Munro Partners’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 | $166M | Sell |
798,898
-126,275
| -14% | -$27.8M | 5.64% | 3 |
|
|
2025
Q4 | $214M | Buy |
925,173
+6,385
| +0.7% | +$1.46M | 5.55% | 3 |
|
|
2025
Q3 | $202M | Buy |
918,788
+109,275
| +13% | +$24.7M | 5.47% | 2 |
|
|
2025
Q2 | $178M | Sell |
809,513
-16,989
| -2% | -$3.36M | 5.53% | 3 |
|
|
2025
Q1 | $157M | Buy |
826,502
+6,920
| +0.8% | +$1.5M | 7.36% | 1 |
|
|
2024
Q4 | $180M | Sell |
819,582
-234,250
| -22% | -$47.9M | 5.97% | 3 |
|
|
2024
Q3 | $196M | Sell |
1,053,832
-150,365
| -12% | -$27.4M | 7.15% | 3 |
|
|
2024
Q2 | $233M | Buy |
1,204,197
+2,080
| +0.2% | +$382K | 8.62% | 2 |
|
|
2024
Q1 | $217M | Buy |
1,202,117
+29,780
| +3% | +$4.97M | 7.77% | 3 |
|
|
2023
Q4 | $178M | Sell |
1,172,337
-110,745
| -9% | -$15.5M | 7.97% | 2 |
|
|
2023
Q3 | $163M | Buy |
1,283,082
+219,064
| +21% | +$29.4M | 8.23% | 2 |
|
|
2023
Q2 | $139M | Buy |
1,064,018
+454,875
| +75% | +$51.9M | 6.39% | 4 |
|
|
2023
Q1 | $62.9M | Sell |
609,143
-54,010
| -8% | -$5.22M | 3.08% | 17 |
|
|
2022
Q4 | $55.7M | Sell |
663,153
-88,677
| -12% | -$8.76M | 3.19% | 17 |
|
|
2022
Q3 | $85M | Buy |
751,830
+58,180
| +8% | +$7.35M | 5.04% | 8 |
|
|
2022
Q2 | $73.7M | Sell |
693,650
-307,570
| -31% | -$38.5M | 4.33% | 11 |
|
|
2022
Q1 | $163M | Sell |
1,001,220
-672,000
| -40% | -$104M | 5.86% | 6 |
|
|
2021
Q4 | $279M | Buy |
1,673,220
+398,400
| +31% | +$68.2M | 7.8% | 1 |
|
|
2021
Q3 | $209M | Sell |
1,274,820
-112,200
| -8% | -$19.4M | 7.17% | 2 |
|
|
2021
Q2 | $239M | Buy |
1,387,020
+89,200
| +7% | +$14.8M | 8.22% | 1 |
|
|
2021
Q1 | $201M | Buy |
1,297,820
+287,760
| +28% | +$45.6M | 8.64% | 1 |
|
|
2020
Q4 | $164M | Buy |
1,010,060
+165,580
| +20% | +$26.4M | 7.13% | 2 |
|
|
2020
Q3 | $133M | Buy |
844,480
+160,080
| +23% | +$25.2M | 8.67% | 2 |
|
|
2020
Q2 | $94.4M | Buy |
684,400
+99,660
| +17% | +$12M | 10.64% | 1 |
|
|
2020
Q1 | $57M | Buy |
584,740
+158,000
| +37% | +$15.3M | 11.65% | 1 |
|
|
2019
Q4 | $39.4M | Sell |
426,740
-57,220
| -12% | -$5.06M | 5.58% | 4 |
|
|
2019
Q3 | $42M | Sell |
483,960
-82,000
| -14% | -$7.6M | 6.93% | 3 |
|
|
2019
Q2 | $53.6M | Sell |
565,960
-36,000
| -6% | -$3.35M | 9.19% | 1 |
|
|
2019
Q1 | $53.6M | Buy |
601,960
+469,300
| +354% | +$39.1M | 8% | 2 |
|
|
2018
Q4 | $9.96M | Buy |
132,660
+19,260
| +17% | +$1.6M | 8.92% | 3 |
|
|
2018
Q3 | $11.4M | Buy |
+113,400
| New | +$10.7M | 6.62% | 2 |
|
Other funds holding AMZN
VCM
VPM
Munro Partners's AMZN Position: Q1 2026 in Review
Munro Partners reduced its Amazon (AMZN) stake by 14% in Q1 2026, selling an estimated $27.8M and leaving 798,898 shares worth $166M. The position accounts for 5.64% of the portfolio, ranked #3.
Munro Partners first reported a position in AMZN in Q3 2018 and has held it in 31 quarters since. The position peaked at $279M in Q4 2021. 5,995 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Munro Partners held 798,898 shares of Amazon worth $166M as of Q1 2026.
- Munro Partners sold 126,275 Amazon shares in Q1 2026, an estimated $27.8M.
- Amazon made up 5.64% of Munro Partners's portfolio in Q1 2026, its #3 holding.
- Munro Partners first reported a position in Amazon in Q3 2018 and has held it in 31 quarters since.
- Munro Partners's Amazon position peaked at $279M in Q4 2021.
- 5,995 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.