Kingswood Wealth Advisors’s Amazon AMZN Stock Holding History

Kingswood Wealth Advisors’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	$32.6M	Buy	156,696 +2,224	+1%	+$490K	1.55%	7
2025 Q4	$35.7M	Buy	154,472 +28,311	+22%	+$6.48M	1.72%	7
2025 Q3	$27.7M	Buy	126,161 +22,724	+22%	+$5.14M	1.68%	7
2025 Q2	$22.7M	Buy	103,437 +7,363	+8%	+$1.46M	1.79%	8
2025 Q1	$18.3M	Sell	96,074 -7,155	-7%	-$1.55M	1.67%	9
2024 Q4	$22.6M	Sell	103,229 -65,976	-39%	-$13.5M	1.7%	6
2024 Q3	$31.5M	Buy	169,205 +29,405	+21%	+$5.37M	2.25%	4
2024 Q2	$27M	Buy	139,800 +29,189	+26%	+$5.36M	2.43%	5
2024 Q1	$20M	Sell	110,611 -23,786	-18%	-$3.97M	2.3%	4
2023 Q4	$20.4M	Buy	134,397 +96,237	+252%	+$13.5M	2.31%	4
2023 Q3	$16.2M	Sell	38,160 -21,987	-37%	-$2.95M	2.76%	3
2023 Q2	$7.84M	Buy	+60,147	New	+$6.87M	2.5%	5

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kingswood Wealth Advisors's AMZN Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Amazon (AMZN) stake by 1.4% in Q1 2026, buying an estimated $490K and bringing the position to 156,696 shares worth $32.6M. The position accounts for 1.55% of the portfolio, ranked #7.

Kingswood Wealth Advisors first reported a position in AMZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $35.7M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Kingswood Wealth Advisors held 156,696 shares of Amazon worth $32.6M as of Q1 2026.
Kingswood Wealth Advisors bought 2,224 Amazon shares in Q1 2026, an estimated $490K.
Amazon made up 1.55% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Kingswood Wealth Advisors first reported a position in Amazon in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Amazon position peaked at $35.7M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.