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JFS Wealth Advisors’s Amazon AMZN Stock Holding History

JFS Wealth 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 		$5.4M Sell
22,654
-1,124
-5% -$282K 0.27% 63
2026
Q1 		$4.95M Sell
23,778
-920
-4% -$203K 0.28% 64
2025
Q4 		$5.7M Buy
24,698
+1,875
+8% +$429K 0.32% 58
2025
Q3 		$5.01M Buy
22,823
+1,343
+6% +$304K 0.29% 59
2025
Q2 		$4.71M Buy
21,480
+515
+2% +$102K 0.3% 56
2025
Q1 		$3.99M Sell
20,965
-1,838
-8% -$399K 0.27% 61
2024
Q4 		$5M Sell
22,803
-206
-0.9% -$42.1K 0.34% 51
2024
Q3 		$4.29M Buy
23,009
+7,441
+48% +$1.36M 0.29% 59
2024
Q2 		$3.01M Buy
15,568
+61
+0.4% +$11.2K 0.24% 61
2024
Q1 		$2.8M Buy
15,507
+458
+3% +$76.5K 0.22% 63
2023
Q4 		$2.29M Buy
15,049
+623
+4% +$87.3K 0.19% 71
2023
Q3 		$1.83M Buy
14,426
+2,182
+18% +$292K 0.17% 83
2023
Q2 		$1.6M Buy
12,244
+160
+1% +$18.3K 0.14% 92
2023
Q1 		$1.25M Sell
12,084
-2,037
-14% -$197K 0.12% 100
2022
Q4 		$1.19M Sell
14,121
-1,496
-10% -$148K 0.12% 101
2022
Q3 		$1.76M Sell
15,617
-192
-1% -$24.3K 0.19% 86
2022
Q2 		$1.68M Sell
15,809
-2,531
-14% -$317K 0.18% 80
2022
Q1 		$2.99M Sell
18,340
-460
-2% -$71.1K 0.28% 68
2021
Q4 		$3.13M Sell
18,800
-4,400
-19% -$753K 0.3% 64
2021
Q3 		$3.81M Buy
23,200
+16,680
+256% +$2.88M 0.39% 50
2021
Q2 		$1.12M Buy
6,520
+940
+17% +$156K 0.17% 83
2021
Q1 		$863K Sell
5,580
-7,040
-56% -$1.12M 0.18% 81
2020
Q4 		$2.06M Buy
12,620
+600
+5% +$95.7K 0.43% 51
2020
Q3 		$1.89M Hold
12,020
– – 0.45% 48
2020
Q2 		$1.66M Hold
12,020
– – 0.43% 51
2020
Q1 		$1.17M Sell
12,020
-1,380
-10% -$134K 0.35% 56
2019
Q4 		$1.24M Sell
13,400
-500
-4% -$44.3K 0.3% 60
2019
Q3 		$1.21M Buy
13,900
+160
+1% +$14.8K 0.31% 60
2019
Q2 		$1.3M Buy
13,740
+400
+3% +$37.3K 0.33% 57
2019
Q1 		$1.19M Buy
13,340
+5,520
+71% +$459K 0.31% 63
2018
Q4 		$587K Sell
7,820
-2,160
-22% -$180K 0.16% 87
2018
Q3 		$999K Buy
9,980
+6,560
+192% +$617K 0.26% 65
2018
Q2 		$291K Sell
3,420
-600
-15% -$47.6K 0.08% 113
2018
Q1 		$291K Buy
4,020
+2,160
+116% +$154K 0.08% 119
2017
Q4 		$109K Hold
1,860
– – 0.03% 193
2017
Q3 		$89K Hold
1,860
– – 0.02% 195
2017
Q2 		$90K Buy
1,860
+1,240
+200% +$59.2K 0.02% 176
2017
Q1 		$23K Hold
620
– – 0.01% 291
2016
Q4 		$23K Buy
+620
New +$24.3K 0.01% 291
2015
Q3 		– Sell
-120
Closed -$3K – 478
2015
Q2 		$3K Sell
120
-40
-25% -$836 ﹤0.01% 437
2015
Q1 		$3K Sell
160
-640
-80% -$11.3K ﹤0.01% 440
2014
Q4 		$12K Buy
800
+420
+111% +$6.54K ﹤0.01% 351
2014
Q3 		$6K Sell
380
-60
-14% -$998 ﹤0.01% 370
2014
Q2 		$7K Buy
+440
New +$6.96K ﹤0.01% 352

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JFS Wealth Advisors's AMZN Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Amazon (AMZN) stake by 4.7% in Q2 2026, selling an estimated $282K and leaving 22,654 shares worth $5.4M. The position accounts for 0.27% of the portfolio, ranked #63.

JFS Wealth Advisors first reported a position in AMZN in Q2 2014 and has held it in 44 quarters since. The position peaked at $5.7M in Q4 2025. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • JFS Wealth Advisors held 22,654 shares of Amazon worth $5.4M as of Q2 2026.
  • JFS Wealth Advisors sold 1,124 Amazon shares in Q2 2026, an estimated $282K.
  • Amazon made up 0.27% of JFS Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • JFS Wealth Advisors first reported a position in Amazon in Q2 2014 and has held it in 44 quarters since.
  • JFS Wealth Advisors's Amazon position peaked at $5.7M in Q4 2025.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.