MSH Capital Advisors
AMZN icon

MSH Capital Advisors’s Amazon AMZN Stock Holding History

MSH 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
Q3 		$7.28M Buy
29,227
+4,905
+20% +$1.25M 1.13% 16
2026
Q2 		$5.8M Buy
24,322
+3,646
+18% +$915K 1.01% 20
2026
Q1 		$4.31M Buy
20,676
+2,599
+14% +$572K 0.91% 26
2025
Q4 		$4.17M Buy
18,077
+5,933
+49% +$1.36M 0.89% 26
2025
Q3 		$2.67M Sell
12,144
-759
-6% -$172K 0.71% 37
2025
Q2 		$2.83M Buy
12,903
+1,252
+11% +$248K 0.82% 34
2025
Q1 		$2.22M Sell
11,651
-568
-5% -$123K 0.69% 44
2024
Q4 		$2.68M Buy
12,219
+139
+1% +$28.4K 0.84% 34
2024
Q3 		$2.25M Sell
12,080
-82
-0.7% -$15K 0.69% 43
2024
Q2 		$2.35M Buy
12,162
+237
+2% +$43.5K 0.79% 36
2024
Q1 		$2.15M Buy
11,925
+17
+0.1% +$2.84K 0.76% 40
2023
Q4 		$1.81M Sell
11,908
-2,773
-19% -$389K 0.68% 48
2023
Q3 		$1.87M Sell
14,681
-994
-6% -$133K 0.73% 43
2023
Q2 		$2.04M Sell
15,675
-120
-0.8% -$13.7K 0.75% 42
2023
Q1 		$1.63M Sell
15,795
-708
-4% -$68.4K 0.7% 48
2022
Q4 		$1.39M Sell
16,503
-132
-0.8% -$13K 0.63% 57
2022
Q3 		$1.88M Sell
16,635
-1,692
-9% -$214K 0.93% 32
2022
Q2 		$1.95M Buy
18,327
+4,167
+29% +$521K 0.9% 30
2022
Q1 		$2.31M Buy
14,160
+3,940
+39% +$609K 0.95% 29
2021
Q4 		$1.7M Buy
+10,220
New +$1.75M 0.76% 47

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

MSH Capital Advisors's AMZN Position: Q3 2026 in Review

MSH Capital Advisors increased its Amazon (AMZN) stake by 20% in Q3 2026, buying an estimated $1.25M and bringing the position to 29,227 shares worth $7.28M. The position accounts for 1.13% of the portfolio, ranked #16.

MSH Capital Advisors first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • MSH Capital Advisors held 29,227 shares of Amazon worth $7.28M as of Q3 2026.
  • MSH Capital Advisors bought 4,905 Amazon shares in Q3 2026, an estimated $1.25M.
  • Amazon made up 1.13% of MSH Capital Advisors's portfolio in Q3 2026, its #16 holding.
  • MSH Capital Advisors first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.