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Evelyn Partners Investment Management Services’s Amazon AMZN Stock Holding History

Evelyn Partners Investment Management Services’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 		$40.2M Buy
193,160
+12,641
+7% +$2.78M 4.73% 4
2025
Q4 		$41.7M Buy
180,519
+1,222
+0.7% +$280K 5.22% 3
2025
Q3 		$39.4M Buy
179,297
+17,270
+11% +$3.91M 5.29% 3
2025
Q2 		$35.5M Buy
162,027
+14,724
+10% +$2.91M 5.34% 2
2025
Q1 		$28M Buy
147,303
+14,252
+11% +$3.09M 4.6% 3
2024
Q4 		$29.2M Buy
+133,051
New +$27.2M 5.09% 2

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

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

Evelyn Partners Investment Management Services increased its Amazon (AMZN) stake by 7% in Q1 2026, buying an estimated $2.78M and bringing the position to 193,160 shares worth $40.2M. The position accounts for 4.73% of the portfolio, ranked #4.

Evelyn Partners Investment Management Services first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.7M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Evelyn Partners Investment Management Services held 193,160 shares of Amazon worth $40.2M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 12,641 Amazon shares in Q1 2026, an estimated $2.78M.
  • Amazon made up 4.73% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #4 holding.
  • Evelyn Partners Investment Management Services first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Amazon position peaked at $41.7M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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