Kelleher Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.8M | Buy |
55,363
+20,782
| +60% | +$4.58M | 2.99% | 6 |
|
|
2025
Q4 | $7.98M | Sell |
34,581
-15,446
| -31% | -$3.53M | 1.83% | 8 |
|
|
2025
Q3 | $11M | Sell |
50,027
-3,834
| -7% | -$868K | 2.74% | 7 |
|
|
2025
Q2 | $11.8M | Buy |
53,861
+987
| +2% | +$195K | 4.1% | 5 |
|
|
2025
Q1 | $10.1M | Sell |
52,874
-812
| -2% | -$176K | 4.01% | 6 |
|
|
2024
Q4 | $11.8M | Buy |
53,686
+1,060
| +2% | +$217K | 4.45% | 6 |
|
|
2024
Q3 | $9.81M | Sell |
52,626
-200
| -0.4% | -$36.5K | 3.74% | 7 |
|
|
2024
Q2 | $10.2M | Sell |
52,826
-105
| -0.2% | -$19.3K | 4.19% | 7 |
|
|
2024
Q1 | $9.55M | Sell |
52,931
-7
| -0% | -$1.17K | 3.96% | 7 |
|
|
2023
Q4 | $8.04M | Sell |
52,938
-55
| -0.1% | -$7.71K | 3.78% | 7 |
|
|
2023
Q3 | $6.74M | Buy |
52,993
+1,134
| +2% | +$152K | 3.45% | 7 |
|
|
2023
Q2 | $6.76M | Buy |
51,859
+8,815
| +20% | +$1.01M | 3.9% | 5 |
|
|
2023
Q1 | $4.45M | Buy |
43,044
+60
| +0.1% | +$5.8K | 2.94% | 6 |
|
|
2022
Q4 | $3.61M | Buy |
42,984
+2,873
| +7% | +$284K | 2.71% | 6 |
|
|
2022
Q3 | $4.53M | Sell |
40,111
-1,210
| -3% | -$153K | 3.25% | 5 |
|
|
2022
Q2 | $4.39M | Buy |
41,321
+14,681
| +55% | +$1.84M | 1.97% | 9 |
|
|
2022
Q1 | $4.34M | Buy |
26,640
+3,960
| +17% | +$612K | 2.4% | 6 |
|
|
2021
Q4 | $3.78M | Sell |
22,680
-7,040
| -24% | -$1.2M | 2.01% | 7 |
|
|
2021
Q3 | $4.88M | Buy |
29,720
+8,280
| +39% | +$1.43M | 2.15% | 7 |
|
|
2021
Q2 | $3.69M | Sell |
21,440
-980
| -4% | -$163K | 2.07% | 8 |
|
|
2021
Q1 | $3.47M | Buy |
22,420
+1,660
| +8% | +$263K | 2.23% | 8 |
|
|
2020
Q4 | $3.38M | Buy |
20,760
+560
| +3% | +$89.4K | 2.54% | 8 |
|
|
2020
Q3 | $3.18M | Sell |
20,200
-1,240
| -6% | -$195K | 2.64% | 7 |
|
|
2020
Q2 | $2.96M | Buy |
21,440
+160
| +0.8% | +$19.3K | 2.84% | 6 |
|
|
2020
Q1 | $2.07M | Sell |
21,280
-24,480
| -53% | -$2.37M | 2.48% | 7 |
|
|
2019
Q4 | $4.23M | Hold |
45,760
| – | – | 4.26% | 5 |
|
|
2019
Q3 | $3.97M | Sell |
45,760
-1,960
| -4% | -$182K | 4.84% | 5 |
|
|
2019
Q2 | $4.52M | Buy |
+47,720
| New | +$4.45M | 5.57% | 3 |
|
|
2018
Q4 | $851K | Buy |
11,340
+2,280
| +25% | +$190K | 1.37% | 17 |
|
|
2018
Q3 | $906K | Hold |
9,060
| – | – | 1.18% | 18 |
|
|
2018
Q2 | $770K | Sell |
9,060
-2,000
| -18% | -$159K | 1.1% | 19 |
|
|
2018
Q1 | $800K | Buy |
+11,060
| New | +$791K | 1.09% | 19 |
|
|
2017
Q2 | – | Sell |
-5,080
| Closed | -$225K | – | 83 |
|
|
2017
Q1 | $225K | Buy |
+5,080
| New | +$212K | 0.48% | 70 |
|
Other funds holding AMZN
VCM
VPM
Kelleher Financial Advisors's AMZN Position: Q1 2026 in Review
Kelleher Financial Advisors increased its Amazon (AMZN) stake by 60% in Q1 2026, buying an estimated $4.58M and bringing the position to 55,363 shares worth $11.8M. The position accounts for 2.99% of the portfolio, ranked #6.
Kelleher Financial Advisors first reported a position in AMZN in Q1 2017 and has held it in 33 quarters since. The position peaked at $11.8M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Kelleher Financial Advisors held 55,363 shares of Amazon worth $11.8M as of Q1 2026.
- Kelleher Financial Advisors bought 20,782 Amazon shares in Q1 2026, an estimated $4.58M.
- Amazon made up 2.99% of Kelleher Financial Advisors's portfolio in Q1 2026, its #6 holding.
- Kelleher Financial Advisors first reported a position in Amazon in Q1 2017 and has held it in 33 quarters since.
- Kelleher Financial Advisors's Amazon position peaked at $11.8M in Q2 2025.
- 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.