Polen Capital Management
AMZN icon

Polen Capital Management’s Amazon AMZN Stock Holding History

Polen 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
2026
Q2 		$670M Sell
2,809,953
-1,086,786
-28% -$273M 5.77% 6
2026
Q1 		$812M Sell
3,896,739
-4,756,982
-55% -$1.05B 5.61% 5
2025
Q4 		$2B Sell
8,653,721
-2,592,807
-23% -$593M 8.53% 1
2025
Q3 		$2.47B Sell
11,246,528
-2,675,312
-19% -$606M 8.02% 3
2025
Q2 		$3.05B Sell
13,921,840
-3,825,555
-22% -$757M 9.37% 1
2025
Q1 		$3.38B Sell
17,747,395
-1,799,217
-9% -$390M 10.6% 1
2024
Q4 		$4.29B Sell
19,546,612
-6,198,245
-24% -$1.27B 11.59% 1
2024
Q3 		$4.8B Sell
25,744,857
-3,879,033
-13% -$708M 12.38% 1
2024
Q2 		$5.72B Sell
29,623,890
-4,787,351
-14% -$879M 14.36% 1
2024
Q1 		$6.21B Sell
34,411,241
-1,864,696
-5% -$311M 14.33% 1
2023
Q4 		$5.51B Sell
36,275,937
-1,122,214
-3% -$157M 13.29% 1
2023
Q3 		$4.75B Sell
37,398,151
-4,846,037
-11% -$649M 12.5% 1
2023
Q2 		$5.51B Sell
42,244,188
-2,638,569
-6% -$301M 13.65% 1
2023
Q1 		$4.64B Buy
44,882,757
+9,734,356
+28% +$940M 12.22% 1
2022
Q4 		$2.95B Sell
35,148,401
-2,089,456
-6% -$206M 8.61% 1
2022
Q3 		$4.21B Sell
37,237,857
-322,748
-0.9% -$40.8M 11.77% 1
2022
Q2 		$3.99B Buy
37,560,605
+8,718,765
+30% +$1.09B 10.52% 1
2022
Q1 		$4.7B Sell
28,841,840
-625,100
-2% -$96.6M 9.17% 1
2021
Q4 		$4.91B Buy
29,466,940
+6,408,800
+28% +$1.1B 8.25% 1
2021
Q3 		$3.79B Buy
23,058,140
+9,120,480
+65% +$1.57B 6.95% 3
2021
Q2 		$2.4B Buy
13,937,660
+1,026,940
+8% +$171M 4.59% 8
2021
Q1 		$2B Buy
+12,910,720
New +$2.05B 4.49% 9

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Polen Capital Management reduced its Amazon (AMZN) stake by 28% in Q2 2026, selling an estimated $273M and leaving 2,809,953 shares worth $670M. The position accounts for 5.77% of the portfolio, ranked #6.

Polen Capital Management first reported a position in AMZN in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.21B in Q1 2024. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Polen Capital Management held 2,809,953 shares of Amazon worth $670M as of Q2 2026.
  • Polen Capital Management sold 1,086,786 Amazon shares in Q2 2026, an estimated $273M.
  • Amazon made up 5.77% of Polen Capital Management's portfolio in Q2 2026, its #6 holding.
  • Polen Capital Management first reported a position in Amazon in Q1 2021 and has held it in 22 quarters since.
  • Polen Capital Management's Amazon position peaked at $6.21B in Q1 2024.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.