Q1 202564.5K$12M+9.63%
Q4 202465.6K$14M+10.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning,Inc’s full portfolio or all institutional holders of AMZN.