Iron Gate Global Advisors’s Amazon AMZN Stock Holding History

Iron Gate Global Advisors’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
2025 Q4	–	Sell	-10,000	Closed	-$275K	–	102
2025 Q3	$275K	Buy	+10,000	New	+$2.26M	0.03%	84
2024 Q3	–	Sell	-8,000	Closed	-$661K	–	92
2024 Q2	$661K	Hold	8,000	–	–	0.11%	48
2024 Q1	$581K	Sell	8,000 -8,000	-50%	-$1.34M	0.1%	53
2023 Q4	$661K	Hold	16,000	–	–	0.13%	48
2023 Q3	$318K	Hold	16,000	–	–	0.07%	64
2023 Q2	$339K	Hold	16,000	–	–	0.07%	65
2023 Q1	$145K	Hold	16,000	–	–	0.04%	82
2022 Q4	$80.2K	Hold	16,000	–	–	0.02%	87
2022 Q3	$330K	Buy	+16,000	New	+$2.02M	0.09%	58

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Iron Gate Global Advisors's AMZN Position: Q1 2026 in Review

Iron Gate Global Advisors increased its Amazon (AMZN) stake by 4.2% in Q1 2026, buying an estimated $3.55M and bringing the position to 401,053 shares worth $83.5M. The position accounts for 8.83% of the portfolio, ranked #2.

Iron Gate Global Advisors first reported a position in AMZN in Q3 2017 and has held it in 34 quarters since. The position peaked at $88.9M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Iron Gate Global Advisors held 401,053 shares of Amazon worth $83.5M as of Q1 2026.
Iron Gate Global Advisors bought 16,105 Amazon shares in Q1 2026, an estimated $3.55M.
Amazon made up 8.83% of Iron Gate Global Advisors's portfolio in Q1 2026, its #2 holding.
Iron Gate Global Advisors first reported a position in Amazon in Q3 2017 and has held it in 34 quarters since.
Iron Gate Global Advisors's Amazon position peaked at $88.9M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.