AC
AMZN icon

Apella Capital’s Amazon AMZN Stock Holding History

Apella Capital’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 		$19M Buy
77,095
+540
+0.7% +$136K 0.27% 77
2026
Q1 		$19.2M Buy
76,555
+31,199
+69% +$6.87M 0.28% 74
2025
Q4 		$10.5M Buy
45,356
+5,837
+15% +$1.34M 0.21% 90
2025
Q3 		$8.48M Buy
39,519
+2,206
+6% +$499K 0.19% 95
2025
Q2 		$8.34M Buy
37,313
+1,093
+3% +$216K 0.23% 83
2025
Q1 		$6.92M Buy
36,220
+9,154
+34% +$1.99M 0.24% 78
2024
Q4 		$5.94M Buy
27,066
+1,321
+5% +$270K 0.23% 69
2024
Q3 		$4.76M Buy
25,745
+2,257
+10% +$412K 0.2% 70
2024
Q2 		$4.68M Buy
23,488
+2,015
+9% +$370K 0.21% 69
2024
Q1 		$3.99M Sell
21,473
-2,426
-10% -$405K 0.2% 71
2023
Q4 		$3.46M Sell
23,899
-312
-1% -$43.7K 0.19% 76
2023
Q3 		$3.08M Sell
24,211
-37
-0.2% -$4.96K 0.22% 67
2023
Q2 		$3.16M Buy
+24,248
New +$2.77M 0.23% 63
2022
Q4 		$2.14M Buy
25,443
+1,334
+6% +$132K 0.19% 69
2022
Q3 		$2.72M Buy
24,109
+160
+0.7% +$20.2K 0.32% 59
2022
Q2 		$2.54M Buy
23,949
+1,309
+6% +$164K 0.3% 57
2022
Q1 		$3.69M Buy
22,640
+1,980
+10% +$306K 0.52% 39
2021
Q4 		$3.44M Buy
20,660
+200
+1% +$34.2K 0.44% 42
2021
Q3 		$3.36M Sell
20,460
-140
-0.7% -$24.1K 0.48% 44
2021
Q2 		$3.54M Buy
20,600
+8,580
+71% +$1.43M 0.58% 42
2021
Q1 		$1.86M Hold
12,020
– – 0.59% 40
2020
Q4 		$1.96M Buy
12,020
+7,000
+139% +$1.12M 0.69% 36
2020
Q3 		$790K Hold
5,020
– – 0.32% 63
2020
Q2 		$692K Buy
5,020
+200
+4% +$24.2K 0.32% 67
2020
Q1 		$470K Buy
+4,820
New +$467K 0.27% 68

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Apella Capital's AMZN Position: Q2 2026 in Review

Apella Capital increased its Amazon (AMZN) stake by 0.71% in Q2 2026, buying an estimated $136K and bringing the position to 77,095 shares worth $19M. The position accounts for 0.27% of the portfolio, ranked #77.

Apella Capital first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $19.2M in Q1 2026. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Apella Capital held 77,095 shares of Amazon worth $19M as of Q2 2026.
  • Apella Capital bought 540 Amazon shares in Q2 2026, an estimated $136K.
  • Amazon made up 0.27% of Apella Capital's portfolio in Q2 2026, its #77 holding.
  • Apella Capital first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Amazon position peaked at $19.2M in Q1 2026.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.