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Fortis Capital Advisors’s Amazon AMZN Stock Holding History

Fortis Capital 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 		$16.7M Buy
70,098
+3,320
+5% +$833K 1.88% 12
2026
Q1 		$13.9M Buy
66,778
+14,819
+29% +$3.26M 1.82% 13
2025
Q4 		$12M Buy
51,959
+1,078
+2% +$247K 1.77% 14
2025
Q3 		$11.2M Buy
50,881
+5,176
+11% +$1.17M 1.77% 14
2025
Q2 		$10M Buy
45,705
+354
+0.8% +$70.1K 1.79% 14
2025
Q1 		$8.63M Sell
45,351
-147
-0.3% -$31.9K 1.75% 14
2024
Q4 		$8.12M Buy
45,498
+656
+1% +$134K 2.78% 7
2024
Q3 		$8.36M Sell
44,842
-851
-2% -$155K 2.79% 6
2024
Q2 		$8.83M Buy
45,693
+6,446
+16% +$1.18M 3.19% 7
2024
Q1 		$7.08M Buy
39,247
+9,104
+30% +$1.52M 2.98% 7
2023
Q4 		$4.58M Buy
30,143
+7,298
+32% +$1.02M 2.45% 8
2023
Q3 		$2.9M Sell
22,845
-1,250
-5% -$167K 1.86% 13
2023
Q2 		$3.14M Sell
24,095
-1,523
-6% -$174K 1.84% 11
2023
Q1 		$2.65M Sell
25,618
-4,282
-14% -$414K 1.42% 14
2022
Q4 		$2.51M Buy
+29,900
New +$2.95M 1.49% 13

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

Fortis Capital Advisors's AMZN Position: Q2 2026 in Review

Fortis Capital Advisors increased its Amazon (AMZN) stake by 5% in Q2 2026, buying an estimated $833K and bringing the position to 70,098 shares worth $16.7M. The position accounts for 1.88% of the portfolio, ranked #12.

Fortis Capital Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Fortis Capital Advisors held 70,098 shares of Amazon worth $16.7M as of Q2 2026.
  • Fortis Capital Advisors bought 3,320 Amazon shares in Q2 2026, an estimated $833K.
  • Amazon made up 1.88% of Fortis Capital Advisors's portfolio in Q2 2026, its #12 holding.
  • Fortis Capital Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.