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
2026 Q2	$262K	Sell	1,100 -100	-8%	-$25.1K	﹤0.01%	2691
2026 Q1	$250K	Buy	+1,200	New	+$264K	﹤0.01%	2526

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAPTRUST Financial Advisors's AMZN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Amazon (AMZN) stake by 5.3% in Q2 2026, buying an estimated $49.2M and bringing the position to 3,900,375 shares worth $930M. The position accounts for 1.42% of the portfolio, ranked #10.

CAPTRUST Financial Advisors first reported a position in AMZN in Q3 2017 and has held it in 36 quarters since. 6,138 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

CAPTRUST Financial Advisors held 3,900,375 shares of Amazon worth $930M as of Q2 2026.
CAPTRUST Financial Advisors bought 195,966 Amazon shares in Q2 2026, an estimated $49.2M.
Amazon made up 1.42% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #10 holding.
CAPTRUST Financial Advisors first reported a position in Amazon in Q3 2017 and has held it in 36 quarters since.
6,138 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.