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Pacific Capital Wealth Advisors’s Amazon AMZN Stock Holding History

Pacific Capital Wealth 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 		$1.2M Hold
5,044
– – 0.18% 38
2026
Q1 		$1.05M Buy
5,044
+158
+3% +$34.8K 0.18% 38
2025
Q4 		$1.13M Sell
4,886
-174
-3% -$39.8K 0.19% 36
2025
Q3 		$1.11M Sell
5,060
-938
-16% -$212K 0.19% 35
2025
Q2 		$1.34M Sell
5,998
-341
-5% -$67.5K 0.25% 32
2025
Q1 		$1.21M Hold
6,339
– – 0.21% 37
2024
Q4 		$1.39M Sell
6,339
-62
-1% -$12.7K 0.23% 38
2024
Q3 		$1.19M Buy
6,401
+284
+5% +$51.8K 0.2% 38
2024
Q2 		$1.18M Buy
6,117
+1,185
+24% +$218K 0.22% 35
2024
Q1 		$890K Buy
4,932
+46
+0.9% +$7.68K 0.21% 38
2023
Q4 		$742K Buy
4,886
+82
+2% +$11.5K 0.19% 41
2023
Q3 		$611K Hold
4,804
– – 0.17% 44
2023
Q2 		$626K Buy
4,804
+20
+0.4% +$2.28K 0.16% 46
2023
Q1 		$494K Buy
4,784
+880
+23% +$85K 0.13% 56
2022
Q4 		$328K Sell
3,904
-2,706
-41% -$267K 0.08% 68
2022
Q3 		$747K Buy
6,610
+70
+1% +$8.85K 0.2% 53
2022
Q2 		$695K Buy
6,540
+4,480
+217% +$561K 0.19% 56
2022
Q1 		$336K Sell
2,060
-60
-3% -$9.27K 0.1% 73
2021
Q4 		$353K Buy
+2,120
New +$363K 0.1% 73
2020
Q4 		– Sell
-1,080
Closed -$170K – 73
2020
Q3 		$170K Buy
+1,080
New +$170K 0.1% 66

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Pacific Capital Wealth Advisors's AMZN Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Amazon (AMZN) position steady in Q2 2026 at 5,044 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #38.

Pacific Capital Wealth Advisors first reported a position in AMZN in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.39M in Q4 2024. 1,228 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Pacific Capital Wealth Advisors held 5,044 shares of Amazon worth $1.2M as of Q2 2026.
  • Pacific Capital Wealth Advisors left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.18% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Pacific Capital Wealth Advisors first reported a position in Amazon in Q3 2020 and has held it in 20 quarters since.
  • Pacific Capital Wealth Advisors's Amazon position peaked at $1.39M in Q4 2024.
  • 1,228 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.