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BKM Wealth Management’s Amazon AMZN Stock Holding History

BKM Wealth Management’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 		$1.72M Buy
7,234
+5,116
+242% +$1.28M 0.61% 47
2026
Q1 		$441K Buy
2,118
+285
+16% +$62.8K 0.16% 109
2025
Q4 		$423K Sell
1,833
-60
-3% -$13.7K 0.15% 108
2025
Q3 		$416K Buy
1,893
+52
+3% +$11.8K 0.15% 109
2025
Q2 		$404K Buy
1,841
+5
+0.3% +$989 0.16% 112
2025
Q1 		$349K Sell
1,836
-300
-14% -$65.1K 0.14% 121
2024
Q4 		$469K Buy
2,136
+360
+20% +$73.7K 0.19% 110
2024
Q3 		$331K Sell
1,776
-14,232
-89% -$2.6M 0.13% 128
2024
Q2 		$260K Buy
16,008
+13,955
+680% +$2.56M 0.12% 131
2024
Q1 		$370K Buy
2,053
+157
+8% +$26.2K 0.16% 123
2023
Q4 		$288K Buy
+1,896
New +$266K 0.12% 133

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

BKM Wealth Management's AMZN Position: Q2 2026 in Review

BKM Wealth Management increased its Amazon (AMZN) stake by 242% in Q2 2026, buying an estimated $1.28M and bringing the position to 7,234 shares worth $1.72M. The position accounts for 0.61% of the portfolio, ranked #47.

BKM Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • BKM Wealth Management held 7,234 shares of Amazon worth $1.72M as of Q2 2026.
  • BKM Wealth Management bought 5,116 Amazon shares in Q2 2026, an estimated $1.28M.
  • Amazon made up 0.61% of BKM Wealth Management's portfolio in Q2 2026, its #47 holding.
  • BKM Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.