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Castleview Partners’s Amazon AMZN Stock Holding History

Castleview Partners’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 		$1.55M Buy
6,507
+562
+9% +$141K 0.68% 29
2026
Q1 		$1.24M Sell
5,945
-2,064
-26% -$454K 0.63% 34
2025
Q4 		$1.85M Sell
8,009
-279
-3% -$63.8K 0.92% 24
2025
Q3 		$1.82M Sell
8,288
-685
-8% -$155K 0.99% 24
2025
Q2 		$1.97M Sell
8,973
-1,271
-12% -$252K 1.27% 17
2025
Q1 		$1.95M Sell
10,244
-2,842
-22% -$617K 1.32% 14
2024
Q4 		$2.88M Sell
13,086
-2,547
-16% -$521K 1.55% 6
2024
Q3 		$2.91M Sell
15,633
-370
-2% -$67.5K 1.68% 6
2024
Q2 		$3.09M Sell
16,003
-8,512
-35% -$1.56M 1.76% 6
2024
Q1 		$4.42M Buy
24,515
+4,089
+20% +$683K 2.47% 3
2023
Q4 		$3.1M Buy
20,426
+1,326
+7% +$186K 2.17% 4
2023
Q3 		$2.43M Sell
19,100
-967
-5% -$130K 2.24% 5
2023
Q2 		$2.62M Sell
20,067
-359
-2% -$41K 2.36% 6
2023
Q1 		$2.11M Buy
+20,426
New +$1.97M 1.87% 8
2022
Q4 		– Sell
-17,827
Closed -$2.01M – 647
2022
Q3 		$2.01M Buy
17,827
+16,671
+1,442% +$2.11M 1.92% 9
2022
Q2 		$2.9K Sell
1,156
-9,544
-89% -$1.19M ﹤0.01% 604
2022
Q1 		$1.74M Buy
+10,700
New +$1.65M 1.08% 12
2021
Q2 		$2.4M Buy
+13,940
New +$2.32M 1.05% 15
2018
Q1 		$813K Buy
+11,240
New +$804K 0.67% 39

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

Castleview Partners's AMZN Position: Q2 2026 in Review

Castleview Partners increased its Amazon (AMZN) stake by 9.5% in Q2 2026, buying an estimated $141K and bringing the position to 6,507 shares worth $1.55M. The position accounts for 0.68% of the portfolio, ranked #29.

Castleview Partners first reported a position in AMZN in Q1 2018 and has held it in 19 quarters since. The position peaked at $4.42M in Q1 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Castleview Partners held 6,507 shares of Amazon worth $1.55M as of Q2 2026.
  • Castleview Partners bought 562 Amazon shares in Q2 2026, an estimated $141K.
  • Amazon made up 0.68% of Castleview Partners's portfolio in Q2 2026, its #29 holding.
  • Castleview Partners first reported a position in Amazon in Q1 2018 and has held it in 19 quarters since.
  • Castleview Partners's Amazon position peaked at $4.42M in Q1 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.