Gladstone Institutional Advisory’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47.7M | Sell |
200,317
-3,016
| -1% | -$757K | 1.51% | 9 |
|
|
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
Gladstone Institutional Advisory's AMZN Position: Q2 2026 in Review
Gladstone Institutional Advisory reduced its Amazon (AMZN) stake by 1.5% in Q2 2026, selling an estimated $757K and leaving 200,317 shares worth $47.7M. The position accounts for 1.51% of the portfolio, ranked #9.
Gladstone Institutional Advisory first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $49.6M in Q4 2025. 6,138 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Gladstone Institutional Advisory held 200,317 shares of Amazon worth $47.7M as of Q2 2026.
- Gladstone Institutional Advisory sold 3,016 Amazon shares in Q2 2026, an estimated $757K.
- Amazon made up 1.51% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #9 holding.
- Gladstone Institutional Advisory first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
- Gladstone Institutional Advisory's Amazon position peaked at $49.6M in Q4 2025.
- 6,138 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.