Munro Partners’s Amazon AMZN Stock Holding History

Munro Partners’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
2024 Q1	–	Sell	-430,200	Closed	-$65.4M	–	58
2023 Q4	$65.4M	Buy	+430,200	New	+$60.3M	2.93%	13

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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.