13F Filings History of JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$823,046,492
Signature - Title
Oscar Spain - irector of Tax and Financial Planning
Location
Milton, GA
Summary
This page shows a list of all the recent 13F filings made by JAMISON PRIVATE WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported 210 stock holdings with total value $823,046,492 as of Q4 2025. Top holdings included AAPL, NVDA, MSFT, LLY, and VMC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 210 $823,046,492 +$16,816,387 -$5,205,251 +$11,611,136 AAPL, NVDA, MSFT, LLY, VMC 13F-HR 15 Jan 2026, 14:33
Q3 2025 209 $789,495,570 +$58,200,635 -$22,496,969 +$35,703,666 NVDA, AAPL, MSFT, VMC, JPM 13F-HR 14 Oct 2025, 10:47
Q2 2025 197 $696,505,917 +$15,072,576 -$25,150,056 -$10,077,480 MSFT, NVDA, AAPL, VMC, UPS 13F-HR 22 Jul 2025, 09:44
Q1 2025 195 $656,145,841 +$7,252,951 -$10,293,764 -$3,040,813 AAPL, MSFT, NVDA, UPS, VMC 13F-HR 21 Apr 2025, 18:05
Q4 2024 200 $677,322,336 +$48,337,400 -$20,916,257 +$27,421,143 AAPL, MSFT, NVDA, UPS, VMC 13F-HR 21 Jan 2025, 16:00
Q3 2024 454 $656,911,513 +$28,662,248 -$1,750,062 +$26,912,186 MSFT, AAPL, UPS, NVDA, VMC 13F-HR 15 Oct 2024, 16:10
Q2 2024 424 $601,792,111 +$33,766,713 -$10,438,860 +$23,327,853 MSFT, AAPL, UPS, NVDA, VMC 13F-HR 11 Jul 2024, 16:50
Q1 2024 475 $591,504,197 +$18,520,634 -$6,067,352 +$12,453,282 MSFT, UPS, VMC, AAPL, NVDA 13F-HR 26 Apr 2024, 10:00
Q4 2023 396 $534,004,491 +$3,570,549 -$6,508,532 -$2,937,983 UPS, MSFT, AAPL, VMC, LLY 13F-HR 17 Jan 2024, 11:22
Q3 2023 395 $483,635,666 $0 $0 $0 UPS, MSFT, AAPL, VMC, LLY 13F-HR 05 Jan 2024, 10:50