Jackson Grant Investment Advisers’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
$1.49M Buy
6,253
+1,540
+33% +$387K 0.46% 41
2026
Q1
$982K Buy
4,713
+200
+4% +$44K 0.33% 49
2025
Q4
$1.04M Hold
4,513
0.34% 45
2025
Q3
$991K Buy
4,513
+2,000
+80% +$453K 0.33% 45
2025
Q2
$551K Hold
2,513
0.2% 63
2025
Q1
$478K Hold
2,513
0.19% 64
2024
Q4
$551K Hold
2,513
0.21% 61
2024
Q3
$468K Hold
2,513
0.18% 66
2024
Q2
$486K Hold
2,513
0.2% 68
2024
Q1
$453K Hold
2,513
0.19% 66
2023
Q4
$382K Hold
2,513
0.17% 69
2023
Q3
$319K Hold
2,513
0.15% 77
2023
Q2
$328K Buy
2,513
+153
+6% +$17.5K 0.15% 76
2023
Q1
$244K Buy
2,360
+280
+13% +$27.1K 0.11% 88
2022
Q4
$175K Sell
2,080
-15,400
-88% -$1.52M 0.08% 103
2022
Q3
$1.98M Hold
17,480
1.03% 20
2022
Q2
$1.86M Buy
17,480
+40
+0.2% +$5K 0.92% 21
2022
Q1
$2.84M Sell
17,440
-380
-2% -$58.7K 1.2% 17
2021
Q4
$2.97M Sell
17,820
-920
-5% -$157K 1.51% 15
2021
Q3
$3.08M Buy
18,740
+1,400
+8% +$241K 1.37% 17
2021
Q2
$2.98M Sell
17,340
-60
-0.3% -$9.97K 1.31% 17
2021
Q1
$2.69M Buy
17,400
+5,760
+49% +$913K 1.24% 17
2020
Q4
$1.9M Buy
11,640
+11,240
+2,810% +$1.79M 0.97% 20
2020
Q3
$63K Hold
400
0.04% 137
2020
Q2
$55K Buy
400
+80
+25% +$9.66K 0.04% 139
2020
Q1
$31K Buy
320
+40
+14% +$3.87K 0.02% 157
2019
Q4
$26K Hold
280
0.01% 177
2019
Q3
$24K Hold
280
0.01% 182
2019
Q2
$27K Buy
280
+20
+8% +$1.86K 0.02% 176
2019
Q1
$23K Sell
260
-900
-78% -$74.9K 0.01% 179
2018
Q4
$87K Buy
1,160
+180
+18% +$15K 0.06% 117
2018
Q3
$98K Buy
980
+20
+2% +$1.88K 0.06% 120
2018
Q2
$82K Hold
960
0.06% 129
2018
Q1
$69K Buy
960
+220
+30% +$15.7K 0.05% 131
2017
Q4
$43K Hold
740
0.03% 154
2017
Q3
$36K Buy
+740
New +$36.4K 0.03% 161

Other funds holding AMZN

Jackson Grant Investment Advisers's AMZN Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Amazon (AMZN) stake by 33% in Q2 2026, buying an estimated $387K and bringing the position to 6,253 shares worth $1.49M. The position accounts for 0.46% of the portfolio, ranked #41.

Jackson Grant Investment Advisers first reported a position in AMZN in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.08M in Q3 2021. 2,912 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Jackson Grant Investment Advisers held 6,253 shares of Amazon worth $1.49M as of Q2 2026.
  • Jackson Grant Investment Advisers bought 1,540 Amazon shares in Q2 2026, an estimated $387K.
  • Amazon made up 0.46% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #41 holding.
  • Jackson Grant Investment Advisers first reported a position in Amazon in Q3 2017 and has held it in 36 quarters since.
  • Jackson Grant Investment Advisers's Amazon position peaked at $3.08M in Q3 2021.
  • 2,912 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.