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Kapstone Financial Advisors’s Amazon AMZN Stock Holding History

Kapstone 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 		$2.18M Buy
9,142
+84
+0.9% +$21.1K 0.91% 22
2026
Q1 		$1.89M Buy
9,058
+926
+11% +$204K 0.92% 23
2025
Q4 		$1.88M Sell
8,132
-449
-5% -$103K 0.93% 23
2025
Q3 		$1.88M Sell
8,581
-252
-3% -$57K 0.89% 22
2025
Q2 		$1.94M Buy
8,833
+144
+2% +$28.5K 0.97% 20
2025
Q1 		$1.65M Buy
8,689
+1,160
+15% +$252K 0.94% 20
2024
Q4 		$1.78M Sell
7,529
-531
-7% -$109K 0.95% 21
2024
Q3 		$1.52M Buy
8,060
+75
+0.9% +$13.7K 0.92% 22
2024
Q2 		$1.54M Hold
7,985
– – 1.01% 20
2024
Q1 		$1.44M Buy
7,985
+330
+4% +$55.1K 0.98% 22
2023
Q4 		$1.21M Buy
7,655
+387
+5% +$54.2K 0.95% 23
2023
Q3 		$924K Sell
7,268
-365
-5% -$48.9K 0.83% 27
2023
Q2 		$1.01M Buy
7,633
+103
+1% +$11.8K 0.83% 25
2023
Q1 		$771K Buy
7,530
+650
+9% +$62.8K 0.7% 30
2022
Q4 		$777K Buy
+6,880
New +$680K 0.71% 28

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

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

Kapstone Financial Advisors increased its Amazon (AMZN) stake by 0.93% in Q2 2026, buying an estimated $21.1K and bringing the position to 9,142 shares worth $2.18M. The position accounts for 0.91% of the portfolio, ranked #22.

Kapstone Financial Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kapstone Financial Advisors held 9,142 shares of Amazon worth $2.18M as of Q2 2026.
  • Kapstone Financial Advisors bought 84 Amazon shares in Q2 2026, an estimated $21.1K.
  • Amazon made up 0.91% of Kapstone Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Kapstone Financial Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.