Patient Capital Management’s Amazon AMZN Stock Holding History

Patient 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
2022 Q1	–	Sell	-280,000	Closed	-$46.7M	–	46
2021 Q4	$46.7M	Buy	+280,000	New	+$47.9M	13.45%	1

Other funds holding AMZN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Patient Capital Management increased its Amazon (AMZN) stake by 4.1% in Q2 2026, buying an estimated $6.68M and bringing the position to 681,047 shares worth $162M. The position accounts for 5.32% of the portfolio, ranked #5.

Patient Capital Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Patient Capital Management held 681,047 shares of Amazon worth $162M as of Q2 2026.
Patient Capital Management bought 26,628 Amazon shares in Q2 2026, an estimated $6.68M.
Amazon made up 5.32% of Patient Capital Management's portfolio in Q2 2026, its #5 holding.
Patient Capital Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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