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Jacobson & Schmitt Advisors’s Amazon AMZN Stock Holding History

Jacobson & Schmitt Advisors’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 		$28.5M Sell
119,699
-12,337
-9% -$3.1M 4.66% 4
2026
Q1 		$27.5M Buy
132,036
+2,601
+2% +$573K 4.99% 3
2025
Q4 		$29.9M Buy
129,435
+2,010
+2% +$460K 5.03% 3
2025
Q3 		$28M Sell
127,425
-3,106
-2% -$703K 4.8% 3
2025
Q2 		$28.6M Sell
130,531
-269
-0.2% -$53.2K 5.08% 2
2025
Q1 		$24.9M Sell
130,800
-116
-0.1% -$25.2K 5.09% 2
2024
Q4 		$28.7M Sell
130,916
-3,084
-2% -$631K 5.55% 2
2024
Q3 		$25M Buy
134,000
+4,344
+3% +$793K 5.12% 2
2024
Q2 		$25.1M Buy
129,656
+4,232
+3% +$777K 5.69% 2
2024
Q1 		$22.6M Sell
125,424
-21,802
-15% -$3.64M 5.35% 2
2023
Q4 		$22.4M Buy
147,226
+242
+0.2% +$33.9K 5.66% 2
2023
Q3 		$18.7M Buy
146,984
+127
+0.1% +$17K 5.31% 2
2023
Q2 		$19.1M Sell
146,857
-23,635
-14% -$2.7M 5.43% 2
2023
Q1 		$17.6M Buy
170,492
+3,114
+2% +$301K 5.06% 2
2022
Q4 		$18.9M Hold
167,378
– – 6.05% 2
2022
Q3 		$18.9M Buy
167,378
+6,245
+4% +$789K 6.05% 2
2022
Q2 		$17.1M Buy
161,133
+28,393
+21% +$3.55M 5.33% 3
2022
Q1 		$21.6M Buy
132,740
+9,020
+7% +$1.39M 5.62% 3
2021
Q4 		$20.6M Buy
123,720
+20,760
+20% +$3.55M 5% 4
2021
Q3 		$16.9M Buy
102,960
+3,920
+4% +$676K 4.66% 5
2021
Q2 		$17M Buy
99,040
+1,380
+1% +$229K 4.82% 5
2021
Q1 		$15.1M Buy
97,660
+4,280
+5% +$678K 4.89% 5
2020
Q4 		$15.2M Buy
93,380
+600
+0.6% +$95.7K 5.17% 4
2020
Q3 		$14.6M Sell
92,780
-4,400
-5% -$694K 5.56% 4
2020
Q2 		$13.4M Buy
97,180
+1,640
+2% +$198K 5.76% 2
2020
Q1 		$9.31M Buy
95,540
+9,480
+11% +$918K 5.28% 2
2019
Q4 		$7.95M Buy
86,060
+4,180
+5% +$370K 3.95% 7
2019
Q3 		$7.11M Buy
81,880
+1,940
+2% +$180K 3.97% 8
2019
Q2 		$7.57M Buy
79,940
+700
+0.9% +$65.2K 4.39% 9
2019
Q1 		$7.05M Buy
79,240
+420
+0.5% +$35K 4.39% 9
2018
Q4 		$5.92M Buy
78,820
+1,240
+2% +$103K 4.27% 7
2018
Q3 		$7.77M Sell
77,580
-2,900
-4% -$273K 4.85% 5
2018
Q2 		$6.84M Sell
80,480
-1,560
-2% -$124K 4.53% 5
2018
Q1 		$5.94M Sell
82,040
-4,360
-5% -$312K 4.02% 7
2017
Q4 		$5.05M Sell
86,400
-180
-0.2% -$9.9K 3.41% 14
2017
Q3 		$4.16M Buy
86,580
+140
+0.2% +$6.88K 2.77% 20
2017
Q2 		$4.18M Buy
86,440
+1,120
+1% +$53.4K 2.83% 20
2017
Q1 		$3.78M Buy
85,320
+1,120
+1% +$46.7K 2.63% 22
2016
Q4 		$3.16M Sell
84,200
-1,260
-1% -$49.4K 2.48% 24
2016
Q3 		$3.58M Buy
+85,460
New +$3.27M 2.86% 21

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jacobson & Schmitt Advisors's AMZN Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its Amazon (AMZN) stake by 9.3% in Q2 2026, selling an estimated $3.1M and leaving 119,699 shares worth $28.5M. The position accounts for 4.66% of the portfolio, ranked #4.

Jacobson & Schmitt Advisors first reported a position in AMZN in Q3 2016 and has held it in 40 quarters since. The position peaked at $29.9M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Jacobson & Schmitt Advisors held 119,699 shares of Amazon worth $28.5M as of Q2 2026.
  • Jacobson & Schmitt Advisors sold 12,337 Amazon shares in Q2 2026, an estimated $3.1M.
  • Amazon made up 4.66% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #4 holding.
  • Jacobson & Schmitt Advisors first reported a position in Amazon in Q3 2016 and has held it in 40 quarters since.
  • Jacobson & Schmitt Advisors's Amazon position peaked at $29.9M in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.