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Keudell/Morrison Wealth Management’s Amazon AMZN Stock Holding History

Keudell/Morrison Wealth Management’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 		$8.7M Buy
36,497
+1,432
+4% +$359K 1.64% 15
2026
Q1 		$7.3M Buy
35,065
+943
+3% +$208K 1.49% 16
2025
Q4 		$7.88M Buy
+34,122
New +$7.81M 1.65% 16
2025
Q2 		$7.14M Buy
32,567
+1,403
+5% +$278K 1.59% 13
2025
Q1 		$5.93M Buy
31,164
+290
+0.9% +$62.9K 1.4% 13
2024
Q4 		$6.77M Buy
30,874
+51
+0.2% +$10.4K 1.77% 14
2024
Q3 		$5.74M Sell
30,823
-173
-0.6% -$31.6K 1.56% 12
2024
Q2 		$5.99M Sell
30,996
-672
-2% -$123K 1.75% 13
2024
Q1 		$5.71M Buy
31,668
+223
+0.7% +$37.2K 1.73% 12
2023
Q4 		$4.78M Sell
31,445
-169
-0.5% -$23.7K 1.58% 12
2023
Q3 		$4.02M Sell
31,614
-1,383
-4% -$185K 1.23% 16
2023
Q2 		$4.3M Sell
32,997
-351
-1% -$40.1K 1.24% 15
2023
Q1 		$3.44M Buy
33,348
+3,888
+13% +$376K 1.01% 17
2022
Q4 		$2.47M Sell
29,460
-2,363
-7% -$233K 0.79% 22
2022
Q3 		$3.6M Sell
31,823
-1,389
-4% -$176K 1.35% 12
2022
Q2 		$3.53M Buy
33,212
+1,632
+5% +$204K 1.28% 16
2022
Q1 		$5.15M Buy
31,580
+1,220
+4% +$189K 2.15% 5
2021
Q4 		$5.06M Buy
30,360
+920
+3% +$157K 2% 6
2021
Q3 		$4.84M Buy
29,440
+780
+3% +$135K 2.07% 7
2021
Q2 		$4.93M Buy
28,660
+2,740
+11% +$455K 2.7% 5
2021
Q1 		$4.01M Buy
25,920
+4,740
+22% +$751K 2.33% 7
2020
Q4 		$3.45M Buy
21,180
+1,400
+7% +$223K 2.19% 7
2020
Q3 		$3.11M Buy
19,780
+720
+4% +$114K 2% 9
2020
Q2 		$2.63M Buy
19,060
+3,040
+19% +$367K 2.17% 7
2020
Q1 		$1.56M Buy
16,020
+1,380
+9% +$134K 1.53% 16
2019
Q4 		$1.35M Buy
14,640
+500
+4% +$44.3K 0.94% 29
2019
Q3 		$1.23M Hold
14,140
– – 1.01% 29
2019
Q2 		$1.27M Hold
14,140
– – 1.11% 29
2019
Q1 		$1.26M Buy
+14,140
New +$1.18M 1.11% 27

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Keudell/Morrison Wealth Management's AMZN Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Amazon (AMZN) stake by 4.1% in Q2 2026, buying an estimated $359K and bringing the position to 36,497 shares worth $8.7M. The position accounts for 1.64% of the portfolio, ranked #15.

Keudell/Morrison Wealth Management first reported a position in AMZN in Q1 2019 and has held it in 29 quarters since. 1,125 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Keudell/Morrison Wealth Management held 36,497 shares of Amazon worth $8.7M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 1,432 Amazon shares in Q2 2026, an estimated $359K.
  • Amazon made up 1.64% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Keudell/Morrison Wealth Management first reported a position in Amazon in Q1 2019 and has held it in 29 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.