Kellett Wealth Advisors, LLC / AMZN
Kellett Wealth Advisors, LLC’s Amazon Com Inc Position
Does Kellett Wealth Advisors, LLC own Amazon Com Inc (AMZN)? Yes — 9.3K shares worth $2M (+1.05% of its 13F portfolio) as of Q1 2026, up from 9.0K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
9.3K
% of Portfolio
+1.05%
Quarters Held
18
currently held
Position History AMZN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 9.3K | $2M | +1.05% |
| Q4 2025 | 9.0K | $2M | +1.19% |
| Q3 2025 | 8.5K | $2M | +1.12% |
| Q2 2025 | 8.3K | $2M | +1.19% |
| Q1 2025 | 9.2K | $2M | +1.21% |
| Q4 2024 | 7.5K | $2M | +1.13% |
| Q3 2024 | 5.7K | $1M | +0.76% |
| Q2 2024 | 5.9K | $1M | +0.93% |
| Q1 2024 | 5.8K | $1M | +0.72% |
| Q4 2023 | 5.8K | $883,379 | +0.66% |
| Q3 2023 | 6.0K | $756,872 | +0.65% |
| Q2 2023 | 4.9K | $636,678 | +0.58% |
| Q1 2023 | 5.6K | $579,870 | +0.56% |
| Q4 2022 | 5.3K | $443,856 | +0.43% |
| Q3 2022 | 5.0K | $516,000 | +0.63% |
| Q2 2022 | 6.4K | $680,000 | +0.88% |
| Q1 2022 | 320 | $1M | +0.82% |
| Q4 2021 | 371 | $1M | +0.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kellett Wealth Advisors, LLC’s full portfolio or all institutional holders of AMZN.