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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
2023
Q3 		– Sell
-100
Closed -$13 – 136
2023
Q2 		$13 Buy
+100
New +$11.4K ﹤0.01% 140

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital Advisors Wealth Management's AMZN Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Amazon (AMZN) stake by 1.2% in Q2 2026, buying an estimated $158K and bringing the position to 51,604 shares worth $12.3M. The position accounts for 1.44% of the portfolio, ranked #18.

Capital Advisors Wealth Management first reported a position in AMZN in Q1 2021 and has held it in 22 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Capital Advisors Wealth Management held 51,604 shares of Amazon worth $12.3M as of Q2 2026.
  • Capital Advisors Wealth Management bought 631 Amazon shares in Q2 2026, an estimated $158K.
  • Amazon made up 1.44% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Capital Advisors Wealth Management first reported a position in Amazon in Q1 2021 and has held it in 22 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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