Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$160M Sell
673,397
-19,768
-3% -$4.96M 9.89% 6
2026
Q1
$144M Buy
693,165
+6,082
+0.9% +$1.34M 11.8% 4
2025
Q4
$159M Sell
687,083
-79,721
-10% -$18.2M 11.7% 4
2025
Q3
$168M Sell
766,804
-60,032
-7% -$13.6M 11.14% 4
2025
Q2
$181M Buy
826,836
+35,956
+5% +$7.12M 12.21% 4
2025
Q1
$150M Sell
790,880
-35,964
-4% -$7.8M 14.11% 3
2024
Q4
$181M Sell
826,844
-28,472
-3% -$5.82M 14.76% 3
2024
Q3
$159M Sell
855,316
-3,930
-0.5% -$717K 15.34% 1
2024
Q2
$166M Buy
859,246
+5,493
+0.6% +$1.01M 16.31% 2
2024
Q1
$154M Buy
853,753
+16,768
+2% +$2.8M 15.63% 2
2023
Q4
$127M Sell
836,985
-56,283
-6% -$7.89M 13.83% 2
2023
Q3
$114M Sell
893,268
-2,142
-0.2% -$287K 15.84% 1
2023
Q2
$117M Buy
895,410
+54,877
+7% +$6.27M 16.14% 3
2023
Q1
$86.8M Sell
840,533
-110,363
-12% -$10.7M 13.87% 4
2022
Q4
$79.9M Buy
950,896
+20,338
+2% +$2.01M 16.38% 3
2022
Q3
$105M Buy
930,558
+91,759
+11% +$11.6M 17.94% 2
2022
Q2
$89.1M Buy
838,799
+99,679
+13% +$12.5M 15.54% 3
2022
Q1
$120M Buy
739,120
+61,120
+9% +$9.44M 14.55% 3
2021
Q4
$113M Buy
678,000
+39,720
+6% +$6.8M 10.69% 5
2021
Q3
$105M Buy
638,280
+20,360
+3% +$3.51M 9.96% 5
2021
Q2
$106M Buy
617,920
+65,500
+12% +$10.9M 10.88% 5
2021
Q1
$85.5M Sell
552,420
-7,400
-1% -$1.17M 11.62% 5
2020
Q4
$91.2M Buy
559,820
+16,860
+3% +$2.69M 12.06% 5
2020
Q3
$85.5M Buy
542,960
+59,940
+12% +$9.45M 12.18% 4
2020
Q2
$66.6M Sell
483,020
-85,640
-15% -$10.3M 10.74% 4
2020
Q1
$55.4M Buy
568,660
+51,040
+10% +$4.94M 13.51% 5
2019
Q4
$47.8M Buy
517,620
+1,220
+0.2% +$108K 12.97% 4
2019
Q3
$44.8M Buy
516,400
+198,420
+62% +$18.4M 13.5% 4
2019
Q2
$30.1M Buy
317,980
+10,600
+3% +$987K 12.7% 5
2019
Q1
$27.4M Buy
307,380
+138,760
+82% +$11.5M 13.72% 5
2018
Q4
$12.7M Buy
+168,620
New +$14M 13.83% 3

Other funds holding AMZN

Strategy Capital's AMZN Position: Q2 2026 in Review

Strategy Capital reduced its Amazon (AMZN) stake by 2.9% in Q2 2026, selling an estimated $4.96M and leaving 673,397 shares worth $160M. The position accounts for 9.89% of the portfolio, ranked #6.

Strategy Capital first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $181M in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Strategy Capital held 673,397 shares of Amazon worth $160M as of Q2 2026.
  • Strategy Capital sold 19,768 Amazon shares in Q2 2026, an estimated $4.96M.
  • Amazon made up 9.89% of Strategy Capital's portfolio in Q2 2026, its #6 holding.
  • Strategy Capital first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
  • Strategy Capital's Amazon position peaked at $181M in Q4 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Strategy Capital's 13F filing for Q2 2026, filed 13 Aug 2026.