Jackson Thornton Wealth Management’s Amazon AMZN Stock Holding History

Jackson Thornton Wealth Management’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 Q1	$2.96M	Sell	12,435 -313	-2%	-$68.9K	0.27%	33
2025 Q4	$3.07M	Buy	12,748 +2,732	+27%	+$625K	0.29%	30
2025 Q3	$2.26M	Buy	10,016 +2,104	+27%	+$476K	0.23%	30
2025 Q2	$1.74M	Buy	7,912 +35	+0.4%	+$6.93K	0.2%	32
2025 Q1	$1.36M	Buy	7,877 +354	+5%	+$76.8K	0.18%	32
2024 Q4	$1.65M	Buy	7,523 +4,498	+149%	+$920K	0.21%	30
2024 Q3	$564K	Buy	3,025 +55	+2%	+$10K	0.07%	40
2024 Q2	$574K	Hold	2,970	–	–	0.09%	36
2024 Q1	$536K	Buy	2,970 +5	+0.2%	+$835	0.09%	31
2023 Q4	$451K	Sell	2,965 -49	-2%	-$6.87K	0.08%	32
2023 Q3	$383K	Buy	3,014 +547	+22%	+$73.3K	0.08%	27
2023 Q2	$322K	Buy	+2,467	New	+$282K	0.06%	28
2022 Q4	–	Sell	-2,564	Closed	-$290K	–	36
2022 Q3	$290K	Sell	2,564 -492	-16%	-$62.2K	0.08%	27
2022 Q2	$325K	Sell	3,056 -1,304	-30%	-$163K	0.09%	20
2022 Q1	$711K	Buy	+4,360	New	+$674K	0.18%	12

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jackson Thornton Wealth Management's AMZN Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Amazon (AMZN) stake by 2.5% in Q1 2026, selling an estimated $68.9K and leaving 12,435 shares worth $2.96M. The position accounts for 0.27% of the portfolio, ranked #33.

Jackson Thornton Wealth Management first reported a position in AMZN in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.07M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Jackson Thornton Wealth Management held 12,435 shares of Amazon worth $2.96M as of Q1 2026.
Jackson Thornton Wealth Management sold 313 Amazon shares in Q1 2026, an estimated $68.9K.
Amazon made up 0.27% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #33 holding.
Jackson Thornton Wealth Management first reported a position in Amazon in Q1 2022 and has held it in 15 quarters since.
Jackson Thornton Wealth Management's Amazon position peaked at $3.07M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.