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Bowie Capital Management’s Amazon AMZN Stock Holding History

Bowie Capital Management’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 		$53.1M Sell
222,864
-225,689
-50% -$56.6M 2.26% 21
2026
Q1 		$93.4M Sell
448,553
-23,989
-5% -$5.28M 3.45% 15
2025
Q4 		$109M Sell
472,542
-20,162
-4% -$4.61M 4.36% 13
2025
Q3 		$108M Sell
492,704
-42,455
-8% -$9.61M 4.7% 11
2025
Q2 		$117M Sell
535,159
-106,094
-17% -$21M 5.48% 5
2025
Q1 		$122M Buy
641,253
+197,590
+45% +$42.9M 5.72% 5
2024
Q4 		$97.3M Sell
443,663
-22,240
-5% -$4.55M 5.16% 9
2024
Q3 		$86.8M Buy
465,903
+103,753
+29% +$18.9M 4.52% 11
2024
Q2 		$70M Buy
362,150
+71,827
+25% +$13.2M 4.28% 11
2024
Q1 		$52.4M Buy
290,323
+68,990
+31% +$11.5M 3.92% 11
2023
Q4 		$33.6M Sell
221,333
-8,803
-4% -$1.23M 3.8% 14
2023
Q3 		$29.3M Sell
230,136
-933
-0.4% -$125K 2.49% 18
2023
Q2 		$30.1M Sell
231,069
-19,812
-8% -$2.26M 3.53% 14
2023
Q1 		$25.9M Sell
250,881
-1,453
-0.6% -$140K 3% 15
2022
Q4 		$21.2M Buy
252,334
+45,009
+22% +$4.45M 2.71% 18
2022
Q3 		$23.4M Buy
207,325
+21,605
+12% +$2.73M 2.47% 16
2022
Q2 		$19.7M Buy
185,720
+16,460
+10% +$2.06M 2.76% 19
2022
Q1 		$27.6M Buy
169,260
+56,000
+49% +$8.65M 3.49% 16
2021
Q4 		$18.9M Buy
113,260
+4,420
+4% +$756K 2.18% 18
2021
Q3 		$17.9M Buy
108,840
+10,440
+11% +$1.8M 1.92% 21
2021
Q2 		$16.9M Buy
98,400
+22,400
+29% +$3.72M 2.11% 20
2021
Q1 		$11.8M Buy
76,000
+52,000
+217% +$8.24M 1.59% 25
2020
Q4 		$3.91M Buy
24,000
+12,000
+100% +$1.91M 0.59% 28
2020
Q3 		$1.89M Buy
+12,000
New +$1.89M 0.3% 36

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bowie Capital Management's AMZN Position: Q2 2026 in Review

Bowie Capital Management reduced its Amazon (AMZN) stake by 50% in Q2 2026, selling an estimated $56.6M and leaving 222,864 shares worth $53.1M. The position accounts for 2.26% of the portfolio, ranked #21.

Bowie Capital Management first reported a position in AMZN in Q3 2020 and has held it in 24 quarters since. The position peaked at $122M in Q1 2025. 5,085 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Bowie Capital Management held 222,864 shares of Amazon worth $53.1M as of Q2 2026.
  • Bowie Capital Management sold 225,689 Amazon shares in Q2 2026, an estimated $56.6M.
  • Amazon made up 2.26% of Bowie Capital Management's portfolio in Q2 2026, its #21 holding.
  • Bowie Capital Management first reported a position in Amazon in Q3 2020 and has held it in 24 quarters since.
  • Bowie Capital Management's Amazon position peaked at $122M in Q1 2025.
  • 5,085 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.