Klingman & Associates’s Amazon AMZN Stock Holding History

Klingman & Associates’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	$12.2M	Buy	58,351 +1,016	+2%	+$224K	0.58%	33
2025 Q4	$13.2M	Buy	57,335 +328	+0.6%	+$75K	0.64%	32
2025 Q3	$12.5M	Buy	57,007 +5,832	+11%	+$1.32M	0.63%	33
2025 Q2	$11.2M	Buy	51,175 +5,610	+12%	+$1.11M	0.62%	35
2025 Q1	$8.67M	Buy	45,565 +471	+1%	+$102K	0.53%	35
2024 Q4	$9.89M	Buy	45,094 +926	+2%	+$189K	0.61%	34
2024 Q3	$8.23M	Buy	44,168 +4,194	+10%	+$765K	0.51%	35
2024 Q2	$7.72M	Buy	39,974 +967	+2%	+$178K	0.52%	36
2024 Q1	$7.04M	Sell	39,007 -483	-1%	-$80.6K	0.49%	35
2023 Q4	$6M	Sell	39,490 -3,089	-7%	-$433K	0.44%	37
2023 Q3	$5.41M	Buy	42,579 +4,479	+12%	+$600K	0.44%	37
2023 Q2	$4.97M	Sell	38,100 -872	-2%	-$99.6K	0.4%	39
2023 Q1	$4.03M	Sell	38,972 -1,263	-3%	-$122K	0.35%	41
2022 Q4	$3.38M	Sell	40,235 -4,906	-11%	-$485K	0.3%	43
2022 Q3	$5.1M	Buy	45,141 +14,040	+45%	+$1.77M	0.5%	34
2022 Q2	$3.3M	Sell	31,101 -1,179	-4%	-$148K	0.32%	40
2022 Q1	$5.26M	Sell	32,280 -600	-2%	-$92.7K	0.45%	32
2021 Q4	$5.48M	Buy	32,880 +660	+2%	+$113K	0.47%	32
2021 Q3	$5.29M	Buy	32,220 +1,240	+4%	+$214K	0.49%	33
2021 Q2	$5.33M	Buy	30,980 +1,480	+5%	+$246K	0.51%	31
2021 Q1	$4.56M	Buy	29,500 +1,920	+7%	+$304K	0.47%	33
2020 Q4	$4.49M	Sell	27,580 -720	-3%	-$115K	0.52%	31
2020 Q3	$4.46M	Buy	28,300 +8,560	+43%	+$1.35M	0.6%	28
2020 Q2	$2.72M	Buy	19,740 +3,980	+25%	+$481K	0.42%	36
2020 Q1	$1.54M	Buy	15,760 +3,180	+25%	+$308K	0.31%	40
2019 Q4	$1.16M	Sell	12,580 -200	-2%	-$17.7K	0.19%	48
2019 Q3	$1.11M	Buy	12,780 +2,540	+25%	+$236K	0.2%	49
2019 Q2	$970K	Hold	10,240	–	–	0.18%	50
2019 Q1	$912K	Hold	10,240	–	–	0.18%	49
2018 Q4	$769K	Sell	10,240 -360	-3%	-$29.9K	0.17%	50
2018 Q3	$1.06M	Buy	10,600 +1,700	+19%	+$160K	0.22%	41
2018 Q2	$756K	Sell	8,900 -460	-5%	-$36.5K	0.16%	55
2018 Q1	$677K	Sell	9,360 -3,020	-24%	-$216K	0.15%	53
2017 Q4	$724K	Buy	12,380 +6,400	+107%	+$352K	0.16%	56
2017 Q3	$287K	Buy	+5,980	New	+$294K	0.07%	77
2016 Q4	–	Sell	-1,500	Closed	-$63K	–	109
2016 Q3	$63K	Hold	1,500	–	–	0.02%	168
2016 Q2	$54K	Hold	1,500	–	–	0.02%	182
2016 Q1	$45K	Sell	1,500 -7,000	-82%	-$199K	0.02%	196
2015 Q4	$287K	Sell	8,500 -13,500	-61%	-$426K	0.11%	87
2015 Q3	$563K	Buy	22,000 +21,400	+3,567%	+$541K	0.22%	58
2015 Q2	$13K	Buy	+600	New	+$12.5K	0.01%	290

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

Klingman & Associates's AMZN Position: Q1 2026 in Review

Klingman & Associates increased its Amazon (AMZN) stake by 1.8% in Q1 2026, buying an estimated $224K and bringing the position to 58,351 shares worth $12.2M. The position accounts for 0.58% of the portfolio, ranked #33.

Klingman & Associates first reported a position in AMZN in Q2 2015 and has held it in 41 quarters since. The position peaked at $13.2M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Klingman & Associates held 58,351 shares of Amazon worth $12.2M as of Q1 2026.
Klingman & Associates bought 1,016 Amazon shares in Q1 2026, an estimated $224K.
Amazon made up 0.58% of Klingman & Associates's portfolio in Q1 2026, its #33 holding.
Klingman & Associates first reported a position in Amazon in Q2 2015 and has held it in 41 quarters since.
Klingman & Associates's Amazon position peaked at $13.2M in Q4 2025.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.