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Cape Investment Advisory’s Amazon AMZN Stock Holding History

Cape Investment Advisory’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 		$5.26M Buy
22,055
+261
+1% +$65.5K 1.41% 13
2026
Q1 		$4.54M Buy
21,794
+132
+0.6% +$29.1K 1.51% 13
2025
Q4 		$5M Buy
21,662
+6,705
+45% +$1.53M 1.54% 11
2025
Q3 		$3.28M Sell
14,957
-4,595
-24% -$1.04M 3.23% 3
2025
Q2 		$4.29M Buy
19,552
+371
+2% +$73.4K 1.57% 10
2025
Q1 		$3.65M Sell
19,181
-960
-5% -$208K 1.45% 10
2024
Q4 		$4.42M Sell
20,141
-1,723
-8% -$352K 1.73% 7
2024
Q3 		$4.07M Buy
21,864
+1,491
+7% +$272K 1.65% 8
2024
Q2 		$3.94M Buy
20,373
+14
+0.1% +$2.57K 1.77% 6
2024
Q1 		$3.67M Sell
20,359
-2,826
-12% -$472K 1.72% 7
2023
Q4 		$3.52M Buy
23,185
+2,907
+14% +$407K 1.72% 7
2023
Q3 		$2.58M Sell
20,278
-389
-2% -$52.1K 1.46% 11
2023
Q2 		$2.69M Buy
20,667
+299
+1% +$34.1K 1.5% 9
2023
Q1 		$2.1M Buy
+20,368
New +$1.97M 1.28% 12

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

Cape Investment Advisory's AMZN Position: Q2 2026 in Review

Cape Investment Advisory increased its Amazon (AMZN) stake by 1.2% in Q2 2026, buying an estimated $65.5K and bringing the position to 22,055 shares worth $5.26M. The position accounts for 1.41% of the portfolio, ranked #13.

Cape Investment Advisory first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cape Investment Advisory held 22,055 shares of Amazon worth $5.26M as of Q2 2026.
  • Cape Investment Advisory bought 261 Amazon shares in Q2 2026, an estimated $65.5K.
  • Amazon made up 1.41% of Cape Investment Advisory's portfolio in Q2 2026, its #13 holding.
  • Cape Investment Advisory first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.