Jacobsen Capital Management
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
Q3 		$4.82M Buy
19,336
+32
+0.2% +$8.13K 1.38% 15
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Jacobsen Capital Management's AMZN Position: Q3 2026 in Review

Jacobsen Capital Management increased its Amazon (AMZN) stake by 0.17% in Q3 2026, buying an estimated $8.13K and bringing the position to 19,336 shares worth $4.82M. The position accounts for 1.38% of the portfolio, ranked #15.

Jacobsen Capital Management first reported a position in AMZN in Q1 2023 and has held it in 15 quarters since. 4,774 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Jacobsen Capital Management held 19,336 shares of Amazon worth $4.82M as of Q3 2026.
  • Jacobsen Capital Management bought 32 Amazon shares in Q3 2026, an estimated $8.13K.
  • Amazon made up 1.38% of Jacobsen Capital Management's portfolio in Q3 2026, its #15 holding.
  • Jacobsen Capital Management first reported a position in Amazon in Q1 2023 and has held it in 15 quarters since.
  • 4,774 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Jacobsen Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.