Jessup Wealth Management
AMZN icon

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
Q3 		$35.7M Buy
143,167
+825
+0.6% +$210K 7.5% 2
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

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

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

Jessup Wealth Management increased its Amazon (AMZN) stake by 0.58% in Q3 2026, buying an estimated $210K and bringing the position to 143,167 shares worth $35.7M. The position accounts for 7.5% of the portfolio, ranked #2.

Jessup Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Jessup Wealth Management held 143,167 shares of Amazon worth $35.7M as of Q3 2026.
  • Jessup Wealth Management bought 825 Amazon shares in Q3 2026, an estimated $210K.
  • Amazon made up 7.5% of Jessup Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Jessup Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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