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CSM Advisors’s Amazon AMZN Stock Holding History

CSM 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 		$126M Buy
528,300
+214,111
+68% +$53.7M 2.69% 3
2026
Q1 		$65.4M Buy
314,189
+223,327
+246% +$49.2M 1.61% 9
2025
Q4 		$21M Buy
90,862
+1,148
+1% +$263K 0.57% 54
2025
Q3 		$19.7M Sell
89,714
-43,085
-32% -$9.75M 0.55% 52
2025
Q2 		$29.1M Buy
132,799
+1,465
+1% +$290K 0.85% 27
2025
Q1 		$25M Buy
131,334
+23,315
+22% +$5.06M 1.36% 16
2024
Q4 		$23.7M Sell
108,019
-3,600
-3% -$737K 1.11% 20
2024
Q3 		$20.8M Sell
111,619
-7,001
-6% -$1.28M 1.36% 24
2024
Q2 		$22.9M Sell
118,620
-1,645
-1% -$302K 1.62% 16
2024
Q1 		$21.7M Buy
120,265
+114,365
+1,938% +$19.1M 1.42% 20
2023
Q4 		$898K Hold
5,900
– – 0.06% 112
2023
Q3 		$749K Hold
5,900
– – 0.07% 106
2023
Q2 		$768K Sell
5,900
-230
-4% -$26.3K 0.06% 114
2023
Q1 		$635K Hold
6,130
– – 0.05% 112
2022
Q4 		$514K Buy
6,130
+170
+3% +$16.8K 0.05% 117
2022
Q3 		$674K Buy
5,960
+500
+9% +$63.2K 0.07% 103
2022
Q2 		$579K Buy
5,460
+1,700
+45% +$213K 0.05% 101
2022
Q1 		$613K Hold
3,760
– – 0.04% 105
2021
Q4 		$626K Buy
3,760
+460
+14% +$78.7K 0.04% 126
2021
Q3 		$542K Hold
3,300
– – 0.04% 124
2021
Q2 		$568K Buy
+3,300
New +$548K 0.04% 126

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

CSM Advisors's AMZN Position: Q2 2026 in Review

CSM Advisors increased its Amazon (AMZN) stake by 68% in Q2 2026, buying an estimated $53.7M and bringing the position to 528,300 shares worth $126M. The position accounts for 2.69% of the portfolio, ranked #3.

CSM Advisors first reported a position in AMZN in Q2 2021 and has held it in 21 quarters since. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • CSM Advisors held 528,300 shares of Amazon worth $126M as of Q2 2026.
  • CSM Advisors bought 214,111 Amazon shares in Q2 2026, an estimated $53.7M.
  • Amazon made up 2.69% of CSM Advisors's portfolio in Q2 2026, its #3 holding.
  • CSM Advisors first reported a position in Amazon in Q2 2021 and has held it in 21 quarters since.
  • 6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.