Gradient Capital 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 | $2.35M | Sell |
9,845
-132
| -1% | -$33.1K | 0.54% | 46 |
|
|
2026
Q1 | $2.08M | Sell |
9,977
-59
| -0.6% | -$13K | 0.54% | 46 |
|
|
2025
Q4 | $2.32M | Sell |
10,036
-184
| -2% | -$42.1K | 0.6% | 43 |
|
|
2025
Q3 | $2.24M | Buy |
10,220
+446
| +5% | +$101K | 0.6% | 43 |
|
|
2025
Q2 | $2.14M | Buy |
9,774
+348
| +4% | +$68.9K | 0.63% | 41 |
|
|
2025
Q1 | $1.79M | Buy |
9,426
+72
| +0.8% | +$15.6K | 0.59% | 42 |
|
|
2024
Q4 | $2.05M | Sell |
9,354
-66
| -0.7% | -$13.5K | 0.66% | 38 |
|
|
2024
Q3 | $1.76M | Buy |
9,420
+450
| +5% | +$82.1K | 0.58% | 41 |
|
|
2024
Q2 | $1.73M | Sell |
8,970
-5
| -0.1% | -$919 | 0.62% | 39 |
|
|
2024
Q1 | $1.62M | Sell |
8,975
-420
| -4% | -$70.1K | 0.59% | 40 |
|
|
2023
Q4 | $1.43M | Sell |
9,395
-500
| -5% | -$70.1K | 0.54% | 42 |
|
|
2023
Q3 | $1.26M | Buy |
9,895
+87
| +0.9% | +$11.7K | 0.53% | 44 |
|
|
2023
Q2 | $1.28M | Buy |
9,808
+42
| +0.4% | +$4.8K | 0.51% | 43 |
|
|
2023
Q1 | $1.01M | Sell |
9,766
-100
| -1% | -$9.66K | 0.43% | 51 |
|
|
2022
Q4 | $829K | Buy |
9,866
+387
| +4% | +$38.2K | 0.38% | 64 |
|
|
2022
Q3 | $1.07M | Buy |
9,479
+3,399
| +56% | +$430K | 0.51% | 44 |
|
|
2022
Q2 | $646K | Buy |
6,080
+460
| +8% | +$57.6K | 0.31% | 69 |
|
|
2022
Q1 | $916K | Hold |
5,620
| – | – | 0.39% | 58 |
|
|
2021
Q4 | $937K | Buy |
5,620
+240
| +4% | +$41.1K | 0.39% | 57 |
|
|
2021
Q3 | $884K | Hold |
5,380
| – | – | 0.41% | 51 |
|
|
2021
Q2 | $925K | Buy |
5,380
+40
| +0.7% | +$6.65K | 0.43% | 49 |
|
|
2021
Q1 | $826K | Buy |
5,340
+120
| +2% | +$19K | 0.44% | 50 |
|
|
2020
Q4 | $850K | Buy |
5,220
+500
| +11% | +$79.8K | 0.48% | 45 |
|
|
2020
Q3 | $743K | Buy |
4,720
+60
| +1% | +$9.46K | 0.46% | 48 |
|
|
2020
Q2 | $643K | Buy |
4,660
+140
| +3% | +$16.9K | 0.43% | 51 |
|
|
2020
Q1 | $441K | Sell |
4,520
-940
| -17% | -$91K | 0.36% | 60 |
|
|
2019
Q4 | $504K | Sell |
5,460
-1,800
| -25% | -$159K | 0.35% | 61 |
|
|
2019
Q3 | $630K | Buy |
7,260
+4,000
| +123% | +$371K | 0.47% | 48 |
|
|
2019
Q2 | $309K | Hold |
3,260
| – | – | 0.24% | 74 |
|
|
2019
Q1 | $290K | Buy |
3,260
+160
| +5% | +$13.3K | 0.23% | 73 |
|
|
2018
Q4 | $233K | Buy |
3,100
+200
| +7% | +$16.6K | 0.2% | 80 |
|
|
2018
Q3 | $290K | Hold |
2,900
| – | – | 0.24% | 74 |
|
|
2018
Q2 | $246K | Buy |
2,900
+80
| +3% | +$6.35K | 0.23% | 77 |
|
|
2018
Q1 | $204K | Buy |
+2,820
| New | +$202K | 0.2% | 78 |
|
Other funds holding AMZN
Gradient Capital Advisors's AMZN Position: Q2 2026 in Review
Gradient Capital Advisors reduced its Amazon (AMZN) stake by 1.3% in Q2 2026, selling an estimated $33.1K and leaving 9,845 shares worth $2.35M. The position accounts for 0.54% of the portfolio, ranked #46.
Gradient Capital Advisors first reported a position in AMZN in Q1 2018 and has held it in 34 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Gradient Capital Advisors held 9,845 shares of Amazon worth $2.35M as of Q2 2026.
- Gradient Capital Advisors sold 132 Amazon shares in Q2 2026, an estimated $33.1K.
- Amazon made up 0.54% of Gradient Capital Advisors's portfolio in Q2 2026, its #46 holding.
- Gradient Capital Advisors first reported a position in Amazon in Q1 2018 and has held it in 34 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.