L.M. Kohn & Company’s Amazon AMZN Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$2.91M	Sell	13,244 -64,592	-83%	-$14.6M	3.5%	4
2025 Q2	$17.1M	Sell	77,836 -8,309	-10%	-$1.64M	4.6%	4
2025 Q1	$16.4M	Sell	86,145 -2,858	-3%	-$620K	4.28%	4
2024 Q4	$19.5M	Buy	89,003 +656	+0.7%	+$134K	5.05%	3
2024 Q3	$16.5M	Sell	88,347 -2,199	-2%	-$401K	4.17%	4
2024 Q2	$17.5M	Sell	90,546 -587	-0.6%	-$108K	4.74%	3
2024 Q1	$16.4M	Buy	91,133 +48	+0.1%	+$8.01K	4.62%	3
2023 Q4	$13.8M	Buy	91,085 +3,415	+4%	+$479K	4.42%	3
2023 Q3	$11.1M	Sell	87,670 -141	-0.2%	-$18.9K	4.07%	4
2023 Q2	$11.4M	Buy	87,811 +5,875	+7%	+$671K	4.32%	3
2023 Q1	$8.46M	Sell	81,936 -498	-0.6%	-$48.1K	3.51%	4
2022 Q4	$6.92M	Sell	82,434 -394	-0.5%	-$38.9K	3.24%	3
2022 Q3	$9.36M	Sell	82,828 -807	-1%	-$102K	4.58%	2
2022 Q2	$8.88M	Buy	83,635 +1,215	+1%	+$152K	4.15%	2
2022 Q1	$13.4M	Buy	+82,420	New	+$12.7M	5.18%	2

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return