Crow's Nest Holdings’s Amazon AMZN Stock Holding History

Crow's Nest Holdings’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	$56.2M	Sell	270,000 -60,000	-18%	-$13.2M	13.15%	3
2025 Q4	$76.2M	Sell	330,000 -42,250	-11%	-$9.67M	17.34%	1
2025 Q3	$81.7M	Sell	372,250 -87,750	-19%	-$19.9M	17.03%	1
2025 Q2	$101M	Sell	460,000 -37,000	-7%	-$7.32M	22.25%	1
2025 Q1	$94.6M	Sell	497,000 -53,000	-10%	-$11.5M	23.39%	1
2024 Q4	$121M	Sell	550,000 -130,000	-19%	-$26.6M	25.46%	1
2024 Q3	$127M	Buy	680,000 +130,000	+24%	+$23.7M	23.39%	1
2024 Q2	$106M	Sell	550,000 -20,000	-4%	-$3.67M	23.9%	1
2024 Q1	$103M	Buy	570,000 +20,000	+4%	+$3.34M	19.81%	1
2023 Q4	$83.6M	Sell	550,000 -120,000	-18%	-$16.8M	18.63%	1
2023 Q3	$85.2M	Sell	670,000 -7,000	-1%	-$938K	21.66%	1
2023 Q2	$88.3M	Hold	677,000	–	–	20.92%	1
2023 Q1	$69.9M	Sell	677,000 -149,300	-18%	-$14.4M	19.3%	2
2022 Q4	$69.4M	Buy	826,300 +229,500	+38%	+$22.7M	23.03%	1
2022 Q3	$67.4M	Sell	596,800 -80,000	-12%	-$10.1M	24.43%	1
2022 Q2	$71.9M	Buy	676,800 +276,500	+69%	+$34.6M	25.69%	1
2022 Q1	$65.2M	Buy	400,300 +316,300	+377%	+$48.9M	16.46%	2
2021 Q4	$14M	Buy	+84,000	New	+$14.4M	10.83%	4

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Crow's Nest Holdings's AMZN Position: Q1 2026 in Review

Crow's Nest Holdings reduced its Amazon (AMZN) stake by 18% in Q1 2026, selling an estimated $13.2M and leaving 270,000 shares worth $56.2M. The position accounts for 13.15% of the portfolio, ranked #3.

Crow's Nest Holdings first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $127M in Q3 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Crow's Nest Holdings held 270,000 shares of Amazon worth $56.2M as of Q1 2026.
Crow's Nest Holdings sold 60,000 Amazon shares in Q1 2026, an estimated $13.2M.
Amazon made up 13.15% of Crow's Nest Holdings's portfolio in Q1 2026, its #3 holding.
Crow's Nest Holdings first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
Crow's Nest Holdings's Amazon position peaked at $127M in Q3 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Crow's Nest Holdings's 13F filing for Q1 2026, filed 15 May 2026.