Caerus Investment Advisors’s Amazon AMZN Stock Holding History

Caerus Investment 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	$3.3M	Buy	13,834 +4,419	+47%	+$1.11M	1.1%	15
2026 Q1	$1.96M	Sell	9,415 -4,671	-33%	-$1.03M	0.82%	20
2025 Q4	$3.25M	Buy	14,086 +4,289	+44%	+$981K	1.05%	16
2025 Q3	$2.15M	Buy	9,797 +4,981	+103%	+$1.13M	0.88%	17
2025 Q2	$1.06M	Hold	4,816	–	–	1.01%	18
2025 Q1	$916K	Hold	4,816	–	–	0.88%	17
2024 Q4	$1.06M	Sell	4,816 -40	-0.8%	-$8.18K	0.99%	15
2024 Q3	$905K	Hold	4,856	–	–	0.86%	17
2024 Q2	$938K	Hold	4,856	–	–	0.92%	17
2024 Q1	$876K	Buy	4,856 +239	+5%	+$39.9K	0.84%	17
2023 Q4	$702K	Hold	4,617	–	–	0.67%	17
2023 Q3	$587K	Hold	4,617	–	–	0.6%	17
2023 Q2	$602K	Hold	4,617	–	–	0.68%	17
2023 Q1	$477K	Sell	4,617 -1,463	-24%	-$141K	0.55%	28
2022 Q4	$511K	Buy	6,080 +2,620	+76%	+$259K	0.77%	20
2022 Q3	$391K	Sell	3,460 -1,740	-33%	-$220K	0.49%	29
2022 Q2	$552K	Hold	5,200	–	–	0.67%	23
2022 Q1	$566K	Sell	5,200 -5,820	-53%	-$899K	0.69%	23
2021 Q4	$1.84M	Buy	+11,020	New	+$1.89M	1.99%	13

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

Caerus Investment Advisors's AMZN Position: Q2 2026 in Review

Caerus Investment Advisors increased its Amazon (AMZN) stake by 47% in Q2 2026, buying an estimated $1.11M and bringing the position to 13,834 shares worth $3.3M. The position accounts for 1.1% of the portfolio, ranked #15.

Caerus Investment Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Caerus Investment Advisors held 13,834 shares of Amazon worth $3.3M as of Q2 2026.
Caerus Investment Advisors bought 4,419 Amazon shares in Q2 2026, an estimated $1.11M.
Amazon made up 1.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #15 holding.
Caerus Investment Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.