Halbert Hargrove Global Advisors’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
$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

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. 2,788 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.
  • 2,788 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.