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Keener Financial Planning’s Amazon AMZN Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-650
Closed -$142K – 70
2025
Q3 		$142K Hold
650
– – 0.07% 60
2025
Q2 		$142K Hold
650
– – 0.07% 60
2025
Q1 		$123K Buy
650
+110
+20% +$23.9K 0.08% 57
2024
Q4 		$118K Buy
540
+440
+440% +$90K 0.07% 64
2024
Q3 		$18K Sell
100
-660
-87% -$120K 0.01% 114
2024
Q2 		$146K Hold
760
– – 0.1% 52
2024
Q1 		$138K Hold
760
– – 0.09% 53
2023
Q4 		$115K Buy
+760
New +$107K 0.09% 63

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 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

Keener Financial Planning's AMZN Position: Q4 2025 in Review

Keener Financial Planning sold out of Amazon (AMZN) in Q4 2025, closing a stake of 650 shares — an estimated $142K sold.

Keener Financial Planning first reported a position in AMZN in Q4 2023 and held it in 8 quarters. The position peaked at $146K in Q2 2024. 6,083 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Keener Financial Planning reported no remaining Amazon position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 650 Amazon shares in Q4 2025, an estimated $142K.
  • Keener Financial Planning first reported a position in Amazon in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Amazon position peaked at $146K in Q2 2024.
  • 6,083 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.