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Keyvantage Wealth’s Amazon AMZN Stock Holding History

Keyvantage Wealth’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 		$2.12M Sell
10,202
-699
-6% -$154K 0.94% 21
2025
Q4 		$2.52M Sell
10,901
-203
-2% -$46.4K 1.08% 20
2025
Q3 		$2.44M Sell
11,104
-546
-5% -$124K 1.02% 22
2025
Q2 		$2.56M Sell
11,650
-951
-8% -$188K 1.15% 22
2025
Q1 		$2.4M Buy
12,601
+135
+1% +$29.3K 1.17% 22
2024
Q4 		$2.73M Buy
+12,466
New +$2.55M 1.96% 14

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

Keyvantage Wealth's AMZN Position: Q1 2026 in Review

Keyvantage Wealth reduced its Amazon (AMZN) stake by 6.4% in Q1 2026, selling an estimated $154K and leaving 10,202 shares worth $2.12M. The position accounts for 0.94% of the portfolio, ranked #21.

Keyvantage Wealth first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.73M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Keyvantage Wealth held 10,202 shares of Amazon worth $2.12M as of Q1 2026.
  • Keyvantage Wealth sold 699 Amazon shares in Q1 2026, an estimated $154K.
  • Amazon made up 0.94% of Keyvantage Wealth's portfolio in Q1 2026, its #21 holding.
  • Keyvantage Wealth first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Amazon position peaked at $2.73M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.