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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
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.