Capital Advisors Ltd’s Amazon AMZN Stock Holding History

Capital Advisors Ltd’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	$3.25M	Sell	13,629 -407	-3%	-$102K	0.33%	53
2026 Q1	$2.92M	Buy	14,036 +589	+4%	+$130K	0.33%	51
2025 Q4	$3.1M	Hold	13,447	–	–	0.35%	46
2025 Q3	$2.95M	Buy	13,447 +1,224	+10%	+$277K	0.33%	45
2025 Q2	$2.68M	Sell	12,223 -317	-3%	-$62.7K	0.33%	46
2025 Q1	$2.39M	Buy	12,540 +267	+2%	+$57.9K	0.31%	51
2024 Q4	$2.69M	Buy	12,273 +281	+2%	+$57.5K	0.34%	46
2024 Q3	$2.23M	Sell	11,992 -83	-0.7%	-$15.1K	0.28%	53
2024 Q2	$2.33M	Buy	12,075 +235	+2%	+$43.2K	0.3%	50
2024 Q1	$2.14M	Buy	11,840 +185	+2%	+$30.9K	0.28%	57
2023 Q4	$1.77M	Hold	11,655	–	–	0.25%	62
2023 Q3	$1.48M	Hold	11,655	–	–	0.23%	66
2023 Q2	$1.52M	Buy	11,655 +5,282	+83%	+$603K	0.23%	65
2023 Q1	$658K	Sell	6,373 -4,741	-43%	-$458K	0.11%	111
2022 Q4	$532K	Buy	11,114 +2,225	+25%	+$220K	0.09%	128
2022 Q3	$1M	Buy	8,889 +215	+2%	+$27.2K	0.2%	77
2022 Q2	$921K	Buy	8,674 +94	+1%	+$11.8K	0.17%	82
2022 Q1	$1.4M	Buy	8,580 +500	+6%	+$77.3K	0.23%	66
2021 Q4	$1.35M	Buy	8,080 +1,500	+23%	+$257K	0.22%	68
2021 Q3	$1.08M	Buy	6,580 +40	+0.6%	+$6.9K	0.19%	69
2021 Q2	$1.13M	Buy	6,540 +2,000	+44%	+$332K	0.2%	68
2021 Q1	$702K	Buy	4,540 +660	+17%	+$105K	0.13%	86
2020 Q4	$632K	Hold	3,880	–	–	0.14%	83
2020 Q3	$611K	Hold	3,880	–	–	0.15%	81
2020 Q2	$535K	Hold	3,880	–	–	0.14%	94
2020 Q1	$378K	Buy	3,880 +880	+29%	+$85.2K	0.12%	99
2019 Q4	$277K	Buy	3,000 +120	+4%	+$10.6K	0.07%	124
2019 Q3	$250K	Sell	2,880 -640	-18%	-$59.3K	0.07%	123
2019 Q2	$333K	Buy	3,520 +520	+17%	+$48.4K	0.09%	107
2019 Q1	$267K	Hold	3,000	–	–	0.07%	130
2018 Q4	$225K	Hold	3,000	–	–	0.07%	135
2018 Q3	$300K	Hold	3,000	–	–	0.08%	120
2018 Q2	$255K	Hold	3,000	–	–	0.08%	110
2018 Q1	$217K	Buy	3,000 +500	+20%	+$35.8K	0.07%	114
2017 Q4	$146K	Hold	2,500	–	–	0.05%	144
2017 Q3	$120K	Hold	2,500	–	–	0.04%	156
2017 Q2	$121K	Hold	2,500	–	–	0.04%	154
2017 Q1	$111K	Hold	2,500	–	–	0.04%	155
2016 Q4	$94K	Buy	2,500 +140	+6%	+$5.49K	0.04%	156
2016 Q3	$99K	Buy	2,360 +800	+51%	+$30.6K	0.04%	150
2016 Q2	$56K	Hold	1,560	–	–	0.03%	174
2016 Q1	$46K	Hold	1,560	–	–	0.02%	183
2015 Q4	$53K	Hold	1,560	–	–	0.03%	174
2015 Q3	$40K	Hold	1,560	–	–	0.02%	188
2015 Q2	$34K	Hold	1,560	–	–	0.02%	213
2015 Q1	$29K	Hold	1,560	–	–	0.02%	214
2014 Q4	$24K	Hold	1,560	–	–	0.01%	218
2014 Q3	$25K	Hold	1,560	–	–	0.01%	218
2014 Q2	$25K	Hold	1,560	–	–	0.01%	224
2014 Q1	$26K	Hold	1,560	–	–	0.02%	225
2013 Q4	$31K	Buy	+1,560	New	+$28.1K	0.02%	176

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

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

Capital Advisors Ltd reduced its Amazon (AMZN) stake by 2.9% in Q2 2026, selling an estimated $102K and leaving 13,629 shares worth $3.25M. The position accounts for 0.33% of the portfolio, ranked #53.

Capital Advisors Ltd first reported a position in AMZN in Q4 2013 and has held it in 51 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Capital Advisors Ltd held 13,629 shares of Amazon worth $3.25M as of Q2 2026.
Capital Advisors Ltd sold 407 Amazon shares in Q2 2026, an estimated $102K.
Amazon made up 0.33% of Capital Advisors Ltd's portfolio in Q2 2026, its #53 holding.
Capital Advisors Ltd first reported a position in Amazon in Q4 2013 and has held it in 51 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.