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Capstone Wealth Management Group (Pennsylvania)’s Amazon AMZN Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$3.41M Sell
16,382
-7,025
-30% -$1.55M 1.43% 21
2025
Q4 		$5.4M Buy
23,407
+1,582
+7% +$362K 2.26% 14
2025
Q3 		$4.79M Buy
21,825
+2,489
+13% +$563K 2.03% 17
2025
Q2 		$4.24M Sell
19,336
-3,599
-16% -$712K 4.07% 6
2025
Q1 		$4.36M Sell
22,935
-2,947
-11% -$640K 2.49% 13
2024
Q4 		$5.68M Buy
25,882
+5,010
+24% +$1.02M 3.04% 10
2024
Q3 		$3.89M Buy
20,872
+80
+0.4% +$14.6K 2.3% 13
2024
Q2 		$4.02M Buy
20,792
+4,693
+29% +$862K 2.63% 11
2024
Q1 		$2.9M Sell
16,099
-3,160
-16% -$527K 2.08% 12
2023
Q4 		$2.93M Sell
19,259
-1,417
-7% -$199K 2.77% 10
2023
Q3 		$2.63M Sell
20,676
-1,370
-6% -$184K 2.72% 10
2023
Q2 		$2.87M Sell
22,046
-2,389
-10% -$273K 2.97% 10
2023
Q1 		$2.52M Buy
24,435
+115
+0.5% +$11.1K 2.8% 11
2022
Q4 		$2.04M Sell
24,320
-2,485
-9% -$245K 2.2% 13
2022
Q3 		$3.03M Buy
26,805
+3,640
+16% +$460K 3.87% 6
2022
Q2 		$2.46M Buy
23,165
+1,685
+8% +$211K 2.97% 9
2022
Q1 		$3.5M Sell
21,480
-1,060
-5% -$164K 3.5% 8
2021
Q4 		$3.76M Buy
+22,540
New +$3.86M 3.05% 10

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

Capstone Wealth Management Group (Pennsylvania)'s AMZN Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Amazon (AMZN) stake by 30% in Q1 2026, selling an estimated $1.55M and leaving 16,382 shares worth $3.41M. The position accounts for 1.43% of the portfolio, ranked #21.

Capstone Wealth Management Group (Pennsylvania) first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.68M in Q4 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 16,382 shares of Amazon worth $3.41M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 7,025 Amazon shares in Q1 2026, an estimated $1.55M.
  • Amazon made up 1.43% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #21 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Amazon position peaked at $5.68M in Q4 2024.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.