KJWM
AMZN icon

Kiley Juergens Wealth Management’s Amazon AMZN Stock Holding History

Kiley Juergens 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 		$22.6M Sell
94,827
-1,654
-2% -$415K 3.54% 7
2026
Q1 		$20.1M Buy
96,481
+990
+1% +$218K 3.55% 6
2025
Q4 		$22M Buy
95,491
+1,533
+2% +$351K 4.76% 6
2025
Q3 		$20.6M Sell
93,958
-23
-0% -$5.21K 4.54% 6
2025
Q2 		$20.6M Buy
93,981
+1,242
+1% +$246K 4.76% 6
2025
Q1 		$17.6M Sell
92,739
-3,767
-4% -$817K 4.69% 7
2024
Q4 		$21.2M Sell
96,506
-2,042
-2% -$418K 5.3% 6
2024
Q3 		$18.4M Buy
98,548
+3,533
+4% +$645K 4.77% 7
2024
Q2 		$18.4M Buy
95,015
+2,763
+3% +$508K 5.1% 6
2024
Q1 		$16.6M Sell
92,252
-742
-0.8% -$124K 5.15% 6
2023
Q4 		$14.1M Buy
92,994
+1,825
+2% +$256K 4.73% 6
2023
Q3 		$11.6M Buy
91,169
+3,397
+4% +$455K 4.18% 6
2023
Q2 		$11.4M Sell
87,772
-827
-0.9% -$94.4K 3.95% 7
2023
Q1 		$9.15M Buy
88,599
+857
+1% +$82.8K 3.42% 7
2022
Q4 		$7.37M Sell
87,742
-1,379
-2% -$136K 3.09% 9
2022
Q3 		$10.1M Buy
89,121
+2,467
+3% +$312K 4.74% 5
2022
Q2 		$9.2M Buy
+86,654
New +$10.8M 4.36% 5
2018
Q4 		– Sell
-48,380
Closed -$4.84M – 70
2018
Q3 		$4.84M Buy
48,380
+2,680
+6% +$252K 3.62% 6
2018
Q2 		$3.88M Buy
45,700
+2,040
+5% +$162K 3.47% 6
2018
Q1 		$3.16M Buy
43,660
+1,360
+3% +$97.3K 3.43% 7
2017
Q4 		$2.47M Buy
+42,300
New +$2.33M 2.23% 9

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

Kiley Juergens Wealth Management's AMZN Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Amazon (AMZN) stake by 1.7% in Q2 2026, selling an estimated $415K and leaving 94,827 shares worth $22.6M. The position accounts for 3.54% of the portfolio, ranked #7.

Kiley Juergens Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 21 quarters since. 6,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kiley Juergens Wealth Management held 94,827 shares of Amazon worth $22.6M as of Q2 2026.
  • Kiley Juergens Wealth Management sold 1,654 Amazon shares in Q2 2026, an estimated $415K.
  • Amazon made up 3.54% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Kiley Juergens Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 21 quarters since.
  • 6,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.