Jeppson Wealth Management
AMZN icon

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
Q3 		$6.87M Sell
27,587
-203
-0.7% -$51.6K 1.96% 8
2026
Q2 		$6.62M Sell
27,790
-780
-3% -$196K 1.95% 6
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% -$10.4K 2.38% 5
2021
Q2 		$4.8M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Jeppson Wealth Management's AMZN Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Amazon (AMZN) stake by 0.73% in Q3 2026, selling an estimated $51.6K and leaving 27,587 shares worth $6.87M. The position accounts for 1.96% of the portfolio, ranked #8.

Jeppson Wealth Management first reported a position in AMZN in Q3 2020 and has held it in 25 quarters since. 1,912 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Jeppson Wealth Management held 27,587 shares of Amazon worth $6.87M as of Q3 2026.
  • Jeppson Wealth Management sold 203 Amazon shares in Q3 2026, an estimated $51.6K.
  • Amazon made up 1.96% of Jeppson Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Jeppson Wealth Management first reported a position in Amazon in Q3 2020 and has held it in 25 quarters since.
  • 1,912 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.