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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
Q2 		$3.11M Sell
13,047
-3,335
-20% -$837K 1.1% 26
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capstone Wealth Management Group (Pennsylvania)'s AMZN Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Amazon (AMZN) stake by 20% in Q2 2026, selling an estimated $837K and leaving 13,047 shares worth $3.11M. The position accounts for 1.1% of the portfolio, ranked #26.

Capstone Wealth Management Group (Pennsylvania) first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.68M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 13,047 shares of Amazon worth $3.11M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 3,335 Amazon shares in Q2 2026, an estimated $837K.
  • Amazon made up 1.1% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #26 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Amazon position peaked at $5.68M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.