Kerntke Otto McGlone Wealth Management Group’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
$431K Sell
1,808
-21
-1% -$5.27K 0.26% 58
2026
Q1
$381K Buy
1,829
+484
+36% +$107K 0.26% 57
2025
Q4
$310K Buy
1,345
+4
+0.3% +$915 0.22% 61
2025
Q3
$294K Sell
1,341
-248
-16% -$56.1K 0.22% 64
2025
Q2
$349K Buy
1,589
+234
+17% +$46.3K 0.28% 57
2025
Q1
$258K Buy
1,355
+206
+18% +$44.7K 0.23% 69
2024
Q4
$252K Sell
1,149
-81
-7% -$16.6K 0.19% 72
2024
Q3
$229K Sell
1,230
-67
-5% -$12.2K 0.19% 73
2024
Q2
$251K Sell
1,297
-7
-0.5% -$1.29K 0.23% 65
2024
Q1
$235K Sell
1,304
-60
-4% -$10K 0.23% 62
2023
Q4
$207K Buy
+1,364
New +$191K 0.21% 63
2022
Q1
Sell
-1,660
Closed -$277K 36
2021
Q4
$277K Buy
+1,660
New +$284K 0.34% 52
2021
Q3
Sell
-2,140
Closed -$368K 44
2021
Q2
$368K Hold
2,140
0.15% 96
2021
Q1
$331K Sell
2,140
-160
-7% -$25.4K 0.17% 95
2020
Q4
$375K Hold
2,300
0.22% 85
2020
Q3
$362K Sell
2,300
-400
-15% -$63.1K 0.27% 74
2020
Q2
$372K Buy
+2,700
New +$326K 0.34% 63

Other funds holding AMZN

Kerntke Otto McGlone Wealth Management Group's AMZN Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Amazon (AMZN) stake by 1.1% in Q2 2026, selling an estimated $5.27K and leaving 1,808 shares worth $431K. The position accounts for 0.26% of the portfolio, ranked #58.

Kerntke Otto McGlone Wealth Management Group first reported a position in AMZN in Q2 2020 and has held it in 17 quarters since. 2,035 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 1,808 shares of Amazon worth $431K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 21 Amazon shares in Q2 2026, an estimated $5.27K.
  • Amazon made up 0.26% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #58 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Amazon in Q2 2020 and has held it in 17 quarters since.
  • 2,035 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.