KFP
AMZN icon

Kerr Financial Planning’s Amazon AMZN Stock Holding History

Kerr 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
2026
Q2 		$2.85M Sell
11,944
-183
-2% -$45.9K 3.18% 6
2026
Q1 		$3.13M Buy
12,127
+103
+0.9% +$22.7K 2.21% 6
2025
Q4 		$2.67M Buy
12,024
+426
+4% +$97.5K 3.61% 4
2025
Q3 		$2.7M Buy
+11,598
New +$2.63M 3.81% 5

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kerr Financial Planning's AMZN Position: Q2 2026 in Review

Kerr Financial Planning reduced its Amazon (AMZN) stake by 1.5% in Q2 2026, selling an estimated $45.9K and leaving 11,944 shares worth $2.85M. The position accounts for 3.18% of the portfolio, ranked #6.

Kerr Financial Planning first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.13M in Q1 2026. 6,105 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kerr Financial Planning held 11,944 shares of Amazon worth $2.85M as of Q2 2026.
  • Kerr Financial Planning sold 183 Amazon shares in Q2 2026, an estimated $45.9K.
  • Amazon made up 3.18% of Kerr Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Kerr Financial Planning first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Amazon position peaked at $3.13M in Q1 2026.
  • 6,105 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.