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Jessup Wealth Management’s Amazon AMZN Stock Holding History

Jessup 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
Q2 		$33.9M Sell
142,342
-10,732
-7% -$2.69M 10.12% 1
2026
Q1 		$31.9M Buy
153,074
+1,606
+1% +$354K 11.64% 1
2025
Q4 		$35M Buy
151,468
+7,999
+6% +$1.83M 11.56% 1
2025
Q3 		$31.5M Sell
143,469
-11,663
-8% -$2.64M 11.73% 1
2025
Q2 		$34M Sell
155,132
-1,122
-0.7% -$222K 13.66% 1
2025
Q1 		$29.7M Buy
156,254
+5,762
+4% +$1.25M 12.5% 1
2024
Q4 		$33M Sell
150,492
-1,419
-0.9% -$290K 14.08% 1
2024
Q3 		$28.3M Buy
151,911
+7,172
+5% +$1.31M 12.98% 1
2024
Q2 		$28M Buy
144,739
+522
+0.4% +$95.9K 11.93% 1
2024
Q1 		$26M Buy
144,217
+13,464
+10% +$2.25M 11.14% 1
2023
Q4 		$19.9M Buy
130,753
+5,036
+4% +$706K 9.93% 2
2023
Q3 		$16M Sell
125,717
-55,182
-31% -$7.39M 9.21% 2
2023
Q2 		$23.6M Buy
180,899
+54,615
+43% +$6.24M 12.62% 1
2023
Q1 		$13M Buy
126,284
+15,329
+14% +$1.48M 7.73% 2
2022
Q4 		$9.32M Buy
+110,955
New +$11M 5.91% 3

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jessup Wealth Management's AMZN Position: Q2 2026 in Review

Jessup Wealth Management reduced its Amazon (AMZN) stake by 7% in Q2 2026, selling an estimated $2.69M and leaving 142,342 shares worth $33.9M. The position accounts for 10.12% of the portfolio, ranked #1.

Jessup Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $35M in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Jessup Wealth Management held 142,342 shares of Amazon worth $33.9M as of Q2 2026.
  • Jessup Wealth Management sold 10,732 Amazon shares in Q2 2026, an estimated $2.69M.
  • Amazon made up 10.12% of Jessup Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Jessup Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Jessup Wealth Management's Amazon position peaked at $35M in Q4 2025.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.