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Halbert Hargrove Global Advisors’s Amazon AMZN Stock Holding History

Halbert Hargrove Global Advisors’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 		$1.16M Buy
4,875
+118
+2% +$29.6K 0.05% 45
2026
Q1 		$991K Buy
4,757
+4,486
+1,655% +$988K 0.05% 51
2025
Q4 		$62.6K Sell
271
-1,465
-84% -$335K ﹤0.01% 171
2025
Q3 		$381K Buy
1,736
+1,512
+675% +$342K 0.02% 74
2025
Q2 		$49.1K Sell
224
-193
-46% -$38.2K ﹤0.01% 148
2025
Q1 		$79.3K Buy
417
+172
+70% +$37.3K ﹤0.01% 128
2024
Q4 		$53.8K Buy
+245
New +$50.1K ﹤0.01% 147
2024
Q1 		– Sell
-1,725
Closed -$262K – 103
2023
Q4 		$262K Sell
1,725
-7,458
-81% -$1.05M 0.02% 84
2023
Q3 		$1.17M Sell
9,183
-511
-5% -$68.5K 0.09% 40
2023
Q2 		$1.26M Sell
9,694
-15,303
-61% -$1.75M 0.09% 36
2023
Q1 		$2.58M Buy
24,997
+640
+3% +$61.8K 0.17% 31
2022
Q4 		$2.05M Sell
24,357
-1,786
-7% -$176K 0.15% 35
2022
Q3 		$2.95M Buy
26,143
+658
+3% +$83.2K 0.23% 29
2022
Q2 		$2.71M Buy
25,485
+1,005
+4% +$126K 0.2% 29
2022
Q1 		$3.99M Buy
24,480
+700
+3% +$108K 0.26% 25
2021
Q4 		$3.96M Sell
23,780
-1,220
-5% -$209K 0.25% 25
2021
Q3 		$4.11M Buy
25,000
+180
+0.7% +$31K 0.29% 21
2021
Q2 		$4.27M Buy
24,820
+240
+1% +$39.9K 0.28% 23
2021
Q1 		$3.8M Sell
24,580
-20
-0.1% -$3.17K 0.27% 23
2020
Q4 		$4.01M Buy
24,600
+1,920
+8% +$306K 0.3% 22
2020
Q3 		$3.57M Buy
22,680
+8,320
+58% +$1.31M 0.34% 19
2020
Q2 		$1.98M Buy
14,360
+200
+1% +$24.2K 0.29% 20
2020
Q1 		$1.38M Buy
14,160
+1,420
+11% +$137K 0.24% 21
2019
Q4 		$1.18M Sell
12,740
-180
-1% -$15.9K 0.3% 15
2019
Q3 		$1.12M Sell
12,920
-160
-1% -$14.8K 0.3% 17
2019
Q2 		$1.24M Sell
13,080
-100
-0.8% -$9.31K 0.34% 12
2019
Q1 		$1.17M Buy
13,180
+260
+2% +$21.6K 4.14% 5
2018
Q4 		$970K Buy
12,920
+220
+2% +$18.3K 0.22% 26
2018
Q3 		$1.27M Sell
12,700
-380
-3% -$35.7K 0.33% 14
2018
Q2 		$1.11M Buy
13,080
+220
+2% +$17.5K 0.29% 16
2018
Q1 		$931K Sell
12,860
-140
-1% -$10K 0.25% 18
2017
Q4 		$760K Sell
13,000
-760
-6% -$41.8K 0.2% 21
2017
Q3 		$661K Sell
13,760
-2,200
-14% -$108K 0.18% 20
2017
Q2 		$772K Buy
15,960
+120
+0.8% +$5.72K 0.21% 20
2017
Q1 		$702K Sell
15,840
-220
-1% -$9.17K 0.18% 22
2016
Q4 		$602K Buy
16,060
+460
+3% +$18K 0.17% 25
2016
Q3 		$653K Sell
15,600
-1,520
-9% -$58.2K 0.18% 20
2016
Q2 		$613K Buy
17,120
+4,220
+33% +$143K 0.18% 21
2016
Q1 		$383K Sell
12,900
-1,320
-9% -$37.5K 0.14% 40
2015
Q4 		$481K Sell
14,220
-2,540
-15% -$80.1K 0.21% 33
2015
Q3 		$429K Sell
16,760
-13,360
-44% -$338K 0.21% 32
2015
Q2 		$654K Sell
30,120
-560
-2% -$11.7K 0.16% 51
2015
Q1 		$571K Buy
30,680
+12,760
+71% +$224K 0.18% 70
2014
Q4 		$278K Buy
17,920
+5,260
+42% +$82K 0.14% 99
2014
Q3 		$204K Buy
+12,660
New +$211K 0.06% 138
2014
Q2 		– Sell
-30,340
Closed -$510K – 123
2014
Q1 		$510K Sell
30,340
-3,600
-11% -$66.8K 0.16% 37
2013
Q4 		$677K Sell
33,940
-1,320
-4% -$23.7K 0.21% 29
2013
Q3 		$551K Sell
35,260
-300
-0.8% -$4.47K 0.18% 37
2013
Q2 		$494K Buy
+35,560
New +$474K 0.18% 46

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Halbert Hargrove Global Advisors's AMZN Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Amazon (AMZN) stake by 2.5% in Q2 2026, buying an estimated $29.6K and bringing the position to 4,875 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #45.

Halbert Hargrove Global Advisors first reported a position in AMZN in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.27M in Q2 2021. 2,816 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4,875 shares of Amazon worth $1.16M as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 118 Amazon shares in Q2 2026, an estimated $29.6K.
  • Amazon made up 0.05% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #45 holding.
  • Halbert Hargrove Global Advisors first reported a position in Amazon in Q2 2013 and has held it in 49 quarters since.
  • Halbert Hargrove Global Advisors's Amazon position peaked at $4.27M in Q2 2021.
  • 2,816 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.