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AMZN icon

Capital Advisors Wealth Management’s Amazon AMZN Stock Holding History

Capital Advisors Wealth Management’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
Q1 		$10.6M Buy
50,973
+1,551
+3% +$341K 1.43% 18
2025
Q4 		$11.4M Buy
49,422
+175
+0.4% +$40K 1.55% 16
2025
Q3 		$10.8M Sell
49,247
-131
-0.3% -$29.7K 1.54% 17
2025
Q2 		$10.8M Buy
49,378
+54
+0.1% +$10.7K 1.7% 16
2025
Q1 		$9.38M Sell
49,324
-863
-2% -$187K 1.66% 16
2024
Q4 		$11M Buy
50,187
+4,318
+9% +$883K 1.96% 15
2024
Q3 		$8.55M Buy
45,869
+446
+1% +$81.4K 1.57% 19
2024
Q2 		$8.78M Buy
45,423
+2,211
+5% +$406K 1.74% 17
2024
Q1 		$7.79M Buy
43,212
+1,018
+2% +$170K 1.62% 18
2023
Q4 		$6.41M Buy
42,194
+659
+2% +$92.4K 1.46% 20
2023
Q3 		$5.28M Buy
41,535
+804
+2% +$108K 1.38% 21
2023
Q2 		$5.31M Buy
40,731
+1,812
+5% +$207K 1.36% 19
2023
Q1 		$4.02M Buy
38,919
+2,263
+6% +$219K 1.11% 26
2022
Q4 		$3.08M Buy
36,656
+3,171
+9% +$313K 0.93% 27
2022
Q3 		$3.78M Buy
33,485
+4,301
+15% +$544K 1.26% 24
2022
Q2 		$3.1M Buy
29,184
+4,804
+20% +$601K 1.01% 26
2022
Q1 		$3.98M Buy
24,380
+2,600
+12% +$402K 1.22% 27
2021
Q4 		$3.63M Buy
21,780
+2,620
+14% +$448K 1.1% 28
2021
Q3 		$3.15M Buy
19,160
+860
+5% +$148K 1.12% 26
2021
Q2 		$3.15M Buy
18,300
+3,140
+21% +$522K 1.17% 28
2021
Q1 		$2.35M Buy
+15,160
New +$2.4M 1.01% 27

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Advisors Wealth Management's AMZN Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its Amazon (AMZN) stake by 3.1% in Q1 2026, buying an estimated $341K and bringing the position to 50,973 shares worth $10.6M. The position accounts for 1.43% of the portfolio, ranked #18.

Capital Advisors Wealth Management first reported a position in AMZN in Q1 2021 and has held it in 21 quarters since. The position peaked at $11.4M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Capital Advisors Wealth Management held 50,973 shares of Amazon worth $10.6M as of Q1 2026.
  • Capital Advisors Wealth Management bought 1,551 Amazon shares in Q1 2026, an estimated $341K.
  • Amazon made up 1.43% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Capital Advisors Wealth Management first reported a position in Amazon in Q1 2021 and has held it in 21 quarters since.
  • Capital Advisors Wealth Management's Amazon position peaked at $11.4M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.