Dan Polen - Polen Capital Management
Holding/activity history for Amazon.com Inc. (AMZN)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 3,896,739 | 5.61 | Reduce 54.97% | 4.69 | $208.27 | $811,573,863 | SEC |
| 2025 Q4 | 8,653,721 | 8.53 | Reduce 23.05% | 1.85 | $230.82 | $1,997,451,824 | SEC |
| 2025 Q3 | 11,246,528 | 8.02 | Reduce 19.22% | 1.80 | $219.57 | $2,469,400,230 | SEC |
| 2025 Q2 | 13,921,840 | 9.37 | Reduce 21.56% | 2.28 | $219.39 | $3,054,312,473 | SEC |
| 2025 Q1 | 17,747,395 | 10.60 | Reduce 9.20% | 1.07 | $190.26 | $3,376,619,406 | SEC |
| 2024 Q4 | 19,546,612 | 11.59 | Reduce 24.08% | 2.98 | $219.39 | $4,288,331,252 | SEC |
| 2024 Q3 | 25,744,857 | 12.38 | Reduce 13.09% | 1.88 | $186.33 | $4,797,039,242 | SEC |
| 2024 Q2 | 29,623,890 | 14.36 | Reduce 13.91% | 2.00 | $193.25 | $5,724,816,686 | SEC |
| 2024 Q1 | 34,411,241 | 14.34 | Reduce 5.14% | 0.68 | $180.38 | $6,207,099,652 | SEC |
| 2023 Q4 | 36,275,937 | 13.29 | Reduce 3.00% | 0.38 | $151.95 | $5,512,077,675 | SEC |
| 2023 Q3 | 37,398,151 | 12.51 | Reduce 11.47% | 1.57 | $127.12 | $4,754,052,902 | SEC |
| 2023 Q2 | 42,244,188 | 13.66 | Reduce 5.88% | 0.72 | $130.36 | $5,506,952,373 | SEC |
| 2023 Q1 | 44,882,757 | 12.22 | Add 27.70% | 2.65 | $103.29 | $4,635,939,974 | SEC |
| 2022 Q4 | 35,148,401 | 8.63 | Reduce 5.61% | 0.66 | $84.00 | $2,952,465,676 | SEC |
| 2022 Q3 | 37,237,857 | 11.79 | Reduce 0.86% | 0.09 | $113.00 | $4,207,878,000 | SEC |
| 2022 Q2 | 37,560,605 | 10.53 | Add 30.23% | 2.44 | $106.21 | $3,989,312,000 | SEC |
| 2022 Q1 | 28,841,840 | 9.18 | Reduce 2.12% | 0.18 | $163.00 | $4,701,148,000 | SEC |
| 2021 Q4 | 29,466,940 | 8.25 | Add 27.79% | 1.79 | $166.72 | $4,912,640,000 | SEC |
| 2021 Q3 | 23,058,140 | 6.95 | Add 65.44% | 2.75 | $164.25 | $3,787,346,000 | SEC |
| 2021 Q2 | 13,937,660 | 4.60 | Add 7.95% | 0.34 | $172.01 | $2,397,387,000 | SEC |
| 2021 Q1 | 12,910,720 | 4.50 | Buy | 4.50 | $154.70 | $1,997,340,000 | SEC |