Aptus Capital Advisors’s Amazon AMZN Stock Holding History

Aptus Capital Advisors’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
2025 Q1	–	Sell	-700,000	Closed	-$154M	–	1439
2024 Q4	$154M	Buy	+700,000	New	+$143M	1.61%	9
2024 Q3	–	Sell	-900,000	Closed	-$174M	–	1234
2024 Q2	$174M	Buy	+900,000	New	+$165M	3.06%	4
2023 Q3	–	Sell	-400,000	Closed	-$52.1M	–	902
2023 Q2	$52.1M	Buy	+400,000	New	+$45.7M	1.25%	19
2022 Q2	–	Sell	-220,000	Closed	-$35.9M	–	658
2022 Q1	$35.9M	Buy	+220,000	New	+$34M	0.89%	24
2021 Q2	–	Sell	-240,000	Closed	-$37.1M	–	565
2021 Q1	$37.1M	Buy	240,000 +120,000	+100%	+$19M	1.33%	24
2020 Q4	$19.5M	Buy	120,000 +40,000	+50%	+$6.38M	0.89%	28
2020 Q3	$12.6M	Sell	80,000 -86,000	-52%	-$13.6M	0.67%	36
2020 Q2	$22.9M	Buy	166,000 +42,000	+34%	+$5.07M	1.44%	18
2020 Q1	$12.1M	Sell	124,000 -22,000	-15%	-$2.13M	1.04%	15
2019 Q4	$13.5M	Sell	146,000 -12,000	-8%	-$1.06M	0.96%	27
2019 Q3	$13.7M	Buy	+158,000	New	+$14.7M	0.77%	28

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aptus Capital Advisors's AMZN Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Amazon (AMZN) stake by 4.8% in Q1 2026, selling an estimated $7.9M and leaving 706,950 shares worth $147M. The position accounts for 1.16% of the portfolio, ranked #20.

Aptus Capital Advisors first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. The position peaked at $171M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Aptus Capital Advisors held 706,950 shares of Amazon worth $147M as of Q1 2026.
Aptus Capital Advisors sold 35,902 Amazon shares in Q1 2026, an estimated $7.9M.
Amazon made up 1.16% of Aptus Capital Advisors's portfolio in Q1 2026, its #20 holding.
Aptus Capital Advisors first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
Aptus Capital Advisors's Amazon position peaked at $171M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.