Whitegate Investment Counselors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $500K | Hold |
2,400
| – | – | 0.16% | 45 |
|
|
2025
Q4 | $554K | Hold |
2,400
| – | – | 0.17% | 46 |
|
|
2025
Q3 | $527K | Hold |
2,400
| – | – | 0.17% | 48 |
|
|
2025
Q2 | $527K | Sell |
2,400
-5
| -0.2% | -$989 | 0.18% | 50 |
|
|
2025
Q1 | $458K | Buy |
2,405
+5
| +0.2% | +$1.08K | 0.16% | 51 |
|
|
2024
Q4 | $527K | Hold |
2,400
| – | – | 0.18% | 49 |
|
|
2024
Q3 | $447K | Hold |
2,400
| – | – | 0.12% | 48 |
|
|
2024
Q2 | $464K | Hold |
2,400
| – | – | 0.13% | 45 |
|
|
2024
Q1 | $433K | Sell |
2,400
-74
| -3% | -$12.4K | 0.12% | 47 |
|
|
2023
Q4 | $376K | Hold |
2,474
| – | – | 0.11% | 47 |
|
|
2023
Q3 | $314K | Buy |
2,474
+74
| +3% | +$9.92K | 0.11% | 49 |
|
|
2023
Q2 | $313K | Hold |
2,400
| – | – | 0.1% | 48 |
|
|
2023
Q1 | $248K | Hold |
2,400
| – | – | 0.08% | 55 |
|
|
2022
Q4 | $202K | Hold |
2,400
| – | – | 0.07% | 58 |
|
|
2022
Q3 | $271K | Hold |
2,400
| – | – | 0.1% | 51 |
|
|
2022
Q2 | $255K | Hold |
2,400
| – | – | 0.09% | 56 |
|
|
2022
Q1 | $120K | Hold |
2,400
| – | – | 0.04% | 60 |
|
|
2021
Q4 | $400K | Sell |
2,400
-6,100
| -72% | -$1.04M | 0.12% | 48 |
|
|
2021
Q3 | $1.4M | Hold |
8,500
| – | – | 0.2% | 97 |
|
|
2021
Q2 | $1.46M | Hold |
8,500
| – | – | 0.21% | 95 |
|
|
2021
Q1 | $1.31M | Hold |
8,500
| – | – | 0.2% | 97 |
|
|
2020
Q4 | $1.38M | Buy |
8,500
+1,480
| +21% | +$236K | 0.22% | 88 |
|
|
2020
Q3 | $1.1M | Sell |
7,020
-1,080
| -13% | -$170K | 0.2% | 96 |
|
|
2020
Q2 | $1.12M | Hold |
8,100
| – | – | 0.22% | 89 |
|
|
2020
Q1 | $790K | Sell |
8,100
-1,700
| -17% | -$165K | 0.19% | 99 |
|
|
2019
Q4 | $905K | Hold |
9,800
| – | – | 0.16% | 109 |
|
|
2019
Q3 | $851K | Buy |
9,800
+1,560
| +19% | +$145K | 0.17% | 107 |
|
|
2019
Q2 | $780K | Sell |
8,240
-100
| -1% | -$9.31K | 0.16% | 110 |
|
|
2019
Q1 | $743K | Hold |
8,340
| – | – | 0.15% | 110 |
|
|
2018
Q4 | $626K | Buy |
8,340
+1,040
| +14% | +$86.5K | 0.14% | 113 |
|
|
2018
Q3 | $731K | Buy |
7,300
+340
| +5% | +$32K | 0.15% | 114 |
|
|
2018
Q2 | $592K | Sell |
6,960
-140
| -2% | -$11.1K | 0.12% | 121 |
|
|
2018
Q1 | $514K | Buy |
7,100
+100
| +1% | +$7.15K | 0.11% | 127 |
|
|
2017
Q4 | $409K | Sell |
7,000
-700
| -9% | -$38.5K | 0.09% | 139 |
|
|
2017
Q3 | $370K | Buy |
7,700
+160
| +2% | +$7.86K | 0.08% | 144 |
|
|
2017
Q2 | $365K | Buy |
7,540
+380
| +5% | +$18.1K | 0.08% | 143 |
|
|
2017
Q1 | $317K | Buy |
+7,160
| New | +$298K | 0.08% | 147 |
|
Other funds holding AMZN
VCM
VPM
Whitegate Investment Counselors's AMZN Position: Q1 2026 in Review
Whitegate Investment Counselors held its Amazon (AMZN) position steady in Q1 2026 at 2,400 shares worth $500K. The position accounts for 0.16% of the portfolio, ranked #45.
Whitegate Investment Counselors first reported a position in AMZN in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.46M in Q2 2021. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Whitegate Investment Counselors held 2,400 shares of Amazon worth $500K as of Q1 2026.
- Whitegate Investment Counselors left its Amazon share count unchanged in Q1 2026.
- Amazon made up 0.16% of Whitegate Investment Counselors's portfolio in Q1 2026, its #45 holding.
- Whitegate Investment Counselors first reported a position in Amazon in Q1 2017 and has held it in 37 quarters since.
- Whitegate Investment Counselors's Amazon position peaked at $1.46M in Q2 2021.
- 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.