Caldwell Sutter Capital
AMZN icon

Caldwell Sutter Capital’s Amazon AMZN Stock Holding History

Caldwell Sutter Capital’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
Q3 		$656K Sell
2,631
-80
-3% -$20.3K 0.25% 104
2026
Q2 		$646K Sell
2,711
-358
-12% -$89.9K 0.24% 103
2026
Q1 		$639K Buy
3,069
+251
+9% +$55.3K 0.26% 98
2025
Q4 		$650K Sell
2,818
-7
-0.2% -$1.6K 0.28% 93
2025
Q3 		$620K Sell
2,825
-140
-5% -$31.7K 0.26% 96
2025
Q2 		$650K Buy
2,965
+169
+6% +$33.4K 0.3% 90
2025
Q1 		$532K Sell
2,796
-480
-15% -$104K 0.25% 108
2024
Q4 		$719K Buy
3,276
+227
+7% +$46.4K 0.33% 80
2024
Q3 		$568K Sell
3,049
-469
-13% -$85.6K 0.26% 104
2024
Q2 		$680K Buy
3,518
+561
+19% +$103K 0.34% 84
2024
Q1 		$533K Sell
2,957
-217
-7% -$36.2K 0.26% 104
2023
Q4 		$482K Buy
3,174
+739
+30% +$104K 0.25% 105
2023
Q3 		$310K Buy
2,435
+657
+37% +$88K 0.17% 133
2023
Q2 		$232K Buy
1,778
+953
+116% +$109K 0.12% 163
2023
Q1 		$85.2K Buy
825
+585
+244% +$56.5K 0.06% 200
2022
Q4 		$20.2K Buy
+240
New +$23.7K 0.02% 223

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Caldwell Sutter Capital's AMZN Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Amazon (AMZN) stake by 3% in Q3 2026, selling an estimated $20.3K and leaving 2,631 shares worth $656K. The position accounts for 0.25% of the portfolio, ranked #104.

Caldwell Sutter Capital first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. The position peaked at $719K in Q4 2024. 4,872 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Caldwell Sutter Capital held 2,631 shares of Amazon worth $656K as of Q3 2026.
  • Caldwell Sutter Capital sold 80 Amazon shares in Q3 2026, an estimated $20.3K.
  • Amazon made up 0.25% of Caldwell Sutter Capital's portfolio in Q3 2026, its #104 holding.
  • Caldwell Sutter Capital first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's Amazon position peaked at $719K in Q4 2024.
  • 4,872 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.