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Jeppson Wealth Management’s Amazon AMZN Stock Holding History

Jeppson Wealth 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
Q1 		$5.95M Sell
28,570
-263
-0.9% -$57.9K 1.87% 7
2025
Q4 		$6.66M Sell
28,833
-106
-0.4% -$24.3K 2.11% 6
2025
Q3 		$6.35M Sell
28,939
-400
-1% -$90.5K 2.03% 9
2025
Q2 		$6.44M Sell
29,339
-108
-0.4% -$21.4K 2.23% 7
2025
Q1 		$5.6M Sell
29,447
-127
-0.4% -$27.6K 2.05% 7
2024
Q4 		$6.49M Sell
29,574
-356
-1% -$72.8K 2.35% 6
2024
Q3 		$5.58M Sell
29,930
-138
-0.5% -$25.2K 2% 8
2024
Q2 		$5.81M Buy
30,068
+13
+0% +$2.39K 2.22% 8
2024
Q1 		$5.42M Sell
30,055
-368
-1% -$61.4K 2.1% 9
2023
Q4 		$4.62M Sell
30,423
-140
-0.5% -$19.6K 1.91% 7
2023
Q3 		$3.89M Sell
30,563
-55
-0.2% -$7.37K 1.78% 8
2023
Q2 		$3.99M Sell
30,618
-589
-2% -$67.3K 1.74% 8
2023
Q1 		$3.22M Sell
31,207
-1,007
-3% -$97.3K 1.4% 11
2022
Q4 		$2.71M Buy
32,214
+2,565
+9% +$253K 1.14% 17
2022
Q3 		$3.35M Sell
29,649
-406
-1% -$51.3K 1.52% 10
2022
Q2 		$3.19M Buy
30,055
+1,335
+5% +$167K 1.37% 11
2022
Q1 		$4.68M Buy
28,720
+880
+3% +$136K 2.18% 6
2021
Q4 		$4.64M Buy
27,840
+20
+0.1% +$3.42K 2.24% 6
2021
Q3 		$4.57M Sell
27,820
-60
-0.2% -$10.3K 2.38% 5
2021
Q2 		$4.79M Sell
27,880
-160
-0.6% -$26.6K 2.61% 5
2021
Q1 		$4.34M Buy
28,040
+140
+0.5% +$22.2K 2.58% 6
2020
Q4 		$4.54M Sell
27,900
-240
-0.9% -$38.3K 3.02% 6
2020
Q3 		$4.43M Buy
+28,140
New +$4.44M 3.47% 4

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jeppson Wealth Management's AMZN Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Amazon (AMZN) stake by 0.91% in Q1 2026, selling an estimated $57.9K and leaving 28,570 shares worth $5.95M. The position accounts for 1.87% of the portfolio, ranked #7.

Jeppson Wealth Management first reported a position in AMZN in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.66M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Jeppson Wealth Management held 28,570 shares of Amazon worth $5.95M as of Q1 2026.
  • Jeppson Wealth Management sold 263 Amazon shares in Q1 2026, an estimated $57.9K.
  • Amazon made up 1.87% of Jeppson Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Jeppson Wealth Management first reported a position in Amazon in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Amazon position peaked at $6.66M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.