AMZN AMAZON COM INC COM COMMON

Ownership history in CAPITAL ADVISORS INC/OK  ·  67 quarters on record

AI Ownership Summary

CAPITAL ADVISORS INC/OK reported AMAZON COM INC COM COMMON (AMZN) in 67 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.02% in 2024 Q4. The latest visible filing shows AMZN at 2.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL ADVISORS INC/OK's position in AMAZON COM INC COM COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMZN was reported at 2.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPITAL ADVISORS INC/OK held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 772,208 +31,099 +4.2% 2.87% $178.2M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 741,109 +3,785 +0.5% 2.72% $162.7M 2025-10-21 $222.03
2025 Q2 ADDED 737,324 +9,990 +1.4% 2.90% $161.8M 2025-07-22 $227.47
2025 Q1 ADDED 727,334 +36,470 +5.3% 2.75% $138.4M 2025-04-29 $187.39
2024 Q4 ADDED 690,864 +8,194 +1.2% 3.02% $151.6M 2025-01-29 $237.07
2024 Q3 ADDED 682,670 +6,151 +0.9% 2.55% $127.2M 2024-10-28 $188.39
2024 Q2 ADDED 676,519 +36,868 +5.8% 2.70% $130.7M 2024-07-31 $186.98
2024 Q1 ADDED 639,651 +20,297 +3.3% 2.48% $115.4M 2024-04-29 $180.96
2023 Q4 ADDED 619,354 +62,220 +11.2% 2.11% $94.1M 2024-01-29 $161.26
58 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CAPITAL ADVISORS INC/OK and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL ADVISORS INC/OK reported owning AMZN?

CAPITAL ADVISORS INC/OK reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in CAPITAL ADVISORS INC/OK's portfolio?

The largest reported portfolio weight for AMZN was 3.02% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL ADVISORS INC/OK reported 772,208 shares, equal to 2.87% of portfolio, with an estimated market value of $178.2M.

What does the chart on this AMZN ownership page compare?

The chart compares CAPITAL ADVISORS INC/OK's quarterly AMZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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