Capital Advisors Inc’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$191M Buy
801,711
+31,223
+4% +$7.84M 2.81% 6
2026
Q1
$160M Sell
770,488
-1,720
-0.2% -$379K 2.58% 6
2025
Q4
$178M Buy
772,208
+31,099
+4% +$7.12M 2.87% 6
2025
Q3
$163M Buy
741,109
+3,785
+0.5% +$857K 2.72% 6
2025
Q2
$162M Buy
737,324
+9,990
+1% +$1.98M 2.9% 4
2025
Q1
$138M Buy
727,334
+36,470
+5% +$7.91M 2.75% 4
2024
Q4
$152M Buy
690,864
+8,194
+1% +$1.68M 3.02% 5
2024
Q3
$127M Buy
682,670
+6,151
+0.9% +$1.12M 2.55% 5
2024
Q2
$131M Buy
676,519
+36,868
+6% +$6.77M 2.7% 5
2024
Q1
$115M Buy
639,651
+20,297
+3% +$3.39M 2.48% 3
2023
Q4
$94.1M Buy
619,354
+62,220
+11% +$8.72M 2.11% 6
2023
Q3
$70.8M Buy
557,134
+20,965
+4% +$2.81M 1.86% 10
2023
Q2
$69.9M Buy
536,169
+27,574
+5% +$3.15M 1.78% 9
2023
Q1
$52.5M Buy
508,595
+19,256
+4% +$1.86M 1.41% 19
2022
Q4
$41.1M Buy
489,339
+55,587
+13% +$5.49M 1.17% 30
2022
Q3
$46.4M Buy
433,752
+44,901
+12% +$5.68M 1.44% 18
2022
Q2
$41.3M Buy
388,851
+14,471
+4% +$1.81M 1.24% 26
2022
Q1
$61M Buy
374,380
+9,740
+3% +$1.5M 1.67% 11
2021
Q4
$60.8M Buy
364,640
+22,340
+7% +$3.82M 1.63% 11
2021
Q3
$56.2M Buy
342,300
+7,480
+2% +$1.29M 1.67% 11
2021
Q2
$57.6M Buy
334,820
+3,500
+1% +$582K 1.73% 10
2021
Q1
$51.3M Buy
331,320
+16,600
+5% +$2.63M 1.68% 10
2020
Q4
$51.3M Buy
314,720
+10,080
+3% +$1.61M 1.83% 12
2020
Q3
$48M Buy
304,640
+5,780
+2% +$911K 1.94% 13
2020
Q2
$48.2M Sell
298,860
-10,620
-3% -$1.28M 2% 13
2020
Q1
$30.2M Buy
309,480
+44,380
+17% +$4.3M 1.64% 14
2019
Q4
$24.5M Buy
265,100
+33,440
+14% +$2.96M 1.06% 23
2019
Q3
$21.9M Hold
231,660
1.08% 19
2019
Q2
$21.9M Buy
231,660
+121,680
+111% +$11.3M 1.08% 19
2019
Q1
$9.79M Sell
109,980
-190,300
-63% -$15.8M 1.05% 11
2018
Q4
$22.6M Buy
300,280
+7,780
+3% +$647K 1.47% 14
2018
Q3
$29.3M Sell
292,500
-5,740
-2% -$540K 1.74% 11
2018
Q2
$25.3M Sell
298,240
-10,240
-3% -$813K 1.53% 14
2018
Q1
$22.3M Sell
308,480
-28,080
-8% -$2.01M 1.34% 15
2017
Q4
$19.7M Sell
336,560
-16,120
-5% -$887K 1.15% 16
2017
Q3
$17M Sell
352,680
-2,900
-0.8% -$142K 1.04% 19
2017
Q2
$17.2M Sell
355,580
-34,500
-9% -$1.65M 1.07% 18
2017
Q1
$17.3M Buy
390,080
+42,180
+12% +$1.76M 1.13% 19
2016
Q4
$13M Buy
347,900
+32,540
+10% +$1.28M 0.91% 24
2016
Q3
$13.2M Sell
315,360
-4,200
-1% -$161K 1.97% 8
2016
Q2
$11.4M Buy
319,560
+7,740
+2% +$262K 1.77% 11
2016
Q1
$9.26M Buy
311,820
+3,160
+1% +$89.7K 1.51% 19
2015
Q4
$10.4M Sell
308,660
-2,800
-0.9% -$88.3K 1.83% 12
2015
Q3
$7.97M Buy
311,460
+2,100
+0.7% +$53.1K 1.44% 29
2015
Q2
$6.71M Sell
309,360
-124,160
-29% -$2.59M 1.15% 47
2015
Q1
$8.07M Sell
433,520
-36,700
-8% -$645K 0.99% 41
2014
Q4
$7.3M Buy
470,220
+39,380
+9% +$614K 1.35% 41
2014
Q3
$6.95M Sell
430,840
-27,740
-6% -$461K 1.42% 34
2014
Q2
$7.45M Buy
458,580
+160,700
+54% +$2.54M 1.44% 30
2014
Q1
$5.01M Sell
297,880
-2,460
-0.8% -$45.7K 1.09% 49
2013
Q4
$5.99M Sell
300,340
-7,780
-3% -$140K 1.32% 34
2013
Q3
$4.82M Buy
308,120
+2,160
+0.7% +$32.2K 1.15% 43
2013
Q2
$4.25M Buy
+305,960
New +$4.08M 1.15% 44

Other funds holding AMZN

Capital Advisors Inc's AMZN Position: Q2 2026 in Review

Capital Advisors Inc increased its Amazon (AMZN) stake by 4.1% in Q2 2026, buying an estimated $7.84M and bringing the position to 801,711 shares worth $191M. The position accounts for 2.81% of the portfolio, ranked #6.

Capital Advisors Inc first reported a position in AMZN in Q2 2013 and has held it in 53 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Capital Advisors Inc held 801,711 shares of Amazon worth $191M as of Q2 2026.
  • Capital Advisors Inc bought 31,223 Amazon shares in Q2 2026, an estimated $7.84M.
  • Amazon made up 2.81% of Capital Advisors Inc's portfolio in Q2 2026, its #6 holding.
  • Capital Advisors Inc first reported a position in Amazon in Q2 2013 and has held it in 53 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.