Selkirk Management’s Amazon AMZN Stock Holding History

Selkirk 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 Q1	$52.7M	Hold	253,000	–	–	17.91%	2
2025 Q4	$58.4M	Hold	253,000	–	–	15.44%	2
2025 Q3	$55.6M	Hold	253,000	–	–	15.23%	2
2025 Q2	$55.5M	Hold	253,000	–	–	16.41%	2
2025 Q1	$48.1M	Hold	253,000	–	–	18.47%	2
2024 Q4	$55.5M	Hold	253,000	–	–	19.93%	2
2024 Q3	$47.1M	Hold	253,000	–	–	19.27%	2
2024 Q2	$48.9M	Sell	253,000 -12,000	-5%	-$2.2M	22.92%	1
2024 Q1	$47.8M	Hold	265,000	–	–	24.53%	1
2023 Q4	$40.3M	Sell	265,000 -15,000	-5%	-$2.1M	27.23%	1
2023 Q3	$35.6M	Hold	280,000	–	–	26.48%	1
2023 Q2	$36.5M	Hold	280,000	–	–	28.45%	1
2023 Q1	$28.9M	Hold	280,000	–	–	34.1%	1
2022 Q4	$23.5M	Hold	280,000	–	–	31.91%	1
2022 Q3	$31.6M	Hold	280,000	–	–	37.62%	1
2022 Q2	$29.7M	Hold	280,000	–	–	34.94%	1
2022 Q1	$45.6M	Hold	280,000	–	–	28.82%	1
2021 Q4	$46.7M	Hold	280,000	–	–	24.96%	1
2021 Q3	$46M	Hold	280,000	–	–	18.73%	2
2021 Q2	$48.2M	Sell	280,000 -8,300	-3%	-$1.38M	17.51%	2
2021 Q1	$44.6M	Hold	288,300	–	–	13.27%	2
2020 Q4	$46.9M	Hold	288,300	–	–	15.21%	1
2020 Q3	$45.4M	Hold	288,300	–	–	14.42%	1
2020 Q2	$39.8M	Hold	288,300	–	–	17.06%	1
2020 Q1	$28.1M	Hold	288,300	–	–	15.86%	1
2019 Q4	$26.6M	Hold	288,300	–	–	13.35%	1
2019 Q3	$25M	Hold	288,300	–	–	14.12%	1
2019 Q2	$27.3M	Hold	288,300	–	–	14.69%	1
2019 Q1	$25.7M	Hold	288,300	–	–	14.56%	1
2018 Q4	$21.7M	Hold	288,300	–	–	14.65%	1
2018 Q3	$28.9M	Hold	288,300	–	–	14.71%	1
2018 Q2	$24.5M	Hold	288,300	–	–	12.62%	1
2018 Q1	$20.9M	Hold	288,300	–	–	10.71%	2
2017 Q4	$16.9M	Hold	288,300	–	–	9%	4
2017 Q3	$13.9M	Hold	288,300	–	–	7.57%	3
2017 Q2	$14M	Hold	288,300	–	–	7.91%	3
2017 Q1	$12.8M	Hold	288,300	–	–	7.23%	3
2016 Q4	$10.8M	Buy	288,300 +67,100	+30%	+$2.63M	6.87%	6
2016 Q3	$9.26M	Hold	221,200	–	–	5.69%	7
2016 Q2	$7.92M	Buy	221,200 +25,200	+13%	+$852K	4.78%	9
2016 Q1	$5.82M	Hold	196,000	–	–	3.64%	11
2015 Q4	$6.62M	Hold	196,000	–	–	3.9%	13
2015 Q3	$5.02M	Hold	196,000	–	–	3.11%	12
2015 Q2	$4.25M	Hold	196,000	–	–	2.33%	17
2015 Q1	$3.65M	Hold	196,000	–	–	2.02%	17
2014 Q4	$3.04M	Hold	196,000	–	–	1.82%	18
2014 Q3	$3.16M	Hold	196,000	–	–	1.99%	18
2014 Q2	$3.18M	Hold	196,000	–	–	2.12%	17
2014 Q1	$3.3M	Hold	196,000	–	–	2.71%	14
2013 Q4	$3.91M	Hold	196,000	–	–	2.95%	15
2013 Q3	$3.06M	Hold	196,000	–	–	2.42%	17
2013 Q2	$2.72M	Buy	+196,000	New	+$2.61M	2.41%	17

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

Selkirk Management's AMZN Position: Q1 2026 in Review

Selkirk Management held its Amazon (AMZN) position steady in Q1 2026 at 253,000 shares worth $52.7M. The position accounts for 17.91% of the portfolio, ranked #2.

Selkirk Management first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $58.4M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Selkirk Management held 253,000 shares of Amazon worth $52.7M as of Q1 2026.
Selkirk Management left its Amazon share count unchanged in Q1 2026.
Amazon made up 17.91% of Selkirk Management's portfolio in Q1 2026, its #2 holding.
Selkirk Management first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
Selkirk Management's Amazon position peaked at $58.4M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Selkirk Management's 13F filing for Q1 2026, filed 14 May 2026.