Poehling Capital Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.62M | Sell |
31,986
-1,790
| -5% | -$449K | 1.64% | 12 |
|
|
2026
Q1 | $7.03M | Sell |
33,776
-45
| -0.1% | -$9.91K | 1.48% | 17 |
|
|
2025
Q4 | $7.81M | Buy |
33,821
+827
| +3% | +$189K | 1.6% | 18 |
|
|
2025
Q3 | $7.24M | Buy |
32,994
+212
| +0.6% | +$48K | 1.52% | 17 |
|
|
2025
Q2 | $7.19M | Buy |
32,782
+303
| +0.9% | +$60K | 1.68% | 15 |
|
|
2025
Q1 | $6.18M | Sell |
32,479
-74
| -0.2% | -$16.1K | 1.56% | 16 |
|
|
2024
Q4 | $7.14M | Sell |
32,553
-41
| -0.1% | -$8.39K | 1.76% | 16 |
|
|
2024
Q3 | $6.07M | Buy |
32,594
+2,224
| +7% | +$406K | 1.55% | 19 |
|
|
2024
Q2 | $5.87M | Buy |
30,370
+311
| +1% | +$57.1K | 1.61% | 18 |
|
|
2024
Q1 | $5.42M | Buy |
30,059
+80
| +0.3% | +$13.4K | 1.45% | 22 |
|
|
2023
Q4 | $4.55M | Buy |
29,979
+426
| +1% | +$59.7K | 1.44% | 22 |
|
|
2023
Q3 | $3.76M | Buy |
29,553
+206
| +0.7% | +$27.6K | 1.31% | 25 |
|
|
2023
Q2 | $3.83M | Sell |
29,347
-1,627
| -5% | -$186K | 1.29% | 26 |
|
|
2023
Q1 | $3.2M | Buy |
30,974
+27,194
| +719% | +$2.63M | 1.08% | 32 |
|
|
2022
Q4 | $318K | Sell |
3,780
-980
| -21% | -$96.8K | 0.12% | 92 |
|
|
2022
Q3 | $538K | Sell |
4,760
-420
| -8% | -$53.1K | 0.23% | 75 |
|
|
2022
Q2 | $550K | Sell |
5,180
-2,580
| -33% | -$323K | 0.21% | 71 |
|
|
2022
Q1 | $1.26M | Buy |
7,760
+1,020
| +15% | +$158K | 0.39% | 64 |
|
|
2021
Q4 | $1.12M | Sell |
6,740
-1,300
| -16% | -$222K | 0.36% | 72 |
|
|
2021
Q3 | $1.32M | Buy |
8,040
+1,900
| +31% | +$328K | 0.45% | 68 |
|
|
2021
Q2 | $1.06M | Hold |
6,140
| – | – | 0.34% | 81 |
|
|
2021
Q1 | $950K | Sell |
6,140
-960
| -14% | -$152K | 0.33% | 84 |
|
|
2020
Q4 | $1.16M | Buy |
7,100
+680
| +11% | +$109K | 0.46% | 73 |
|
|
2020
Q3 | $1.01M | Sell |
6,420
-1,180
| -16% | -$186K | 0.52% | 63 |
|
|
2020
Q2 | $1.05M | Buy |
7,600
+960
| +14% | +$116K | 0.56% | 58 |
|
|
2020
Q1 | $647K | Buy |
6,640
+880
| +15% | +$85.2K | 0.47% | 55 |
|
|
2019
Q4 | $532K | Buy |
5,760
+300
| +5% | +$26.6K | 0.35% | 65 |
|
|
2019
Q3 | $474K | Buy |
5,460
+480
| +10% | +$44.5K | 0.35% | 66 |
|
|
2019
Q2 | $472K | Sell |
4,980
-280
| -5% | -$26.1K | 0.32% | 70 |
|
|
2019
Q1 | $468K | Hold |
5,260
| – | – | 0.34% | 71 |
|
|
2018
Q4 | $395K | Buy |
5,260
+600
| +13% | +$49.9K | 0.38% | 68 |
|
|
2018
Q3 | $467K | Buy |
4,660
+2,080
| +81% | +$196K | 0.33% | 76 |
|
|
2018
Q2 | $219K | Sell |
2,580
-1,100
| -30% | -$87.3K | 0.19% | 88 |
|
|
2018
Q1 | $266K | Buy |
3,680
+2,260
| +159% | +$162K | 0.21% | 85 |
|
|
2017
Q4 | $83K | Buy |
+1,420
| New | +$78.1K | 0.07% | 122 |
|
Other funds holding AMZN
SCI
RG
ATO
Poehling Capital Management's AMZN Position: Q2 2026 in Review
Poehling Capital Management reduced its Amazon (AMZN) stake by 5.3% in Q2 2026, selling an estimated $449K and leaving 31,986 shares worth $7.62M. The position accounts for 1.64% of the portfolio, ranked #12.
Poehling Capital Management first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.81M in Q4 2025. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Poehling Capital Management held 31,986 shares of Amazon worth $7.62M as of Q2 2026.
- Poehling Capital Management sold 1,790 Amazon shares in Q2 2026, an estimated $449K.
- Amazon made up 1.64% of Poehling Capital Management's portfolio in Q2 2026, its #12 holding.
- Poehling Capital Management first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
- Poehling Capital Management's Amazon position peaked at $7.81M in Q4 2025.
- 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.