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Kassira Wealth Management’s Amazon AMZN Stock Holding History

Kassira 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 		$4.37M Sell
18,342
-2,194
-11% -$551K 3.51% 8
2026
Q1 		$4.28M Sell
20,536
-1,187
-5% -$261K 3.93% 6
2025
Q4 		$5.01M Sell
21,723
-287
-1% -$65.7K 4.76% 5
2025
Q3 		$4.83M Buy
+22,010
New +$4.98M 4.66% 5

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

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

Kassira Wealth Management reduced its Amazon (AMZN) stake by 11% in Q2 2026, selling an estimated $551K and leaving 18,342 shares worth $4.37M. The position accounts for 3.51% of the portfolio, ranked #8.

Kassira Wealth Management first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.01M in Q4 2025. 6,120 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kassira Wealth Management held 18,342 shares of Amazon worth $4.37M as of Q2 2026.
  • Kassira Wealth Management sold 2,194 Amazon shares in Q2 2026, an estimated $551K.
  • Amazon made up 3.51% of Kassira Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Kassira Wealth Management first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • Kassira Wealth Management's Amazon position peaked at $5.01M in Q4 2025.
  • 6,120 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.