Kelsey Financial’s Amazon AMZN Stock Holding History

Kelsey Financial’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	$329K	Sell	1,381 -69	-5%	-$17.3K	0.25%	45
2026 Q1	$302K	Buy	1,450 +6	+0.4%	+$1.32K	0.26%	43
2025 Q4	$333K	Buy	+1,444	New	+$330K	0.29%	43

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kelsey Financial's AMZN Position: Q2 2026 in Review

Kelsey Financial reduced its Amazon (AMZN) stake by 4.8% in Q2 2026, selling an estimated $17.3K and leaving 1,381 shares worth $329K. The position accounts for 0.25% of the portfolio, ranked #45.

Kelsey Financial first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Kelsey Financial held 1,381 shares of Amazon worth $329K as of Q2 2026.
Kelsey Financial sold 69 Amazon shares in Q2 2026, an estimated $17.3K.
Amazon made up 0.25% of Kelsey Financial's portfolio in Q2 2026, its #45 holding.
Kelsey Financial first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
Kelsey Financial's Amazon position peaked at $333K in Q4 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.