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Jupiter Wealth Management’s Amazon AMZN Stock Holding History

Jupiter 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 		$9.8M Buy
36,278
+4,200
+13% +$925K 3.87% 8
2025
Q4 		$6.4M Buy
32,078
+5,295
+20% +$1.21M 2.85% 9
2025
Q3 		$5.88M Buy
26,783
+3,227
+14% +$730K 2.78% 9
2025
Q2 		$5.29M Buy
23,556
+13
+0.1% +$2.57K 2.67% 11
2025
Q1 		$4.85M Sell
23,543
-7,109
-23% -$1.54M 2.94% 10
2024
Q4 		$6.72M Buy
30,652
+986
+3% +$202K 3.37% 7
2024
Q3 		$5.53M Buy
29,666
+1,117
+4% +$204K 2.83% 8
2024
Q2 		$5.34M Sell
28,549
-1,471
-5% -$270K 2.83% 8
2024
Q1 		$5.64M Buy
30,020
+3,480
+13% +$581K 2.99% 8
2023
Q4 		$4.03M Hold
26,540
– – 2.37% 15
2023
Q3 		$3.81M Buy
26,540
+460
+2% +$61.6K 2.47% 13
2023
Q2 		$3.4M Buy
26,080
+3,380
+15% +$386K 2.92% 10
2023
Q1 		$2.34M Buy
22,700
+3,800
+20% +$367K 2.16% 16
2022
Q4 		$1.59M Sell
18,900
-10,000
-35% -$988K 1.54% 22
2022
Q3 		$3.27M Hold
28,900
– – 3.28% 9
2022
Q2 		$3.07M Sell
28,900
-3,060
-10% -$383K 2.8% 13
2022
Q1 		$5.21M Sell
31,960
-13,160
-29% -$2.03M 3.26% 7
2021
Q4 		$7.52M Sell
45,120
-3,500
-7% -$599K 3.9% 7
2021
Q3 		$8.46M Buy
48,620
+4,840
+11% +$835K 3.99% 6
2021
Q2 		$7.32M Sell
43,780
-920
-2% -$153K 3.51% 9
2021
Q1 		$7.76M Sell
44,700
-500
-1% -$79.3K 3.92% 8
2020
Q4 		$7.36M Buy
45,200
+1,540
+4% +$246K 4.51% 6
2020
Q3 		$6.87M Sell
43,660
-9,820
-18% -$1.55M 4.85% 5
2020
Q2 		$8.55M Sell
53,480
-5,780
-10% -$698K 4.28% 7
2020
Q1 		$6.77M Buy
59,260
+27,180
+85% +$2.63M 3.94% 8
2019
Q4 		$3M Sell
32,080
-20
-0.1% -$1.77K 1.45% 27
2019
Q3 		$2.79M Sell
32,100
-6,980
-18% -$647K 1.49% 26
2019
Q2 		$3.89M Buy
39,080
+1,580
+4% +$147K 1.93% 24
2019
Q1 		$3.49M Buy
+37,500
New +$3.12M 1.68% 25

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

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

Jupiter Wealth Management increased its Amazon (AMZN) stake by 13% in Q1 2026, buying an estimated $925K and bringing the position to 36,278 shares worth $9.8M. The position accounts for 3.87% of the portfolio, ranked #8.

Jupiter Wealth Management first reported a position in AMZN in Q1 2019 and has held it in 29 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Jupiter Wealth Management held 36,278 shares of Amazon worth $9.8M as of Q1 2026.
  • Jupiter Wealth Management bought 4,200 Amazon shares in Q1 2026, an estimated $925K.
  • Amazon made up 3.87% of Jupiter Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Jupiter Wealth Management first reported a position in Amazon in Q1 2019 and has held it in 29 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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