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Gladstone Institutional Advisory’s Amazon AMZN Stock Holding History

Gladstone Institutional Advisory’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 		$42.3M Sell
203,333
-11,500
-5% -$2.53M 1.57% 9
2025
Q4 		$49.6M Sell
214,833
-1,918
-0.9% -$439K 1.87% 7
2025
Q3 		$47.6M Buy
216,751
+18,415
+9% +$4.17M 1.83% 8
2025
Q2 		$43.5M Buy
198,336
+9,049
+5% +$1.79M 1.8% 11
2025
Q1 		$36M Buy
189,287
+9,980
+6% +$2.17M 1.68% 11
2024
Q4 		$39.3M Buy
179,307
+14,820
+9% +$3.03M 1.82% 9
2024
Q3 		$30.6M Buy
164,487
+10,271
+7% +$1.87M 1.5% 11
2024
Q2 		$29.8M Buy
154,216
+6,700
+5% +$1.23M 1.55% 9
2024
Q1 		$26.6M Sell
147,516
-20,710
-12% -$3.46M 1.46% 11
2023
Q4 		$25.6M Buy
168,226
+11,006
+7% +$1.54M 1.43% 10
2023
Q3 		$20M Sell
157,220
-7,725
-5% -$1.04M 1.29% 12
2023
Q2 		$21.5M Buy
164,945
+3,439
+2% +$393K 1.31% 13
2023
Q1 		$16.7M Sell
161,506
-30,207
-16% -$2.92M 1.08% 13
2022
Q4 		$16.1M Buy
191,713
+16,875
+10% +$1.67M 1.14% 11
2022
Q3 		$19.8M Buy
174,838
+4,217
+2% +$533K 1.54% 7
2022
Q2 		$18.1M Buy
170,621
+29,501
+21% +$3.69M 1.43% 8
2022
Q1 		$23M Buy
141,120
+6,640
+5% +$1.03M 1.56% 5
2021
Q4 		$22.4M Buy
134,480
+2,860
+2% +$489K 1.74% 4
2021
Q3 		$21.6M Buy
131,620
+28,160
+27% +$4.86M 2.11% 3
2021
Q2 		$17.8M Buy
103,460
+25,160
+32% +$4.18M 2.11% 2
2021
Q1 		$12.1M Buy
78,300
+27,420
+54% +$4.35M 1.88% 6
2020
Q4 		$8.29M Buy
50,880
+3,860
+8% +$616K 1.65% 12
2020
Q3 		$7.4M Buy
47,020
+2,640
+6% +$416K 1.77% 12
2020
Q2 		$6.12M Sell
44,380
-5,260
-11% -$635K 1.56% 20
2020
Q1 		$4.84M Buy
49,640
+10,620
+27% +$1.03M 1.25% 19
2019
Q4 		$3.6M Sell
39,020
-300
-0.8% -$26.6K 0.88% 29
2019
Q3 		$3.41M Buy
39,320
+4,480
+13% +$415K 0.87% 31
2019
Q2 		$3.3M Buy
34,840
+3,720
+12% +$347K 1.01% 24
2019
Q1 		$2.77M Buy
31,120
+1,580
+5% +$131K 1.02% 27
2018
Q4 		$2.22M Buy
+29,540
New +$2.46M 1.29% 16

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gladstone Institutional Advisory's AMZN Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Amazon (AMZN) stake by 5.4% in Q1 2026, selling an estimated $2.53M and leaving 203,333 shares worth $42.3M. The position accounts for 1.57% of the portfolio, ranked #9.

Gladstone Institutional Advisory first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. The position peaked at $49.6M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Gladstone Institutional Advisory held 203,333 shares of Amazon worth $42.3M as of Q1 2026.
  • Gladstone Institutional Advisory sold 11,500 Amazon shares in Q1 2026, an estimated $2.53M.
  • Amazon made up 1.57% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #9 holding.
  • Gladstone Institutional Advisory first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Amazon position peaked at $49.6M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.