Walter & Keenan Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.74M | Buy |
17,960
+802
| +5% | +$177K | 1.05% | 26 |
|
|
2025
Q4 | $3.96M | Buy |
17,158
+293
| +2% | +$67K | 1.06% | 25 |
|
|
2025
Q3 | $3.7M | Buy |
16,865
+130
| +0.8% | +$29.4K | 1.03% | 29 |
|
|
2025
Q2 | $3.67M | Buy |
16,735
+3,099
| +23% | +$613K | 1.07% | 27 |
|
|
2025
Q1 | $2.59M | Buy |
13,636
+1,746
| +15% | +$379K | 0.78% | 35 |
|
|
2024
Q4 | $2.61M | Buy |
11,890
+260
| +2% | +$53.2K | 0.79% | 35 |
|
|
2024
Q3 | $2.17M | Buy |
11,630
+192
| +2% | +$35K | 0.66% | 43 |
|
|
2024
Q2 | $2.21M | Buy |
11,438
+22
| +0.2% | +$4.04K | 0.7% | 42 |
|
|
2024
Q1 | $2.06M | Buy |
11,416
+388
| +4% | +$64.8K | 0.67% | 44 |
|
|
2023
Q4 | $1.68M | Sell |
11,028
-176
| -2% | -$24.7K | 0.6% | 45 |
|
|
2023
Q3 | $1.42M | Sell |
11,204
-71
| -0.6% | -$9.51K | 0.56% | 46 |
|
|
2023
Q2 | $1.47M | Buy |
11,275
+447
| +4% | +$51K | 0.54% | 51 |
|
|
2023
Q1 | $1.12M | Sell |
10,828
-4,500
| -29% | -$435K | 0.42% | 65 |
|
|
2022
Q4 | $1.29M | Sell |
15,328
-1,878
| -11% | -$186K | 0.51% | 50 |
|
|
2022
Q3 | $1.94M | Buy |
17,206
+576
| +3% | +$72.8K | 0.82% | 42 |
|
|
2022
Q2 | $1.77M | Buy |
16,630
+290
| +2% | +$36.3K | 0.7% | 44 |
|
|
2022
Q1 | $2.66M | Buy |
16,340
+600
| +4% | +$92.7K | 0.9% | 38 |
|
|
2021
Q4 | $2.62M | Hold |
15,740
| – | – | 0.85% | 39 |
|
|
2021
Q3 | $2.58M | Buy |
15,740
+620
| +4% | +$107K | 0.88% | 38 |
|
|
2021
Q2 | $2.6M | Hold |
15,120
| – | – | 0.9% | 36 |
|
|
2021
Q1 | $2.34M | Sell |
15,120
-1,440
| -9% | -$228K | 0.83% | 40 |
|
|
2020
Q4 | $2.7M | Buy |
16,560
+360
| +2% | +$57.4K | 0.98% | 32 |
|
|
2020
Q3 | $2.55M | Sell |
16,200
-560
| -3% | -$88.3K | 1.01% | 31 |
|
|
2020
Q2 | $2.31M | Sell |
16,760
-141,180
| -89% | -$17.1M | 0.94% | 35 |
|
|
2020
Q1 | $15.1M | Buy |
157,940
+141,680
| +871% | +$13.7M | 5.98% | 4 |
|
|
2019
Q4 | $1.5M | Sell |
16,260
-3,540
| -18% | -$313K | 0.58% | 52 |
|
|
2019
Q3 | $1.72M | Buy |
19,800
+10,100
| +104% | +$937K | 0.65% | 46 |
|
|
2019
Q2 | $918K | Hold |
9,700
| – | – | 0.4% | 62 |
|
|
2019
Q1 | $864K | Buy |
9,700
+1,920
| +25% | +$160K | 0.38% | 63 |
|
|
2018
Q4 | $584K | Buy |
7,780
+2,100
| +37% | +$175K | 0.26% | 74 |
|
|
2018
Q3 | $569 | Sell |
5,680
-1,800
| -24% | -$169K | 0.17% | 88 |
|
|
2018
Q2 | $636K | Sell |
7,480
-2,080
| -22% | -$165K | 0.27% | 80 |
|
|
2018
Q1 | $692K | Buy |
9,560
+80
| +0.8% | +$5.72K | 0.3% | 77 |
|
|
2017
Q4 | $554K | Buy |
9,480
+300
| +3% | +$16.5K | 0.23% | 84 |
|
|
2017
Q3 | $441K | Buy |
9,180
+4,180
| +84% | +$205K | 0.2% | 94 |
|
|
2017
Q2 | $242K | Buy |
+5,000
| New | +$239K | 0.12% | 136 |
|
Other funds holding AMZN
VCM
VPM
Walter & Keenan Wealth Management's AMZN Position: Q1 2026 in Review
Walter & Keenan Wealth Management increased its Amazon (AMZN) stake by 4.7% in Q1 2026, buying an estimated $177K and bringing the position to 17,960 shares worth $3.74M. The position accounts for 1.05% of the portfolio, ranked #26.
Walter & Keenan Wealth Management first reported a position in AMZN in Q2 2017 and has held it in 36 quarters since. The position peaked at $15.1M in Q1 2020. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Walter & Keenan Wealth Management held 17,960 shares of Amazon worth $3.74M as of Q1 2026.
- Walter & Keenan Wealth Management bought 802 Amazon shares in Q1 2026, an estimated $177K.
- Amazon made up 1.05% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #26 holding.
- Walter & Keenan Wealth Management first reported a position in Amazon in Q2 2017 and has held it in 36 quarters since.
- Walter & Keenan Wealth Management's Amazon position peaked at $15.1M in Q1 2020.
- 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.