Jackson Wealth 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
Q1 | $6.12M | Sell |
29,391
-205
| -0.7% | -$45.1K | 0.63% | 39 |
|
|
2025
Q4 | $6.83M | Buy |
29,596
+674
| +2% | +$154K | 0.67% | 41 |
|
|
2025
Q3 | $6.35M | Buy |
28,922
+657
| +2% | +$149K | 0.64% | 40 |
|
|
2025
Q2 | $6.2M | Buy |
28,265
+173
| +0.6% | +$34.2K | 0.67% | 40 |
|
|
2025
Q1 | $5.34M | Buy |
28,092
+620
| +2% | +$135K | 0.65% | 41 |
|
|
2024
Q4 | $6.03M | Buy |
27,472
+556
| +2% | +$114K | 0.68% | 40 |
|
|
2024
Q3 | $5.01M | Buy |
26,916
+9,257
| +52% | +$1.69M | 0.6% | 45 |
|
|
2024
Q2 | $3.41M | Sell |
17,659
-8,187
| -32% | -$1.5M | 0.73% | 37 |
|
|
2024
Q1 | $4.66M | Buy |
25,846
+20,225
| +360% | +$3.38M | 0.58% | 43 |
|
|
2023
Q4 | $854K | Sell |
5,621
-640
| -10% | -$89.7K | 0.11% | 92 |
|
|
2023
Q3 | $796K | Buy |
6,261
+200
| +3% | +$26.8K | 0.11% | 91 |
|
|
2023
Q2 | $790K | Sell |
6,061
-99
| -2% | -$11.3K | 0.12% | 83 |
|
|
2023
Q1 | $636K | Sell |
6,160
-660
| -10% | -$63.8K | 0.48% | 69 |
|
|
2022
Q4 | $573K | Sell |
6,820
-182
| -3% | -$18K | 0.21% | 67 |
|
|
2022
Q3 | $791K | Buy |
7,002
+5,042
| +257% | +$637K | 0.16% | 77 |
|
|
2022
Q2 | $208K | Sell |
1,960
-143,920
| -99% | -$18M | 0.1% | 86 |
|
|
2022
Q1 | $23.8M | Sell |
145,880
-19,640
| -12% | -$3.03M | 3.3% | 8 |
|
|
2021
Q4 | $27.6M | Buy |
165,520
+42,260
| +34% | +$7.23M | 3.49% | 5 |
|
|
2021
Q3 | $1.42M | Sell |
123,260
-77,000
| -38% | -$13.3M | 17.16% | 1 |
|
|
2021
Q2 | $34.4M | Buy |
200,260
+10,500
| +6% | +$1.75M | 4.36% | 2 |
|
|
2021
Q1 | $29.4M | Sell |
189,760
-13,820
| -7% | -$2.19M | 4.4% | 4 |
|
|
2020
Q4 | $33.2M | Sell |
203,580
-13,180
| -6% | -$2.1M | 4.52% | 4 |
|
|
2020
Q3 | $34.1M | Buy |
216,760
+67,120
| +45% | +$10.6M | 5.11% | 3 |
|
|
2020
Q2 | $20.6M | Buy |
149,640
+56,300
| +60% | +$6.8M | 3.67% | 7 |
|
|
2020
Q1 | $11.2M | Sell |
93,340
-19,620
| -17% | -$1.9M | 2.35% | 10 |
|
|
2019
Q4 | $10.5M | Buy |
112,960
+28,900
| +34% | +$2.56M | 1.74% | 10 |
|
|
2019
Q3 | $7.23M | Buy |
+84,060
| New | +$7.79M | 1.51% | 15 |
|
|
2018
Q4 | – | Sell |
-555,700
| Closed | -$55.7M | – | 82 |
|
|
2018
Q3 | $55.7M | Buy |
555,700
+281,200
| +102% | +$26.4M | 11.71% | 1 |
|
|
2018
Q2 | $25.6M | Buy |
+274,500
| New | +$21.8M | 5.96% | 3 |
|
|
2015
Q4 | – | Sell |
-10,500
| Closed | -$269K | – | 67 |
|
|
2015
Q3 | $269K | Hold |
10,500
| – | – | 0.1% | 92 |
|
|
2015
Q2 | $226K | Sell |
10,500
-2,000
| -16% | -$41.8K | 0.08% | 102 |
|
|
2015
Q1 | $233K | Sell |
12,500
-10,160
| -45% | -$179K | 0.08% | 104 |
|
|
2014
Q4 | $352K | Buy |
+22,660
| New | +$353K | 0.11% | 93 |
|
Other funds holding AMZN
VCM
VPM
Jackson Wealth Management's AMZN Position: Q1 2026 in Review
Jackson Wealth Management reduced its Amazon (AMZN) stake by 0.69% in Q1 2026, selling an estimated $45.1K and leaving 29,391 shares worth $6.12M. The position accounts for 0.63% of the portfolio, ranked #39.
Jackson Wealth Management first reported a position in AMZN in Q4 2014 and has held it in 33 quarters since. The position peaked at $55.7M in Q3 2018. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Jackson Wealth Management held 29,391 shares of Amazon worth $6.12M as of Q1 2026.
- Jackson Wealth Management sold 205 Amazon shares in Q1 2026, an estimated $45.1K.
- Amazon made up 0.63% of Jackson Wealth Management's portfolio in Q1 2026, its #39 holding.
- Jackson Wealth Management first reported a position in Amazon in Q4 2014 and has held it in 33 quarters since.
- Jackson Wealth Management's Amazon position peaked at $55.7M in Q3 2018.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.