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Annis Gardner Whiting Capital Advisors’s Amazon AMZN Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q1 		$9.56M Buy
45,912
+3,039
+7% +$669K 1.53% 13
2025
Q4 		$9.9M Buy
42,873
+1,629
+4% +$373K 1.88% 10
2025
Q3 		$9.06M Buy
41,244
+11,439
+38% +$2.59M 1.87% 9
2025
Q2 		$6.54M Buy
29,805
+2,067
+7% +$409K 2.26% 6
2025
Q1 		$5.28M Sell
27,738
-11,378
-29% -$2.47M 2.23% 5
2024
Q4 		$8.58M Sell
39,116
-469
-1% -$96K 2.4% 8
2024
Q3 		$7.38M Sell
39,585
-4,364
-10% -$796K 2.08% 8
2024
Q2 		$8.49M Buy
43,949
+12,504
+40% +$2.3M 2.41% 8
2024
Q1 		$5.67M Buy
31,445
+3,326
+12% +$555K 2.03% 9
2023
Q4 		$4.27M Buy
28,119
+902
+3% +$126K 1.89% 9
2023
Q3 		$3.46M Buy
+27,217
New +$3.65M 1.85% 9

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AMZN Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Amazon (AMZN) stake by 7.1% in Q1 2026, buying an estimated $669K and bringing the position to 45,912 shares worth $9.56M. The position accounts for 1.53% of the portfolio, ranked #13.

Annis Gardner Whiting Capital Advisors first reported a position in AMZN in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.9M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 45,912 shares of Amazon worth $9.56M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 3,039 Amazon shares in Q1 2026, an estimated $669K.
  • Amazon made up 1.53% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #13 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Amazon in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Amazon position peaked at $9.9M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.