Whitney & Co’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 | $37.5M | Buy |
157,545
+625
| +0.4% | +$157K | 2.74% | 7 |
|
|
2026
Q1 | $32.7M | Buy |
156,920
+6,581
| +4% | +$1.45M | 2.72% | 8 |
|
|
2025
Q4 | $34.7M | Buy |
150,339
+12,144
| +9% | +$2.78M | 2.76% | 9 |
|
|
2025
Q3 | $30.3M | Sell |
138,195
-111
| -0.1% | -$25.1K | 2.75% | 8 |
|
|
2025
Q2 | $30.3M | Buy |
138,306
+524
| +0.4% | +$104K | 2.99% | 5 |
|
|
2025
Q1 | $26.2M | Buy |
137,782
+3,516
| +3% | +$763K | 2.79% | 5 |
|
|
2024
Q4 | $29.5M | Buy |
134,266
+1,862
| +1% | +$381K | 3.09% | 4 |
|
|
2024
Q3 | $24.7M | Buy |
132,404
+1,294
| +1% | +$236K | 2.64% | 6 |
|
|
2024
Q2 | $25.3M | Sell |
131,110
-1,109
| -0.8% | -$204K | 2.91% | 6 |
|
|
2024
Q1 | $23.8M | Buy |
132,219
+404
| +0.3% | +$67.4K | 2.84% | 5 |
|
|
2023
Q4 | $20M | Buy |
131,815
+513
| +0.4% | +$71.9K | 2.59% | 7 |
|
|
2023
Q3 | $16.7M | Buy |
131,302
+1,091
| +0.8% | +$146K | 2.5% | 9 |
|
|
2023
Q2 | $17M | Buy |
130,211
+1,287
| +1% | +$147K | 2.44% | 7 |
|
|
2023
Q1 | $13.3M | Buy |
128,924
+3,119
| +2% | +$301K | 2.11% | 12 |
|
|
2022
Q4 | $10.6M | Sell |
125,805
-3,408
| -3% | -$337K | 1.94% | 17 |
|
|
2022
Q3 | $14.6M | Sell |
129,213
-138
| -0.1% | -$17.4K | 2.84% | 7 |
|
|
2022
Q2 | $13.7M | Buy |
129,351
+911
| +0.7% | +$114K | 2.5% | 8 |
|
|
2022
Q1 | $20.9M | Buy |
128,440
+26,580
| +26% | +$4.11M | 3.22% | 3 |
|
|
2021
Q4 | $17M | Buy |
101,860
+960
| +1% | +$164K | 2.49% | 8 |
|
|
2021
Q3 | $16.6M | Buy |
100,900
+540
| +0.5% | +$93.1K | 2.65% | 8 |
|
|
2021
Q2 | $17.3M | Buy |
100,360
+1,160
| +1% | +$193K | 2.76% | 6 |
|
|
2021
Q1 | $15.3M | Buy |
99,200
+1,900
| +2% | +$301K | 2.69% | 6 |
|
|
2020
Q4 | $16.2M | Sell |
97,300
-20
| -0% | -$3.19K | 2.61% | 6 |
|
|
2020
Q3 | $15.3M | Buy |
97,320
+2,300
| +2% | +$363K | 2.87% | 6 |
|
|
2020
Q2 | $13.1M | Buy |
95,020
+3,260
| +4% | +$394K | 2.68% | 6 |
|
|
2020
Q1 | $8.95M | Buy |
91,760
+77,400
| +539% | +$7.49M | 2.21% | 11 |
|
|
2019
Q4 | $1.33M | Buy |
14,360
+1,200
| +9% | +$106K | 0.26% | 63 |
|
|
2019
Q3 | $1.19M | Buy |
13,160
+700
| +6% | +$64.9K | 0.25% | 63 |
|
|
2019
Q2 | $1.18M | Buy |
12,460
+240
| +2% | +$22.4K | 0.27% | 65 |
|
|
2019
Q1 | $1.18M | Buy |
12,220
+100
| +0.8% | +$8.32K | 0.27% | 62 |
|
|
2018
Q4 | $990K | Buy |
12,120
+700
| +6% | +$58.2K | 0.25% | 67 |
|
|
2018
Q3 | $1M | Buy |
11,420
+3,000
| +36% | +$282K | 0.24% | 70 |
|
|
2018
Q2 | $716K | Buy |
8,420
+100
| +1% | +$7.94K | 0.19% | 75 |
|
|
2018
Q1 | $602K | Buy |
8,320
+540
| +7% | +$38.6K | 0.17% | 83 |
|
|
2017
Q4 | $455K | Sell |
7,780
-4,420
| -36% | -$243K | 0.13% | 85 |
|
|
2017
Q3 | $590K | Hold |
12,200
| – | – | 0.2% | 81 |
|
|
2017
Q2 | $590K | Buy |
12,200
+2,600
| +27% | +$124K | 0.19% | 83 |
|
|
2017
Q1 | $426K | Buy |
9,600
+2,000
| +26% | +$83.4K | 0.15% | 80 |
|
|
2016
Q4 | $285K | Buy |
7,600
+800
| +12% | +$31.3K | 0.11% | 89 |
|
|
2016
Q3 | $285K | Buy |
+6,800
| New | +$260K | 0.11% | 90 |
|
Other funds holding AMZN
Whitney & Co's AMZN Position: Q2 2026 in Review
Whitney & Co increased its Amazon (AMZN) stake by 0.4% in Q2 2026, buying an estimated $157K and bringing the position to 157,545 shares worth $37.5M. The position accounts for 2.74% of the portfolio, ranked #7.
Whitney & Co first reported a position in AMZN in Q3 2016 and has held it in 40 quarters since. 2,876 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Whitney & Co held 157,545 shares of Amazon worth $37.5M as of Q2 2026.
- Whitney & Co bought 625 Amazon shares in Q2 2026, an estimated $157K.
- Amazon made up 2.74% of Whitney & Co's portfolio in Q2 2026, its #7 holding.
- Whitney & Co first reported a position in Amazon in Q3 2016 and has held it in 40 quarters since.
- 2,876 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.