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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
Q2 		$4.6M Buy
19,304
+452
+2% +$113K 1.35% 16
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobsen Capital Management's AMZN Position: Q2 2026 in Review

Jacobsen Capital Management increased its Amazon (AMZN) stake by 2.4% in Q2 2026, buying an estimated $113K and bringing the position to 19,304 shares worth $4.6M. The position accounts for 1.35% of the portfolio, ranked #16.

Jacobsen Capital Management first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Jacobsen Capital Management held 19,304 shares of Amazon worth $4.6M as of Q2 2026.
  • Jacobsen Capital Management bought 452 Amazon shares in Q2 2026, an estimated $113K.
  • Amazon made up 1.35% of Jacobsen Capital Management's portfolio in Q2 2026, its #16 holding.
  • Jacobsen Capital Management first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.