JCM
AMZN icon

Jacobsen Capital Management’s Amazon AMZN Stock Holding History

Jacobsen Capital 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 		$3.93M Sell
18,852
-105
-0.6% -$23.1K 1.33% 15
2025
Q4 		$4.38M Buy
18,957
+37
+0.2% +$8.46K 1.43% 14
2025
Q3 		$4.15M Buy
18,920
+504
+3% +$114K 1.41% 14
2025
Q2 		$4.04M Buy
18,416
+2,442
+15% +$483K 1.49% 13
2025
Q1 		$3.04M Buy
15,974
+312
+2% +$67.7K 1.32% 13
2024
Q4 		$3.44M Buy
15,662
+116
+0.7% +$23.7K 1.46% 14
2024
Q3 		$2.9M Sell
15,546
-115
-0.7% -$21K 1.22% 14
2024
Q2 		$3.03M Buy
15,661
+1,392
+10% +$256K 1.35% 14
2024
Q1 		$2.57M Buy
14,269
+480
+3% +$80.1K 1.19% 15
2023
Q4 		$2.1M Buy
13,789
+461
+3% +$64.6K 1.06% 12
2023
Q3 		$1.69M Buy
13,328
+245
+2% +$32.8K 0.92% 17
2023
Q2 		$1.71M Buy
13,083
+3,203
+32% +$366K 0.88% 16
2023
Q1 		$1.02M Buy
+9,880
New +$955K 0.55% 21

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jacobsen Capital Management's AMZN Position: Q1 2026 in Review

Jacobsen Capital Management reduced its Amazon (AMZN) stake by 0.55% in Q1 2026, selling an estimated $23.1K and leaving 18,852 shares worth $3.93M. The position accounts for 1.33% of the portfolio, ranked #15.

Jacobsen Capital Management first reported a position in AMZN in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.38M in Q4 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Jacobsen Capital Management held 18,852 shares of Amazon worth $3.93M as of Q1 2026.
  • Jacobsen Capital Management sold 105 Amazon shares in Q1 2026, an estimated $23.1K.
  • Amazon made up 1.33% of Jacobsen Capital Management's portfolio in Q1 2026, its #15 holding.
  • Jacobsen Capital Management first reported a position in Amazon in Q1 2023 and has held it in 13 quarters since.
  • Jacobsen Capital Management's Amazon position peaked at $4.38M in Q4 2025.
  • 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.