HALBERT HARGROVE GLOBAL ADVISORS, LLC AMZN — AMAZON COM INC COM

Ownership history in HALBERT HARGROVE GLOBAL ADVISORS, LLC  ·  66 quarters on record

AI Ownership Summary

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported AMAZON COM INC COM (AMZN) in 66 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows AMZN at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALBERT HARGROVE GLOBAL ADVISORS, LLC's position in AMAZON COM INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMZN was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMZN stock page HALBERT HARGROVE GLOBAL ADVISORS, LLC fund profile HALBERT HARGROVE GLOBAL ADVISORS, LLC full holdings
How HALBERT HARGROVE GLOBAL ADVISORS, LLC held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,875 +118 +2.5% 0.05% $1.2M 2026-07-21 $247.55
2026 Q1 ADDED — — — 4,757 +4,486 +1655.4% 0.05% $991K 2026-04-17 $250.56
2025 Q4 REDUCED 84.4% -9.8% ✅ 271 -1,465 -84.4% 0.00% $63K 2026-01-23 $239.16
2025 Q3 ADDED — — — 1,736 +1,512 +675.0% 0.02% $381K 2025-10-16 $214.47
2025 Q2 REDUCED 46.3% +1.3% ❌ 224 -193 -46.3% 0.00% $49K 2025-07-17 $223.88
2025 Q1 ADDED — — — 417 +172 +70.2% 0.00% $79K 2025-04-18 $172.61
2024 Q4 REDUCED 85.8% -13.3% ✅ 245 -1,480 -85.8% 0.00% $54K 2025-02-05 $236.17
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMZN

As of 2026 Q2 — sorted by position size

Kirkoswald Asset Management LLC 3Y 84.27% Regents Gate Capital LLP 46.53% Skye Global Management LP 3Y 7Y 44.84% I.G.Y. Ltd 3Y 44.16% CIBC Capital Markets (Europe) S.A. 35.15% Advaya LLP 33.41% ALTAROCK PARTNERS LP 3Y 7Y 32.21% Three Seasons Wealth, LLC 32.01% SPG ADVISORS LLC 29.28% BlueSpruce Investments, LP 3Y 7Y 28.9%

FAQ About HALBERT HARGROVE GLOBAL ADVISORS, LLC and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HALBERT HARGROVE GLOBAL ADVISORS, LLC reported owning AMZN?

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported AMZN across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported AMZN position in HALBERT HARGROVE GLOBAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for AMZN was 0.05% in 2026 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2026 Q2, when HALBERT HARGROVE GLOBAL ADVISORS, LLC reported 4,875 shares, equal to 0.05% of portfolio, with an estimated market value of $1.2M.

What does the chart on this AMZN ownership page compare?

The chart compares HALBERT HARGROVE GLOBAL ADVISORS, LLC's quarterly AMZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HALBERT HARGROVE GLOBAL ADVISORS, LLC time their AMZN position?

Based on 13F filing dates vs. subsequent AMZN price moves, HALBERT HARGROVE GLOBAL ADVISORS, LLC correctly timed 35 out of 65 reported position changes (54%). The annualised alpha on AMZN relative to SPY over the holding period was +34.5%.

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