EPAM
AMZN icon

Evelyn Partners Asset Management’s Amazon AMZN Stock Holding History

Evelyn Partners Asset Management’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 		$11.6M Buy
55,636
+180
+0.3% +$39.6K 2.86% 7
2025
Q4 		$12.8M Sell
55,456
-10,835
-16% -$2.48M 3% 6
2025
Q3 		$14.6M Sell
66,291
-462
-0.7% -$105K 3.29% 5
2025
Q2 		$14.6M Buy
66,753
+9,371
+16% +$1.85M 3.71% 5
2025
Q1 		$10.9M Sell
57,382
-6,353
-10% -$1.38M 3.04% 8
2024
Q4 		$14M Buy
+63,735
New +$13M 3.76% 5

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evelyn Partners Asset Management's AMZN Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Amazon (AMZN) stake by 0.32% in Q1 2026, buying an estimated $39.6K and bringing the position to 55,636 shares worth $11.6M. The position accounts for 2.86% of the portfolio, ranked #7.

Evelyn Partners Asset Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.6M in Q2 2025. 6,015 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Evelyn Partners Asset Management held 55,636 shares of Amazon worth $11.6M as of Q1 2026.
  • Evelyn Partners Asset Management bought 180 Amazon shares in Q1 2026, an estimated $39.6K.
  • Amazon made up 2.86% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #7 holding.
  • Evelyn Partners Asset Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Amazon position peaked at $14.6M in Q2 2025.
  • 6,015 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.