KFG Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2M Sell
8,013
-1,740
-18% -$442K 0.22% 54
2026
Q2
$2.32M Buy
9,753
+1,081
+12% +$271K 0.26% 53
2026
Q1
$1.81M Buy
8,672
+1,379
+19% +$304K 0.23% 57
2025
Q4
$1.68M Sell
7,293
-222
-3% -$50.8K 0.23% 58
2025
Q3
$1.65M Buy
7,515
+2,691
+56% +$609K 0.24% 58
2025
Q2
$1.06M Buy
4,824
+1,468
+44% +$291K 0.17% 70
2025
Q1
$639K Sell
3,356
-459
-12% -$100K 0.12% 101
2024
Q4
$837K Sell
3,815
-914
-19% -$187K 0.16% 70
2024
Q3
$881K Sell
4,729
-672
-12% -$123K 0.19% 74
2024
Q2
$1.04M Sell
5,401
-10
-0.2% -$1.84K 0.41% 50
2024
Q1
$976K Buy
5,411
+1,177
+28% +$196K 0.4% 51
2023
Q4
$643K Sell
4,234
-554
-12% -$77.7K 0.29% 60
2023
Q3
$609K Buy
4,788
+565
+13% +$75.7K 0.33% 56
2023
Q2
$551K Buy
4,223
+1,460
+53% +$167K 0.32% 56
2023
Q1
$283K Sell
2,763
-475
-15% -$45.9K 0.2% 66
2022
Q4
$272K Buy
+3,238
New +$320K 0.28% 60

Other funds holding AMZN

KFG Wealth Management's AMZN Position: Q3 2026 in Review

KFG Wealth Management reduced its Amazon (AMZN) stake by 18% in Q3 2026, selling an estimated $442K and leaving 8,013 shares worth $2M. The position accounts for 0.22% of the portfolio, ranked #54.

KFG Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.32M in Q2 2026. 2,165 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • KFG Wealth Management held 8,013 shares of Amazon worth $2M as of Q3 2026.
  • KFG Wealth Management sold 1,740 Amazon shares in Q3 2026, an estimated $442K.
  • Amazon made up 0.22% of KFG Wealth Management's portfolio in Q3 2026, its #54 holding.
  • KFG Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • KFG Wealth Management's Amazon position peaked at $2.32M in Q2 2026.
  • 2,165 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.