Polen 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
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
VCM
VPM
