Key Client Fiduciary Advisors’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
$8.97M Sell
37,638
-420
-1% -$105K 2.59% 8
2026
Q1
$7.93M Buy
38,058
+8,710
+30% +$1.92M 2.69% 9
2025
Q4
$6.77M Sell
29,348
-1,232
-4% -$282K 2.31% 10
2025
Q3
$6.71M Sell
30,580
-88
-0.3% -$19.9K 2.22% 10
2025
Q2
$6.73M Buy
30,668
+1,477
+5% +$292K 2.72% 7
2025
Q1
$5.55M Sell
29,191
-275
-0.9% -$59.7K 2.53% 7
2024
Q4
$6.46M Buy
29,466
+828
+3% +$169K 2.85% 6
2024
Q3
$5.34M Buy
28,638
+794
+3% +$145K 2.39% 8
2024
Q2
$5.38M Buy
27,844
+273
+1% +$50.2K 2.67% 6
2024
Q1
$4.97M Buy
27,571
+1,815
+7% +$303K 2.64% 8
2023
Q4
$3.91M Sell
25,756
-579
-2% -$81.2K 2.27% 9
2023
Q3
$3.35M Buy
26,335
+608
+2% +$81.5K 2.05% 10
2023
Q2
$3.35M Sell
25,727
-763
-3% -$87.1K 1.95% 10
2023
Q1
$2.74M Buy
26,490
+980
+4% +$94.7K 1.71% 13
2022
Q4
$2.14M Buy
25,510
+8,285
+48% +$818K 1.45% 17
2022
Q3
$1.95M Buy
17,225
+1,547
+10% +$196K 1.76% 15
2022
Q2
$1.67M Buy
15,678
+3,278
+26% +$410K 1.62% 14
2022
Q1
$2.02M Buy
12,400
+500
+4% +$77.3K 1.6% 17
2021
Q4
$1.98M Buy
+11,900
New +$2.04M 1.64% 16

Other funds holding AMZN

Key Client Fiduciary Advisors's AMZN Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Amazon (AMZN) stake by 1.1% in Q2 2026, selling an estimated $105K and leaving 37,638 shares worth $8.97M. The position accounts for 2.59% of the portfolio, ranked #8.

Key Client Fiduciary Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Key Client Fiduciary Advisors held 37,638 shares of Amazon worth $8.97M as of Q2 2026.
  • Key Client Fiduciary Advisors sold 420 Amazon shares in Q2 2026, an estimated $105K.
  • Amazon made up 2.59% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #8 holding.
  • Key Client Fiduciary Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.