KMG Fiduciary Partners’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37M Sell
155,096
-32,361
-17% -$8.12M 3.43% 6
2026
Q1
$39M Buy
187,457
+7,397
+4% +$1.63M 2.89% 6
2025
Q4
$41.6M Sell
180,060
-1,686
-0.9% -$386K 2.95% 6
2025
Q3
$39.9M Buy
181,746
+4,536
+3% +$1.03M 2.68% 6
2025
Q2
$38.9M Buy
177,210
+7,061
+4% +$1.4M 2.88% 5
2025
Q1
$32.4M Sell
170,149
-5,521
-3% -$1.2M 2.69% 5
2024
Q4
$38.5M Buy
175,670
+1,817
+1% +$372K 3.19% 5
2024
Q3
$32.4M Buy
173,853
+2,801
+2% +$511K 2.8% 5
2024
Q2
$33.1M Buy
171,052
+436
+0.3% +$80.1K 3.25% 6
2024
Q1
$30.8M Buy
170,616
+1,383
+0.8% +$231K 3.19% 5
2023
Q4
$25.7M Buy
169,233
+1,482
+0.9% +$208K 2.99% 4
2023
Q3
$21.3M Buy
167,751
+3,323
+2% +$445K 2.82% 5
2023
Q2
$21.4M Buy
164,428
+2,174
+1% +$248K 2.77% 4
2023
Q1
$16.8M Buy
162,254
+14,670
+10% +$1.42M 2.4% 5
2022
Q4
$12.4M Buy
147,584
+1,803
+1% +$178K 2.04% 6
2022
Q3
$16.5M Sell
145,781
-2,738
-2% -$346K 3.17% 4
2022
Q2
$15.8M Buy
148,519
+9,179
+7% +$1.15M 2.94% 5
2022
Q1
$22.7M Buy
139,340
+7,180
+5% +$1.11M 3.63% 4
2021
Q4
$22M Buy
132,160
+5,820
+5% +$996K 3.41% 4
2021
Q3
$20.8M Buy
126,340
+14,380
+13% +$2.48M 3.53% 4
2021
Q2
$19.3M Buy
111,960
+3,060
+3% +$509K 3.4% 4
2021
Q1
$16.8M Buy
108,900
+4,000
+4% +$634K 3.29% 4
2020
Q4
$16.9M Buy
104,900
+12,640
+14% +$2.02M 3.56% 4
2020
Q3
$14.5M Sell
92,260
-7,140
-7% -$1.13M 3.61% 4
2020
Q2
$13.7M Buy
99,400
+2,300
+2% +$278K 3.81% 4
2020
Q1
$9.47M Buy
97,100
+19,580
+25% +$1.9M 3.07% 4
2019
Q4
$7.16M Buy
77,520
+4,780
+7% +$423K 2.18% 12
2019
Q3
$6.31M Sell
72,740
-1,800
-2% -$167K 2.14% 16
2019
Q2
$7.06M Buy
74,540
+3,560
+5% +$332K 2.55% 11
2019
Q1
$6.32M Buy
70,980
+6,040
+9% +$503K 2.4% 13
2018
Q4
$4.88M Buy
+64,940
New +$5.4M 2.22% 16

Other funds holding AMZN

KMG Fiduciary Partners's AMZN Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Amazon (AMZN) stake by 17% in Q2 2026, selling an estimated $8.12M and leaving 155,096 shares worth $37M. The position accounts for 3.43% of the portfolio, ranked #6.

KMG Fiduciary Partners first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $41.6M in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • KMG Fiduciary Partners held 155,096 shares of Amazon worth $37M as of Q2 2026.
  • KMG Fiduciary Partners sold 32,361 Amazon shares in Q2 2026, an estimated $8.12M.
  • Amazon made up 3.43% of KMG Fiduciary Partners's portfolio in Q2 2026, its #6 holding.
  • KMG Fiduciary Partners first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's Amazon position peaked at $41.6M in Q4 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.