Kelly Financial Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.19M | Sell |
5,005
-122
| -2% | -$30.6K | 0.26% | 46 |
|
|
2026
Q1 | $1.07M | Sell |
5,127
-27
| -0.5% | -$5.95K | 0.26% | 43 |
|
|
2025
Q4 | $1.19M | Sell |
5,154
-13
| -0.3% | -$2.97K | 0.3% | 39 |
|
|
2025
Q3 | $1.13M | Sell |
5,167
-48
| -0.9% | -$10.9K | 0.29% | 39 |
|
|
2025
Q2 | $1.14M | Sell |
5,215
-42
| -0.8% | -$8.31K | 0.34% | 36 |
|
|
2025
Q1 | $1M | Sell |
5,257
-49
| -0.9% | -$10.6K | 0.35% | 39 |
|
|
2024
Q4 | $1.16M | Sell |
5,306
-228
| -4% | -$46.6K | 0.42% | 39 |
|
|
2024
Q3 | $1.03M | Buy |
5,534
+64
| +1% | +$11.7K | 0.38% | 45 |
|
|
2024
Q2 | $1.06M | Sell |
5,470
-83
| -1% | -$15.2K | 0.38% | 43 |
|
|
2024
Q1 | $1M | Buy |
5,553
+292
| +6% | +$48.7K | 0.38% | 40 |
|
|
2023
Q4 | $799K | Sell |
5,261
-403
| -7% | -$56.5K | 0.32% | 44 |
|
|
2023
Q3 | $720K | Buy |
5,664
+1,822
| +47% | +$244K | 0.33% | 44 |
|
|
2023
Q2 | $501K | Buy |
3,842
+454
| +13% | +$51.8K | 0.24% | 51 |
|
|
2023
Q1 | $350K | Sell |
3,388
-92
| -3% | -$8.89K | 0.18% | 62 |
|
|
2022
Q4 | $292K | Buy |
3,480
+142
| +4% | +$14K | 0.15% | 73 |
|
|
2022
Q3 | $377K | Buy |
3,338
+134
| +4% | +$16.9K | 0.22% | 53 |
|
|
2022
Q2 | $340K | Buy |
3,204
+384
| +14% | +$48.1K | 0.18% | 63 |
|
|
2022
Q1 | $460K | Buy |
2,820
+120
| +4% | +$18.5K | 0.21% | 45 |
|
|
2021
Q4 | $450K | Buy |
2,700
+840
| +45% | +$144K | 0.21% | 43 |
|
|
2021
Q3 | $306K | Sell |
1,860
-5,777,600
| -100% | -$997M | 0.17% | 50 |
|
|
2021
Q2 | $84K | Buy |
5,779,460
+5,777,860
| +361,116% | +$960M | ﹤0.01% | 401 |
|
|
2021
Q1 | $248K | Hold |
1,600
| – | – | 0.15% | 39 |
|
|
2020
Q4 | $261K | Sell |
1,600
-20
| -1% | -$3.19K | 0.18% | 29 |
|
|
2020
Q3 | $255K | Sell |
1,620
-20
| -1% | -$3.15K | 0.18% | 19 |
|
|
2020
Q2 | $226K | Buy |
1,640
+140
| +9% | +$16.9K | 0.18% | 24 |
|
|
2020
Q1 | $146K | Buy |
1,500
+180
| +14% | +$17.4K | 0.18% | 28 |
|
|
2019
Q4 | $122K | Hold |
1,320
| – | – | 0.09% | 45 |
|
|
2019
Q3 | $115K | Buy |
1,320
+180
| +16% | +$16.7K | 0.1% | 44 |
|
|
2019
Q2 | $108K | Buy |
1,140
+180
| +19% | +$16.8K | 0.1% | 44 |
|
|
2019
Q1 | $85.5K | Buy |
+960
| New | +$79.9K | 0.1% | 50 |
|
Other funds holding AMZN
Kelly Financial Services's AMZN Position: Q2 2026 in Review
Kelly Financial Services reduced its Amazon (AMZN) stake by 2.4% in Q2 2026, selling an estimated $30.6K and leaving 5,005 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #46.
Kelly Financial Services first reported a position in AMZN in Q1 2019 and has held it in 30 quarters since. 6,103 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Kelly Financial Services held 5,005 shares of Amazon worth $1.19M as of Q2 2026.
- Kelly Financial Services sold 122 Amazon shares in Q2 2026, an estimated $30.6K.
- Amazon made up 0.26% of Kelly Financial Services's portfolio in Q2 2026, its #46 holding.
- Kelly Financial Services first reported a position in Amazon in Q1 2019 and has held it in 30 quarters since.
- 6,103 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.