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
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 $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

Kiley Juergens Wealth Management's AMZN Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Amazon (AMZN) stake by 1% in Q1 2026, buying an estimated $218K and bringing the position to 96,481 shares worth $20.1M. The position accounts for 3.55% of the portfolio, ranked #6.

Kiley Juergens Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 20 quarters since. The position peaked at $22M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Kiley Juergens Wealth Management held 96,481 shares of Amazon worth $20.1M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 990 Amazon shares in Q1 2026, an estimated $218K.
  • Amazon made up 3.55% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Kiley Juergens Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 20 quarters since.
  • Kiley Juergens Wealth Management's Amazon position peaked at $22M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.