Capstone Financial Advisors’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 | $8.9M | Sell |
37,326
-1,587
| -4% | -$398K | 0.43% | 23 |
|
|
2026
Q1 | $8.1M | Sell |
38,913
-449
| -1% | -$98.9K | 0.44% | 25 |
|
|
2025
Q4 | $9.09M | Sell |
39,362
-662
| -2% | -$151K | 0.48% | 21 |
|
|
2025
Q3 | $8.79M | Buy |
40,024
+5,767
| +17% | +$1.31M | 0.48% | 22 |
|
|
2025
Q2 | $7.52M | Buy |
34,257
+361
| +1% | +$71.4K | 0.44% | 25 |
|
|
2025
Q1 | $6.45M | Sell |
33,896
-2,159
| -6% | -$469K | 0.4% | 23 |
|
|
2024
Q4 | $7.91M | Sell |
36,055
-2,310
| -6% | -$473K | 0.49% | 22 |
|
|
2024
Q3 | $7.15M | Sell |
38,365
-2,524
| -6% | -$461K | 0.44% | 24 |
|
|
2024
Q2 | $7.9M | Sell |
40,889
-818
| -2% | -$150K | 0.52% | 21 |
|
|
2024
Q1 | $7.52M | Buy |
41,707
+6,487
| +18% | +$1.08M | 0.51% | 21 |
|
|
2023
Q4 | $5.35M | Sell |
35,220
-761
| -2% | -$107K | 0.38% | 23 |
|
|
2023
Q3 | $4.57M | Buy |
35,981
+3,890
| +12% | +$521K | 0.36% | 23 |
|
|
2023
Q2 | $4.18M | Buy |
32,091
+272
| +0.9% | +$31.1K | 0.31% | 25 |
|
|
2023
Q1 | $3.29M | Buy |
31,819
+972
| +3% | +$93.9K | 0.26% | 28 |
|
|
2022
Q4 | $2.59M | Sell |
30,847
-3,515
| -10% | -$347K | 0.22% | 29 |
|
|
2022
Q3 | $3.88M | Buy |
34,362
+3,661
| +12% | +$463K | 0.36% | 24 |
|
|
2022
Q2 | $3.26M | Buy |
30,701
+1,641
| +6% | +$205K | 0.28% | 31 |
|
|
2022
Q1 | $4.74M | Buy |
29,060
+540
| +2% | +$83.4K | 0.34% | 31 |
|
|
2021
Q4 | $4.75M | Sell |
28,520
-40
| -0.1% | -$6.85K | 0.34% | 27 |
|
|
2021
Q3 | $4.69M | Buy |
28,560
+1,420
| +5% | +$245K | 0.37% | 23 |
|
|
2021
Q2 | $4.67M | Sell |
27,140
-1,600
| -6% | -$266K | 0.37% | 22 |
|
|
2021
Q1 | $4.45M | Sell |
28,740
-600
| -2% | -$95.1K | 0.39% | 22 |
|
|
2020
Q4 | $4.78M | Sell |
29,340
-380
| -1% | -$60.6K | 0.45% | 21 |
|
|
2020
Q3 | $4.68M | Buy |
29,720
+160
| +0.5% | +$25.2K | 0.49% | 22 |
|
|
2020
Q2 | $4.08M | Buy |
29,560
+4,060
| +16% | +$490K | 0.47% | 21 |
|
|
2020
Q1 | $2.49M | Sell |
25,500
-360
| -1% | -$34.8K | 0.32% | 23 |
|
|
2019
Q4 | $2.39M | Sell |
25,860
-300
| -1% | -$26.6K | 0.34% | 19 |
|
|
2019
Q3 | $2.27M | Sell |
26,160
-1,600
| -6% | -$148K | 0.35% | 19 |
|
|
2019
Q2 | $2.63M | Buy |
27,760
+340
| +1% | +$31.7K | 0.43% | 19 |
|
|
2019
Q1 | $2.44M | Buy |
27,420
+800
| +3% | +$66.6K | 0.42% | 19 |
|
|
2018
Q4 | $2M | Sell |
26,620
-1,500
| -5% | -$125K | 0.4% | 24 |
|
|
2018
Q3 | $2.82M | Buy |
28,120
+6,460
| +30% | +$607K | 0.7% | 15 |
|
|
2018
Q2 | $1.84M | Buy |
21,660
+1,640
| +8% | +$130K | 0.55% | 17 |
|
|
2018
Q1 | $1.45M | Sell |
20,020
-1,820
| -8% | -$130K | 0.48% | 21 |
|
|
2017
Q4 | $1.28M | Sell |
21,840
-2,600
| -11% | -$143K | 0.48% | 21 |
|
|
2017
Q3 | $1.18M | Sell |
24,440
-2,400
| -9% | -$118K | 0.52% | 21 |
|
|
2017
Q2 | $1.3M | Buy |
26,840
+4,340
| +19% | +$207K | 0.63% | 18 |
|
|
2017
Q1 | $997K | Sell |
22,500
-100
| -0.4% | -$4.17K | 0.51% | 20 |
|
|
2016
Q4 | $847K | Buy |
22,600
+860
| +4% | +$33.7K | 0.39% | 24 |
|
|
2016
Q3 | $910K | Sell |
21,740
-900
| -4% | -$34.4K | 0.48% | 20 |
|
|
2016
Q2 | $810K | Buy |
22,640
+5,000
| +28% | +$169K | 0.44% | 23 |
|
|
2016
Q1 | $524K | Sell |
17,640
-900
| -5% | -$25.5K | 0.21% | 39 |
|
|
2015
Q4 | $627K | Hold |
18,540
| – | – | 0.22% | 31 |
|
|
2015
Q3 | $475K | Buy |
+18,540
| New | +$469K | 0.21% | 36 |
|
|
2015
Q2 | – | Sell |
-11,640
| Closed | -$217K | – | 100 |
|
|
2015
Q1 | $217K | Buy |
+11,640
| New | +$205K | 0.08% | 72 |
|
|
2014
Q4 | – | Sell |
-12,440
| Closed | -$201K | – | 92 |
|
|
2014
Q3 | $201K | Sell |
12,440
-4,900
| -28% | -$81.5K | 0.12% | 57 |
|
|
2014
Q2 | $282K | Sell |
17,340
-420
| -2% | -$6.64K | 0.2% | 40 |
|
|
2014
Q1 | $299K | Sell |
17,760
-4,660
| -21% | -$86.5K | 0.18% | 38 |
|
|
2013
Q4 | $447K | Buy |
+22,420
| New | +$403K | 0.29% | 31 |
|
Other funds holding AMZN
Capstone Financial Advisors's AMZN Position: Q2 2026 in Review
Capstone Financial Advisors reduced its Amazon (AMZN) stake by 4.1% in Q2 2026, selling an estimated $398K and leaving 37,326 shares worth $8.9M. The position accounts for 0.43% of the portfolio, ranked #23.
Capstone Financial Advisors first reported a position in AMZN in Q4 2013 and has held it in 49 quarters since. The position peaked at $9.09M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Capstone Financial Advisors held 37,326 shares of Amazon worth $8.9M as of Q2 2026.
- Capstone Financial Advisors sold 1,587 Amazon shares in Q2 2026, an estimated $398K.
- Amazon made up 0.43% of Capstone Financial Advisors's portfolio in Q2 2026, its #23 holding.
- Capstone Financial Advisors first reported a position in Amazon in Q4 2013 and has held it in 49 quarters since.
- Capstone Financial Advisors's Amazon position peaked at $9.09M in Q4 2025.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.