Capwealth Advisors, LLC / AMZN
Capwealth Advisors, LLC’s Amazon Com Inc Position
Does Capwealth Advisors, LLC own Amazon Com Inc (AMZN)? Yes — 101.3K shares worth $21M (+1.57% of its 13F portfolio) as of Q1 2026, up from 89.7K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
101.3K
% of Portfolio
+1.57%
Quarters Held
30
currently held
Position History AMZN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 101.3K | $21M | +1.57% |
| Q4 2025 | 89.7K | $21M | +1.42% |
| Q3 2025 | 177.8K | $39M | +1.52% |
| Q2 2025 | 90.0K | $20M | +1.94% |
| Q1 2025 | 89.2K | $17M | +1.84% |
| Q4 2024 | 84.7K | $19M | +2.04% |
| Q3 2024 | 84.6K | $16M | +1.71% |
| Q2 2024 | 82.7K | $16M | +2.02% |
| Q1 2024 | 83.0K | $15M | +1.68% |
| Q4 2023 | 83.6K | $13M | +1.55% |
| Q3 2023 | 83.4K | $11M | +1.36% |
| Q2 2023 | 82.6K | $11M | +1.31% |
| Q1 2023 | 82.1K | $8M | +1.06% |
| Q4 2022 | 100.9K | $8M | +1.00% |
| Q3 2022 | 99.3K | $11M | +1.48% |
| Q2 2022 | 102.4K | $11M | +1.31% |
| Q1 2022 | 5.1K | $17M | +1.71% |
| Q4 2021 | 5.1K | $17M | +1.73% |
| Q3 2021 | 5.1K | $17M | +1.83% |
| Q2 2021 | 5.8K | $20M | +2.18% |
| Q1 2021 | 5.7K | $18M | +2.01% |
| Q4 2020 | 5.7K | $19M | +2.21% |
| Q3 2020 | 5.7K | $18M | +2.38% |
| Q2 2020 | 5.7K | $16M | +2.21% |
| Q1 2020 | 5.5K | $11M | +1.88% |
| Q4 2019 | 5.1K | $9M | +1.18% |
| Q3 2019 | 5.0K | $9M | +1.16% |
| Q2 2019 | 5.0K | $10M | +1.36% |
| Q1 2019 | 5.0K | $9M | +1.36% |
| Q4 2018 | 4.8K | $7M | +1.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of AMZN.