CAPTRUST Financial Advisors
AMZN icon

CAPTRUST Financial Advisors’s Amazon AMZN Stock Holding History

CAPTRUST Financial Advisors’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
Q4 		– Sell
-16,100
Closed -$2.05K – 2661
2023
Q3 		$2.05K Buy
+16,100
New +$2.16M ﹤0.01% 2564

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

CAPTRUST Financial Advisors's AMZN Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Amazon (AMZN) stake by 37% in Q1 2026, buying an estimated $219M and bringing the position to 3,704,409 shares worth $771M. The position accounts for 1.35% of the portfolio, ranked #10.

CAPTRUST Financial Advisors first reported a position in AMZN in Q3 2017 and has held it in 35 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • CAPTRUST Financial Advisors held 3,704,409 shares of Amazon worth $771M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 992,845 Amazon shares in Q1 2026, an estimated $219M.
  • Amazon made up 1.35% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • CAPTRUST Financial Advisors first reported a position in Amazon in Q3 2017 and has held it in 35 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.