Bourgeon Capital Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.1M | Buy |
72,426
+4,337
| +6% | +$955K | 2.61% | 10 |
|
|
2025
Q4 | $15.7M | Sell |
68,089
-1,129
| -2% | -$258K | 2.54% | 12 |
|
|
2025
Q3 | $15.2M | Sell |
69,218
-350
| -0.5% | -$79.2K | 2.74% | 8 |
|
|
2025
Q2 | $15.3M | Buy |
69,568
+1,550
| +2% | +$307K | 3.01% | 5 |
|
|
2025
Q1 | $12.9M | Sell |
68,018
-699
| -1% | -$152K | 2.79% | 5 |
|
|
2024
Q4 | $15.1M | Sell |
68,717
-257
| -0.4% | -$52.6K | 2.82% | 5 |
|
|
2024
Q3 | $12.9M | Sell |
68,974
-396
| -0.6% | -$72.3K | 2.47% | 11 |
|
|
2024
Q2 | $13.4M | Buy |
69,370
+946
| +1% | +$174K | 2.63% | 10 |
|
|
2024
Q1 | $12.3M | Buy |
68,424
+695
| +1% | +$116K | 2.41% | 12 |
|
|
2023
Q4 | $10.3M | Buy |
67,729
+212
| +0.3% | +$29.7K | 2.27% | 13 |
|
|
2023
Q3 | $8.58M | Sell |
67,517
-153
| -0.2% | -$20.5K | 2.01% | 18 |
|
|
2023
Q2 | $8.82M | Sell |
67,670
-410
| -0.6% | -$46.8K | 2.06% | 18 |
|
|
2023
Q1 | $7.03M | Buy |
68,080
+66,160
| +3,446% | +$6.39M | 1.67% | 26 |
|
|
2022
Q4 | $161K | Sell |
1,920
-63
| -3% | -$6.22K | 0.04% | 106 |
|
|
2022
Q3 | $224K | Buy |
1,983
+63
| +3% | +$7.96K | 0.06% | 82 |
|
|
2022
Q2 | $204K | Buy |
1,920
+20
| +1% | +$2.5K | 0.05% | 87 |
|
|
2022
Q1 | $310K | Buy |
1,900
+540
| +40% | +$83.4K | 0.07% | 82 |
|
|
2021
Q4 | $227K | Sell |
1,360
-20
| -1% | -$3.42K | 0.05% | 105 |
|
|
2021
Q3 | $227K | Hold |
1,380
| – | – | 0.05% | 103 |
|
|
2021
Q2 | $237K | Buy |
1,380
+140
| +11% | +$23.3K | 0.05% | 105 |
|
|
2021
Q1 | $192K | Buy |
1,240
+140
| +13% | +$22.2K | 0.04% | 114 |
|
|
2020
Q4 | $179K | Sell |
1,100
-20
| -2% | -$3.19K | 0.04% | 105 |
|
|
2020
Q3 | $176K | Sell |
1,120
-20
| -2% | -$3.15K | 0.05% | 92 |
|
|
2020
Q2 | $157K | Hold |
1,140
| – | – | 0.06% | 81 |
|
|
2020
Q1 | $111K | Buy |
1,140
+60
| +6% | +$5.81K | 0.06% | 80 |
|
|
2019
Q4 | $100K | Hold |
1,080
| – | – | 0.05% | 91 |
|
|
2019
Q3 | $94K | Buy |
+1,080
| New | +$100K | 0.05% | 88 |
|
|
2018
Q4 | – | Sell |
-10,160
| Closed | -$1.02M | – | 68 |
|
|
2018
Q3 | $1.02M | Hold |
10,160
| – | – | 0.53% | 38 |
|
|
2018
Q2 | $863K | Hold |
10,160
| – | – | 0.46% | 39 |
|
|
2018
Q1 | $735K | Sell |
10,160
-640
| -6% | -$45.8K | 0.4% | 46 |
|
|
2017
Q4 | $632K | Hold |
10,800
| – | – | 0.35% | 53 |
|
|
2017
Q3 | $519K | Buy |
10,800
+1,140
| +12% | +$56K | 0.31% | 57 |
|
|
2017
Q2 | $468K | Buy |
9,660
+4,700
| +95% | +$224K | 0.29% | 56 |
|
|
2017
Q1 | $220K | Buy |
+4,960
| New | +$207K | 0.14% | 74 |
|
Other funds holding AMZN
VCM
VPM
Bourgeon Capital Management's AMZN Position: Q1 2026 in Review
Bourgeon Capital Management increased its Amazon (AMZN) stake by 6.4% in Q1 2026, buying an estimated $955K and bringing the position to 72,426 shares worth $15.1M. The position accounts for 2.61% of the portfolio, ranked #10.
Bourgeon Capital Management first reported a position in AMZN in Q1 2017 and has held it in 34 quarters since. The position peaked at $15.7M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Bourgeon Capital Management held 72,426 shares of Amazon worth $15.1M as of Q1 2026.
- Bourgeon Capital Management bought 4,337 Amazon shares in Q1 2026, an estimated $955K.
- Amazon made up 2.61% of Bourgeon Capital Management's portfolio in Q1 2026, its #10 holding.
- Bourgeon Capital Management first reported a position in Amazon in Q1 2017 and has held it in 34 quarters since.
- Bourgeon Capital Management's Amazon position peaked at $15.7M in Q4 2025.
- 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.