Position in AMZN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$15,700,850
+$11,823,074 QoQ
Shares Held
75,387
+348.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
9.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026CAPITAL & PLANNING, LLC holds $15,761,447 across 2 Internet Retail names. AMZN ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
75,387 | $15,700,850 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
483 | $60,597 |
All Filings in AMZN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,700,850 | 75,387 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,877,776 | 16,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,410,442 | 74,739 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,335,340 | 74,458 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,087,611 | 74,044 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $16,202,170 | 73,851 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||