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Kathleen S. Wright Associates’s Amazon AMZN Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$3.07M Sell
13,862
-43
-0.3% -$9.73K 1.14% 20
2025
Q2 		$3.1M Hold
13,905
– – 1.21% 20
2025
Q1 		$2.64M Buy
13,905
+200
+1% +$43.4K 1.09% 22
2024
Q4 		$3.02M Buy
13,705
+30
+0.2% +$6.14K 1.26% 20
2024
Q3 		$2.55M Buy
13,675
+70
+0.5% +$12.8K 1.05% 22
2024
Q2 		$2.62M Hold
13,605
– – 1.21% 20
2024
Q1 		$2.48M Buy
13,605
+260
+2% +$43.4K 1.17% 22
2023
Q4 		$2.02M Buy
13,345
+230
+2% +$32.2K 1.03% 25
2023
Q3 		$1.66M Buy
13,115
+3,860
+42% +$517K 0.93% 29
2023
Q2 		$1.21M Buy
9,255
+270
+3% +$30.8K 0.77% 35
2023
Q1 		$928K Sell
8,985
-5,630
-39% -$544K 0.61% 43
2022
Q4 		$1.23M Buy
14,615
+340
+2% +$33.6K 0.83% 33
2022
Q3 		$1.61M Buy
14,275
+4,295
+43% +$543K 1.31% 24
2022
Q2 		$1.06M Buy
9,980
+40
+0.4% +$5K 0.89% 33
2022
Q1 		$1.62M Buy
9,940
+160
+2% +$24.7K 1.18% 26
2021
Q4 		$1.63M Buy
+9,780
New +$1.67M 1.2% 26

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kathleen S. Wright Associates's AMZN Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its Amazon (AMZN) stake by 0.31% in Q3 2025, selling an estimated $9.73K and leaving 13,862 shares worth $3.07M. The position accounts for 1.14% of the portfolio, ranked #20.

Kathleen S. Wright Associates first reported a position in AMZN in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.1M in Q2 2025. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Kathleen S. Wright Associates held 13,862 shares of Amazon worth $3.07M as of Q3 2025.
  • Kathleen S. Wright Associates sold 43 Amazon shares in Q3 2025, an estimated $9.73K.
  • Amazon made up 1.14% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #20 holding.
  • Kathleen S. Wright Associates first reported a position in Amazon in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Amazon position peaked at $3.1M in Q2 2025.
  • 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.