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Kestra Advisory Services’s Amazon AMZN Stock Holding History

Kestra Advisory Services’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
Q1 		$339M Buy
1,627,419
+161,222
+11% +$35.5M 1.28% 8
2025
Q4 		$338M Buy
1,466,197
+98,781
+7% +$22.6M 1.39% 8
2025
Q3 		$300M Buy
1,367,416
+65,193
+5% +$14.8M 1.37% 8
2025
Q2 		$286M Buy
1,302,223
+86,720
+7% +$17.2M 1.39% 8
2025
Q1 		$231M Sell
1,215,503
-49,105
-4% -$10.7M 1.12% 10
2024
Q4 		$277M Sell
1,264,608
-40,363
-3% -$8.26M 1.52% 9
2024
Q3 		$243M Sell
1,304,971
-76,285
-6% -$13.9M 1.34% 8
2024
Q2 		$267M Buy
1,381,256
+265,132
+24% +$48.7M 1.49% 9
2024
Q1 		$201M Buy
1,116,124
+55,545
+5% +$9.27M 1.35% 9
2023
Q4 		$161M Buy
1,060,579
+105,764
+11% +$14.8M 1.31% 9
2023
Q3 		$121M Sell
954,815
-3,672
-0.4% -$492K 1.19% 9
2023
Q2 		$125M Buy
958,487
+20,596
+2% +$2.35M 1.25% 9
2023
Q1 		$96.9M Sell
937,891
-276,777
-23% -$26.7M 1.05% 9
2022
Q4 		$102M Buy
1,214,668
+67,995
+6% +$6.72M 0.91% 11
2022
Q3 		$130M Buy
1,146,673
+86,005
+8% +$10.9M 1.39% 4
2022
Q2 		$113M Buy
1,060,668
+128,008
+14% +$16M 1.16% 10
2022
Q1 		$152M Buy
932,660
+39,080
+4% +$6.04M 1.58% 4
2021
Q4 		$149M Sell
893,580
-131,680
-13% -$22.5M 1.51% 5
2021
Q3 		$168M Buy
1,025,260
+134,260
+15% +$23.2M 1.68% 4
2021
Q2 		$153M Buy
891,000
+40,860
+5% +$6.79M 1.74% 4
2021
Q1 		$132M Sell
850,140
-216,680
-20% -$34.3M 1.67% 4
2020
Q4 		$175M Buy
1,066,820
+400,300
+60% +$63.9M 2.03% 3
2020
Q3 		$105M Buy
+666,520
New +$105M 1.96% 3

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kestra Advisory Services's AMZN Position: Q1 2026 in Review

Kestra Advisory Services increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $35.5M and bringing the position to 1,627,419 shares worth $339M. The position accounts for 1.28% of the portfolio, ranked #8.

Kestra Advisory Services first reported a position in AMZN in Q3 2020 and has held it in 23 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Kestra Advisory Services held 1,627,419 shares of Amazon worth $339M as of Q1 2026.
  • Kestra Advisory Services bought 161,222 Amazon shares in Q1 2026, an estimated $35.5M.
  • Amazon made up 1.28% of Kestra Advisory Services's portfolio in Q1 2026, its #8 holding.
  • Kestra Advisory Services first reported a position in Amazon in Q3 2020 and has held it in 23 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.