Select Equity Group’s Amazon AMZN Stock Holding History

Select Equity Group’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
2023 Q1	–	Sell	-985,000	Closed	-$82.7M	–	166
2022 Q4	$82.7M	Buy	+985,000	New	+$97.3M	0.31%	63
2018 Q1	–	Sell	-298,000	Closed	-$17.4M	–	88
2017 Q4	$17.4M	Sell	298,000 -1,126,000	-79%	-$62M	0.14%	77
2017 Q3	$68.4M	Buy	+1,424,000	New	+$69.9M	0.52%	49
2016 Q3	–	Sell	-900,000	Closed	-$32.2M	–	96
2016 Q2	$32.2M	Buy	+900,000	New	+$30.4M	0.28%	68

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Select Equity Group's AMZN Position: Q1 2026 in Review

Select Equity Group reduced its Amazon (AMZN) stake by 42% in Q1 2026, selling an estimated $52.6M and leaving 326,241 shares worth $67.9M. The position accounts for 0.35% of the portfolio, ranked #60.

Select Equity Group first reported a position in AMZN in Q2 2017 and has held it in 20 quarters since. The position peaked at $130M in Q4 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Select Equity Group held 326,241 shares of Amazon worth $67.9M as of Q1 2026.
Select Equity Group sold 239,056 Amazon shares in Q1 2026, an estimated $52.6M.
Amazon made up 0.35% of Select Equity Group's portfolio in Q1 2026, its #60 holding.
Select Equity Group first reported a position in Amazon in Q2 2017 and has held it in 20 quarters since.
Select Equity Group's Amazon position peaked at $130M in Q4 2025.
5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.