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KFG Wealth Management’s Amazon AMZN Stock Holding History

KFG 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 		$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% -$99.6K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

KFG Wealth Management's AMZN Position: Q2 2026 in Review

KFG Wealth Management increased its Amazon (AMZN) stake by 12% in Q2 2026, buying an estimated $271K and bringing the position to 9,753 shares worth $2.32M. The position accounts for 0.26% of the portfolio, ranked #53.

KFG Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • KFG Wealth Management held 9,753 shares of Amazon worth $2.32M as of Q2 2026.
  • KFG Wealth Management bought 1,081 Amazon shares in Q2 2026, an estimated $271K.
  • Amazon made up 0.26% of KFG Wealth Management's portfolio in Q2 2026, its #53 holding.
  • KFG Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.