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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
2026
Q2 		$1.57M Buy
+6,600
New +$1.66M 0.01% 538
2026
Q1 		– Sell
-6,500
Closed -$1.5M – 1678
2025
Q4 		$1.5M Buy
6,500
+2,500
+63% +$572K 0.01% 500
2025
Q3 		$878K Buy
+4,000
New +$905K 0.01% 574

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
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.