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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kapstone Financial Advisors's AMZN Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $204K and bringing the position to 9,058 shares worth $1.89M. The position accounts for 0.92% of the portfolio, ranked #23.

Kapstone Financial Advisors first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.94M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Kapstone Financial Advisors held 9,058 shares of Amazon worth $1.89M as of Q1 2026.
  • Kapstone Financial Advisors bought 926 Amazon shares in Q1 2026, an estimated $204K.
  • Amazon made up 0.92% of Kapstone Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • Kapstone Financial Advisors first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • Kapstone Financial Advisors's Amazon position peaked at $1.94M in Q2 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.