Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$92.9M Sell
389,589
-82,101
-17% -$20.6M 5.33% 7
2026
Q1
$98.2M Buy
471,690
+103,290
+28% +$22.7M 7.31% 4
2025
Q4
$85M Buy
+368,400
New +$84.3M 14.99% 3
2025
Q1
$143M Buy
+751,300
New +$163M 11% 3

Other funds holding AMZN

PBCay One's AMZN Position: Q2 2026 in Review

PBCay One reduced its Amazon (AMZN) stake by 17% in Q2 2026, selling an estimated $20.6M and leaving 389,589 shares worth $92.9M. The position accounts for 5.33% of the portfolio, ranked #7.

PBCay One first reported a position in AMZN in Q1 2025 and has held it in 4 quarters since. The position peaked at $143M in Q1 2025. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • PBCay One held 389,589 shares of Amazon worth $92.9M as of Q2 2026.
  • PBCay One sold 82,101 Amazon shares in Q2 2026, an estimated $20.6M.
  • Amazon made up 5.33% of PBCay One's portfolio in Q2 2026, its #7 holding.
  • PBCay One first reported a position in Amazon in Q1 2025 and has held it in 4 quarters since.
  • PBCay One's Amazon position peaked at $143M in Q1 2025.
  • 6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on PBCay One's 13F filing for Q2 2026, filed 27 Jul 2026.