Cornerstone Advisory, LLC AMZN — AMAZON COM INC

Ownership history in Cornerstone Advisory, LLC  ·  39 quarters on record

AI Ownership Summary

Cornerstone Advisory, LLC reported AMAZON COM INC (AMZN) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.08% in 2024 Q2. The latest visible filing shows AMZN at 1.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Advisory, LLC's position in AMAZON COM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMZN was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMZN stock page Cornerstone Advisory, LLC fund profile Cornerstone Advisory, LLC full holdings
How Cornerstone Advisory, LLC held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 72,750 +71,950 +8993.8% 1.43% $15.2M 2026-05-04 $272.05
2026 Q1 REDUCED — — — 800 -72,393 -98.9% 0.02% $167K 2026-05-04 $272.05
2025 Q4 REDUCED — — — 73,193 -664 -0.9% 1.61% $16.9M 2026-01-28 $243.01
2025 Q3 ADDED — — — 73,857 +1,118 +1.5% 1.59% $16.2M 2025-11-07 $244.41
2025 Q2 ADDED — — — 72,739 +243 +0.3% 1.71% $16.0M 2025-07-30 $230.19
2025 Q1 REDUCED — — — 72,496 -657 -0.9% 1.57% $13.4M 2025-05-07 $188.71
2024 Q4 REDUCED 5.2% -13.3% ✅ 73,153 -4,052 -5.2% 1.90% $16.7M 2025-02-18 $226.65
2024 Q3 ADDED — — — 77,205 +827 +1.1% 1.89% $14.4M 2024-11-12 $208.91
2024 Q2 REDUCED — — — 76,378 -3,003 -3.8% 2.08% $14.8M 2024-08-14 $170.10
2024 Q1 REDUCED — — — 79,381 -3,479 -4.2% 2.04% $14.3M 2024-05-08 $188.00
2023 Q4 REDUCED — — — 82,860 -1,131 -1.3% 1.96% $12.6M 2024-02-13 $168.64
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMZN

As of 2026 Q1 — sorted by position size

BRIGHTON JONES LLC 3Y 7Y 36.28% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 23.82% Worth Financial Advisory Group, LLC 3Y 22.75% MILLER WEALTH ADVISORS, LLC 3Y 19.92% HOEY INVESTMENTS, INC 3Y 18.2% General Pension Society PZU Joint Stock Co 16.1% Luma Capital S.A. - SPF 15.78% SANDER CAPITAL ADVISORS INC 3Y 7Y 15.48% Draper Asset Management, LLC 3Y 14.47% Hoffman, Alan N Investment Management 3Y 14.36%

FAQ About Cornerstone Advisory, LLC and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Advisory, LLC reported owning AMZN?

Cornerstone Advisory, LLC reported AMZN across 11 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMZN position in Cornerstone Advisory, LLC's portfolio?

The largest reported portfolio weight for AMZN was 2.08% in 2024 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2026 Q1, when Cornerstone Advisory, LLC reported 72,750 shares, equal to 1.43% of portfolio, with an estimated market value of $15.2M.

What does the chart on this AMZN ownership page compare?

The chart compares Cornerstone Advisory, LLC's quarterly AMZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cornerstone Advisory, LLC time their AMZN position?

Based on 13F filing dates vs. subsequent AMZN price moves, Cornerstone Advisory, LLC correctly timed 24 out of 38 reported position changes (63%). The annualised alpha on AMZN relative to SPY over the holding period was +7.0%.

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