Groesbeck Investment 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
Q2
$513K Hold
2,151
0.82% 31
2026
Q1
$448K Buy
2,151
+24
+1% +$5.28K 0.87% 33
2025
Q4
$491K Buy
2,127
+12
+0.6% +$2.75K 0.93% 32
2025
Q3
$464K Hold
2,115
0.91% 34
2025
Q2
$464K Hold
2,115
0.81% 37
2025
Q1
$402K Hold
2,115
0.56% 56
2024
Q4
$464K Hold
2,115
0.6% 53
2024
Q3
$394K Hold
2,115
0.58% 55
2024
Q2
$409K Hold
2,115
0.57% 57
2024
Q1
$382K Hold
2,115
0.41% 73
2023
Q4
$321K Hold
2,115
0.44% 63
2023
Q3
$269K Sell
2,115
-225
-10% -$30.1K 0.41% 70
2023
Q2
$305K Hold
2,340
0.46% 63
2023
Q1
$242K Buy
+2,340
New +$226K 0.36% 76
2022
Q4
Sell
-2,340
Closed -$249K 81
2022
Q3
$249K Hold
2,340
0.41% 76
2022
Q2
$249K Hold
2,340
0.41% 76
2022
Q1
$381K Hold
2,340
0.43% 79
2021
Q4
$390K Hold
2,340
0.5% 63
2021
Q3
$384K Hold
2,340
0.44% 82
2021
Q2
$402K Hold
2,340
0.51% 70
2021
Q1
$362K Hold
2,340
0.52% 67
2020
Q4
$381K Hold
2,340
0.62% 59
2020
Q3
$368K Hold
2,340
0.69% 55
2020
Q2
$323K Hold
2,340
0.64% 62
2020
Q1
$228K Hold
2,340
0.61% 67
2019
Q4
$216K Hold
2,340
0.16% 98
2019
Q3
$203K Buy
2,340
+40
+2% +$3.71K 0.15% 99
2019
Q2
$218K Sell
2,300
-60
-3% -$5.59K 0.18% 94
2019
Q1
$210K Buy
+2,360
New +$196K 0.16% 96
2018
Q4
Sell
-2,420
Closed -$242K 91
2018
Q3
$242K Sell
2,420
-100
-4% -$9.4K 0.16% 93
2018
Q2
$214K Buy
+2,520
New +$200K 0.15% 90

Other funds holding AMZN

Groesbeck Investment Management's AMZN Position: Q2 2026 in Review

Groesbeck Investment Management held its Amazon (AMZN) position steady in Q2 2026 at 2,151 shares worth $513K. The position accounts for 0.82% of the portfolio, ranked #31.

Groesbeck Investment Management first reported a position in AMZN in Q2 2018 and has held it in 31 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Groesbeck Investment Management held 2,151 shares of Amazon worth $513K as of Q2 2026.
  • Groesbeck Investment Management left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.82% of Groesbeck Investment Management's portfolio in Q2 2026, its #31 holding.
  • Groesbeck Investment Management first reported a position in Amazon in Q2 2018 and has held it in 31 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.