LKWM
AMZN icon

Lee-Kelleher Wealth Management’s Amazon AMZN Stock Holding History

Lee-Kelleher 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
Q2 		$207K Buy
+868
New +$218K 0.11% 46
2026
Q1 		– Sell
-884
Closed -$204K – 42
2025
Q4 		$204K Buy
+884
New +$202K 0.12% 42

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lee-Kelleher Wealth Management's AMZN Position: Q2 2026 in Review

Lee-Kelleher Wealth Management opened a new position in Amazon (AMZN) in Q2 2026: 868 shares worth $207K. The stake represents 0.11% of the portfolio and ranks #46 among its holdings. This is a return to the name: Lee-Kelleher Wealth Management previously reported a position in AMZN as recently as Q4 2025.

Lee-Kelleher Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. 1,539 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Lee-Kelleher Wealth Management held 868 shares of Amazon worth $207K as of Q2 2026.
  • Amazon was a new Lee-Kelleher Wealth Management position in Q2 2026.
  • Amazon made up 0.11% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Lee-Kelleher Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
  • 1,539 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.