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U.S. Capital Wealth Advisors’s Amazon AMZN Stock Holding History

U.S. 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
Q1 		$45.5M Buy
218,489
+14,985
+7% +$3.3M 1.14% 10
2025
Q4 		$47M Buy
203,504
+2,093
+1% +$479K 1.23% 8
2025
Q3 		$44.2M Buy
201,411
+3,453
+2% +$782K 1.19% 9
2025
Q2 		$43.4M Buy
197,958
+4,996
+3% +$989K 1.27% 9
2025
Q1 		$36.7M Buy
192,962
+6,569
+4% +$1.43M 1.12% 9
2024
Q4 		$40.9M Buy
186,393
+20,859
+13% +$4.27M 1.27% 9
2024
Q3 		$30.8M Buy
165,534
+6,354
+4% +$1.16M 1.09% 13
2024
Q2 		$30.8M Sell
159,180
-2,160
-1% -$397K 1.17% 11
2024
Q1 		$29.1M Buy
161,340
+9,046
+6% +$1.51M 1.12% 13
2023
Q4 		$23.1M Sell
152,294
-3,414
-2% -$479K 0.92% 15
2023
Q3 		$19.8M Sell
155,708
-8,735
-5% -$1.17M 0.89% 19
2023
Q2 		$21.4M Buy
164,443
+3,379
+2% +$386K 1.02% 17
2023
Q1 		$16.6M Buy
161,064
+17,089
+12% +$1.65M 0.77% 20
2022
Q4 		$12.1M Sell
143,975
-19,358
-12% -$1.91M 0.56% 28
2022
Q3 		$18.5M Sell
163,333
-3,439
-2% -$435K 0.93% 14
2022
Q2 		$17.7M Sell
166,772
-22,848
-12% -$2.86M 0.78% 22
2022
Q1 		$30.9M Buy
189,620
+9,820
+5% +$1.52M 1.13% 10
2021
Q4 		$30M Buy
179,800
+5,680
+3% +$972K 1.19% 11
2021
Q3 		$28.6M Buy
+174,120
New +$30M 1.24% 9

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's AMZN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Amazon (AMZN) stake by 7.4% in Q1 2026, buying an estimated $3.3M and bringing the position to 218,489 shares worth $45.5M. The position accounts for 1.14% of the portfolio, ranked #10.

U.S. Capital Wealth Advisors first reported a position in AMZN in Q3 2021 and has held it in 19 quarters since. The position peaked at $47M in Q4 2025. 6,009 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • U.S. Capital Wealth Advisors held 218,489 shares of Amazon worth $45.5M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 14,985 Amazon shares in Q1 2026, an estimated $3.3M.
  • Amazon made up 1.14% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • U.S. Capital Wealth Advisors first reported a position in Amazon in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Amazon position peaked at $47M in Q4 2025.
  • 6,009 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.