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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aptus Capital Advisors's AMZN Position: Q2 2026 in Review

Aptus Capital Advisors increased its Amazon (AMZN) stake by 2.2% in Q2 2026, buying an estimated $3.85M and bringing the position to 722,289 shares worth $172M. The position accounts for 1.18% of the portfolio, ranked #17.

Aptus Capital Advisors first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Aptus Capital Advisors held 722,289 shares of Amazon worth $172M as of Q2 2026.
Aptus Capital Advisors bought 15,339 Amazon shares in Q2 2026, an estimated $3.85M.
Amazon made up 1.18% of Aptus Capital Advisors's portfolio in Q2 2026, its #17 holding.
Aptus Capital Advisors first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.