KFI
AMZN icon

Key Financial Inc’s Amazon AMZN Stock Holding History

Key Financial Inc’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 		$5.75M Buy
27,620
+2,384
+9% +$525K 1.02% 25
2025
Q4 		$5.82M Buy
25,236
+689
+3% +$158K 1.06% 23
2025
Q3 		$5.42M Sell
24,547
-1,359
-5% -$308K 1% 25
2025
Q2 		$5.68M Sell
25,906
-57
-0.2% -$11.3K 1.14% 21
2025
Q1 		$4.94M Sell
25,963
-623
-2% -$135K 1.07% 23
2024
Q4 		$5.83M Sell
26,586
-5
-0% -$1.02K 1.33% 19
2024
Q3 		$4.95M Sell
26,591
-145
-0.5% -$26.5K 1.1% 21
2024
Q2 		$5.17M Buy
26,736
+211
+0.8% +$38.8K 1.24% 19
2024
Q1 		$4.78M Sell
26,525
-2,706
-9% -$452K 1.22% 20
2023
Q4 		$4.44M Sell
29,231
-604
-2% -$84.7K 1.21% 20
2023
Q3 		$3.79M Sell
29,835
-345
-1% -$46.2K 1.28% 16
2023
Q2 		$3.93M Sell
30,180
-605
-2% -$69.1K 1.3% 16
2023
Q1 		$3.18M Buy
30,785
+246
+0.8% +$23.8K 1.16% 19
2022
Q4 		$3.45M Hold
30,539
– – 1.63% 13
2022
Q3 		$3.45M Buy
30,539
+220
+0.7% +$27.8K 1.62% 13
2022
Q2 		$3.32M Buy
30,319
+619
+2% +$77.5K 1.8% 12
2022
Q1 		$4.84M Buy
29,700
+1,960
+7% +$303K 2.41% 6
2021
Q4 		$4.63M Buy
27,740
+8,560
+45% +$1.47M 2.32% 7
2021
Q3 		$3.15M Buy
19,180
+380
+2% +$65.5K 1.78% 12
2021
Q2 		$3.13M Buy
18,800
+80
+0.4% +$13.3K 1.75% 11
2021
Q1 		$2.9M Sell
18,720
-240
-1% -$38K 1.91% 10
2020
Q4 		$3.09M Sell
18,960
-180
-0.9% -$28.7K 2.3% 8
2020
Q3 		$3.01M Hold
19,140
– – 3.09% 8
2020
Q2 		$2.56M Sell
19,140
-280
-1% -$33.8K 2.94% 8
2020
Q1 		$1.91M Buy
19,420
+360
+2% +$34.8K 1.96% 7
2019
Q4 		$1.76M Buy
+19,060
New +$1.69M 1.65% 12

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

Key Financial Inc's AMZN Position: Q1 2026 in Review

Key Financial Inc increased its Amazon (AMZN) stake by 9.4% in Q1 2026, buying an estimated $525K and bringing the position to 27,620 shares worth $5.75M. The position accounts for 1.02% of the portfolio, ranked #25.

Key Financial Inc first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.83M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Key Financial Inc held 27,620 shares of Amazon worth $5.75M as of Q1 2026.
  • Key Financial Inc bought 2,384 Amazon shares in Q1 2026, an estimated $525K.
  • Amazon made up 1.02% of Key Financial Inc's portfolio in Q1 2026, its #25 holding.
  • Key Financial Inc first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Amazon position peaked at $5.83M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.