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JBR Co Financial Management’s Amazon AMZN Stock Holding History

JBR Co Financial 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 		$4.35M Buy
18,242
+153
+0.8% +$38.4K 1.59% 14
2026
Q1 		$4.18M Hold
18,089
– – 1.75% 12
2025
Q4 		$4.18M Sell
18,089
-605
-3% -$138K 1.75% 12
2025
Q3 		$4.1M Buy
18,694
+3,109
+20% +$704K 1.74% 11
2025
Q2 		$3.42M Buy
15,585
+1,192
+8% +$236K 1.69% 11
2025
Q1 		$2.74M Buy
14,393
+1,583
+12% +$344K 1.6% 16
2024
Q4 		$2.81M Buy
12,810
+782
+7% +$160K 1.71% 14
2024
Q3 		$2.24M Buy
12,028
+1,482
+14% +$270K 1.47% 18
2024
Q2 		$2.04M Buy
10,546
+90
+0.9% +$16.5K 1.43% 18
2024
Q1 		$1.89M Sell
10,456
-33
-0.3% -$5.51K 1.51% 18
2023
Q4 		$1.59M Buy
+10,489
New +$1.47M 1.5% 20

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

JBR Co Financial Management's AMZN Position: Q2 2026 in Review

JBR Co Financial Management increased its Amazon (AMZN) stake by 0.85% in Q2 2026, buying an estimated $38.4K and bringing the position to 18,242 shares worth $4.35M. The position accounts for 1.59% of the portfolio, ranked #14.

JBR Co Financial Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 2,690 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • JBR Co Financial Management held 18,242 shares of Amazon worth $4.35M as of Q2 2026.
  • JBR Co Financial Management bought 153 Amazon shares in Q2 2026, an estimated $38.4K.
  • Amazon made up 1.59% of JBR Co Financial Management's portfolio in Q2 2026, its #14 holding.
  • JBR Co Financial Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 2,690 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.