Evelyn Partners’s Amazon AMZN Stock Holding History

Evelyn Partners’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 Q3	$401M	Buy	1,607,759 +34,222	+2%	+$8.69M	6.4%	2
2026 Q2	$375M	Buy	+1,573,537	New	+$395M	0.8%	3

Other funds holding AMZN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Evelyn Partners's AMZN Position: Q3 2026 in Review

Evelyn Partners increased its Amazon (AMZN) stake by 2.2% in Q3 2026, buying an estimated $8.69M and bringing the position to 1,607,759 shares worth $401M. The position accounts for 6.4% of the portfolio, ranked #2.

Evelyn Partners first reported a position in AMZN in Q2 2026 and has held it in 2 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Evelyn Partners held 1,607,759 shares of Amazon worth $401M as of Q3 2026.
Evelyn Partners bought 34,222 Amazon shares in Q3 2026, an estimated $8.69M.
Amazon made up 6.4% of Evelyn Partners's portfolio in Q3 2026, its #2 holding.
Evelyn Partners first reported a position in Amazon in Q2 2026 and has held it in 2 quarters since.
5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.