Gladwyn Financial Advisors’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
$286K Sell
1,199
-231
-16% -$58K 0.18% 41
2026
Q1
$298K Hold
1,430
0.21% 40
2025
Q4
$332K Hold
1,430
0.23% 38
2025
Q3
$314K Hold
1,430
0.23% 38
2025
Q2
$314K Buy
+1,430
New +$283K 0.24% 38

Other funds holding AMZN

Gladwyn Financial Advisors's AMZN Position: Q2 2026 in Review

Gladwyn Financial Advisors reduced its Amazon (AMZN) stake by 16% in Q2 2026, selling an estimated $58K and leaving 1,199 shares worth $286K. The position accounts for 0.18% of the portfolio, ranked #41.

Gladwyn Financial Advisors first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. The position peaked at $332K in Q4 2025. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Gladwyn Financial Advisors held 1,199 shares of Amazon worth $286K as of Q2 2026.
  • Gladwyn Financial Advisors sold 231 Amazon shares in Q2 2026, an estimated $58K.
  • Amazon made up 0.18% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Gladwyn Financial Advisors first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • Gladwyn Financial Advisors's Amazon position peaked at $332K in Q4 2025.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.