CapWealth 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 | $24.6M | Buy |
103,281
+1,997
| +2% | +$501K | 1.69% | 25 |
|
|
2026
Q1 | $21.1M | Buy |
101,284
+11,604
| +13% | +$2.55M | 1.57% | 27 |
|
|
2025
Q4 | $20.7M | Buy |
89,680
+784
| +0.9% | +$179K | 1.42% | 27 |
|
|
2025
Q3 | $19.5M | Sell |
88,896
-1,141
| -1% | -$258K | 1.34% | 28 |
|
|
2025
Q2 | $19.8M | Buy |
90,037
+872
| +1% | +$173K | 1.94% | 22 |
|
|
2025
Q1 | $17M | Buy |
89,165
+4,513
| +5% | +$979K | 1.84% | 23 |
|
|
2024
Q4 | $18.6M | Buy |
84,652
+34
| +0% | +$6.96K | 2.04% | 24 |
|
|
2024
Q3 | $15.8M | Buy |
84,618
+1,945
| +2% | +$355K | 1.71% | 27 |
|
|
2024
Q2 | $16M | Sell |
82,673
-368
| -0.4% | -$67.6K | 2.02% | 23 |
|
|
2024
Q1 | $15M | Sell |
83,041
-549
| -0.7% | -$91.6K | 1.68% | 26 |
|
|
2023
Q4 | $12.7M | Buy |
83,590
+144
| +0.2% | +$20.2K | 1.55% | 28 |
|
|
2023
Q3 | $10.6M | Buy |
83,446
+849
| +1% | +$114K | 1.36% | 31 |
|
|
2023
Q2 | $10.8M | Buy |
82,597
+514
| +0.6% | +$58.7K | 1.31% | 33 |
|
|
2023
Q1 | $8.48M | Sell |
82,083
-18,808
| -19% | -$1.82M | 1.06% | 39 |
|
|
2022
Q4 | $8.47M | Buy |
100,891
+1,619
| +2% | +$160K | 1% | 38 |
|
|
2022
Q3 | $11.2M | Sell |
99,272
-3,159
| -3% | -$399K | 1.48% | 27 |
|
|
2022
Q2 | $10.9M | Sell |
102,431
-49
| -0% | -$6.13K | 1.31% | 32 |
|
|
2022
Q1 | $16.7M | Buy |
102,480
+260
| +0.3% | +$40.2K | 1.71% | 20 |
|
|
2021
Q4 | $17M | Buy |
102,220
+460
| +0.5% | +$78.7K | 1.73% | 22 |
|
|
2021
Q3 | $16.7M | Sell |
101,760
-15,060
| -13% | -$2.6M | 1.83% | 21 |
|
|
2021
Q2 | $20.1M | Buy |
116,820
+2,440
| +2% | +$406K | 2.18% | 15 |
|
|
2021
Q1 | $17.7M | Buy |
114,380
+640
| +0.6% | +$101K | 2.01% | 19 |
|
|
2020
Q4 | $18.5M | Buy |
113,740
+340
| +0.3% | +$54.3K | 2.21% | 15 |
|
|
2020
Q3 | $17.9M | Sell |
113,400
-80
| -0.1% | -$12.6K | 2.38% | 13 |
|
|
2020
Q2 | $15.7M | Buy |
113,480
+3,880
| +4% | +$469K | 2.21% | 13 |
|
|
2020
Q1 | $10.7M | Buy |
109,600
+7,700
| +8% | +$745K | 1.88% | 19 |
|
|
2019
Q4 | $9.41M | Buy |
101,900
+1,060
| +1% | +$93.8K | 1.18% | 35 |
|
|
2019
Q3 | $8.75M | Buy |
100,840
+440
| +0.4% | +$40.8K | 1.16% | 33 |
|
|
2019
Q2 | $9.51M | Buy |
100,400
+1,060
| +1% | +$98.7K | 1.36% | 28 |
|
|
2019
Q1 | $8.85M | Buy |
99,340
+2,720
| +3% | +$226K | 1.36% | 27 |
|
|
2018
Q4 | $7.26M | Sell |
96,620
-12,820
| -12% | -$1.07M | 1.28% | 31 |
|
|
2018
Q3 | $11M | Buy |
109,440
+3,080
| +3% | +$290K | 1.8% | 19 |
|
|
2018
Q2 | $9.04M | Sell |
106,360
-22,420
| -17% | -$1.78M | 1.62% | 21 |
|
|
2018
Q1 | $9.32M | Sell |
128,780
-83,320
| -39% | -$5.96M | 1.8% | 22 |
|
|
2017
Q4 | $12.4M | Buy |
212,100
+120
| +0.1% | +$6.6K | 2.23% | 15 |
|
|
2017
Q3 | $10.2M | Sell |
211,980
-2,720
| -1% | -$134K | 1.96% | 19 |
|
|
2017
Q2 | $10.4M | Buy |
214,700
+140
| +0.1% | +$6.68K | 2.08% | 20 |
|
|
2017
Q1 | $9.51M | Buy |
214,560
+1,840
| +0.9% | +$76.7K | 1.95% | 21 |
|
|
2016
Q4 | $7.98M | Buy |
212,720
+14,860
| +8% | +$582K | 1.73% | 23 |
|
|
2016
Q3 | $8.28M | Sell |
197,860
-940
| -0.5% | -$36K | 1.99% | 19 |
|
|
2016
Q2 | $7.11M | Sell |
198,800
-440
| -0.2% | -$14.9K | 1.74% | 25 |
|
|
2016
Q1 | $5.91M | Sell |
199,240
-15,680
| -7% | -$445K | 1.5% | 26 |
|
|
2015
Q4 | $7.26M | Buy |
214,920
+1,420
| +0.7% | +$44.8K | 1.76% | 22 |
|
|
2015
Q3 | $5.46M | Buy |
213,500
+31,920
| +18% | +$807K | 1.37% | 29 |
|
|
2015
Q2 | $3.94M | Buy |
181,580
+12,140
| +7% | +$254K | 0.93% | 39 |
|
|
2015
Q1 | $3.15M | Buy |
169,440
+38,100
| +29% | +$670K | 0.74% | 46 |
|
|
2014
Q4 | $2.04M | Sell |
131,340
-7,920
| -6% | -$123K | 0.48% | 51 |
|
|
2014
Q3 | $2.25M | Buy |
139,260
+17,220
| +14% | +$286K | 0.51% | 51 |
|
|
2014
Q2 | $1.98M | Buy |
122,040
+5,200
| +4% | +$82.3K | 0.45% | 53 |
|
|
2014
Q1 | $1.97M | Buy |
116,840
+31,300
| +37% | +$581K | 0.53% | 45 |
|
|
2013
Q4 | $1.71M | Sell |
85,540
-21,000
| -20% | -$378K | 0.43% | 50 |
|
|
2013
Q3 | $1.67M | Buy |
106,540
+700
| +0.7% | +$10.4K | 0.46% | 47 |
|
|
2013
Q2 | $1.47M | Buy |
+105,840
| New | +$1.41M | 0.43% | 51 |
|
Other funds holding AMZN
CapWealth Advisors's AMZN Position: Q2 2026 in Review
CapWealth Advisors increased its Amazon (AMZN) stake by 2% in Q2 2026, buying an estimated $501K and bringing the position to 103,281 shares worth $24.6M. The position accounts for 1.69% of the portfolio, ranked #25.
CapWealth Advisors first reported a position in AMZN in Q2 2013 and has held it in 53 quarters since. 6,103 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- CapWealth Advisors held 103,281 shares of Amazon worth $24.6M as of Q2 2026.
- CapWealth Advisors bought 1,997 Amazon shares in Q2 2026, an estimated $501K.
- Amazon made up 1.69% of CapWealth Advisors's portfolio in Q2 2026, its #25 holding.
- CapWealth Advisors first reported a position in Amazon in Q2 2013 and has held it in 53 quarters since.
- 6,103 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.