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Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMZN overviewAll 13F holders of AMZNFull Q1 2026 holdings

Shares (Q1 2026)
53,848
Value
$11.2M
% of portfolio
1.6%
Quarters held
21
Since Q1 2021
Holdings of AMZN by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202653,848$11.2M1.6%−2,477−4.4%ReducedHolders
Q4 202556,325$13.0M1.7%−1,206−2.1%ReducedHolders
Q3 202557,531$12.6M1.7%−3,710−6.1%ReducedHolders
Q2 202561,241$13.4M2.0%−2,011−3.2%ReducedHolders
Q1 202563,252$12.0M1.9%−237−0.4%ReducedHolders
Q4 202463,489$13.9M2.2%+2,908+4.8%AddedHolders
Q3 202460,581$11.3M1.7%+1,237+2.1%AddedHolders
Q2 202459,344$11.5M2.0%−130.0%ReducedHolders
Q1 202459,357$10.7M1.9%+781+1.3%AddedHolders
Q4 202358,576$8.90M1.7%−419−0.7%ReducedHolders
Q3 202358,995$7.50M1.6%+647+1.1%AddedHolders
Q2 202358,348$7.61M1.5%+1,116+1.9%AddedHolders
Q1 202357,232$5.91M1.3%−1,081−1.9%ReducedHolders
Q4 202258,313$4.90M1.2%−3,233−5.3%ReducedHolders
Q3 202261,546$6.96M1.9%−87−0.1%ReducedHolders
Q2 202261,633$6.55M1.7%−1,207−1.9%ReducedConverted for a 20-for-1 splitHolders
Q1 20223,142$10.2M2.2%+66+2.1%AddedHolders
Q4 20213,076$10.3M2.0%+147+5.0%AddedHolders
Q3 20212,929$9.62M2.0%+20+0.7%AddedHolders
Q2 20212,909$10.0M2.1%+72+2.5%AddedHolders
Q1 20212,837$8.78M2.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.