Evercore Wealth Management’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 | $234M | Sell |
1,122,187
-22,587
| -2% | -$4.97M | 3.68% | 5 |
|
|
2025
Q4 | $264M | Sell |
1,144,774
-7,477
| -0.6% | -$1.71M | 3.87% | 5 |
|
|
2025
Q3 | $253M | Sell |
1,152,251
-11,285
| -1% | -$2.55M | 3.71% | 4 |
|
|
2025
Q2 | $255M | Sell |
1,163,536
-27,517
| -2% | -$5.45M | 3.97% | 4 |
|
|
2025
Q1 | $227M | Sell |
1,191,053
-29,537
| -2% | -$6.41M | 3.64% | 5 |
|
|
2024
Q4 | $268M | Sell |
1,220,590
-1,199
| -0.1% | -$245K | 4.01% | 4 |
|
|
2024
Q3 | $228M | Buy |
1,221,789
+15,608
| +1% | +$2.85M | 3.41% | 4 |
|
|
2024
Q2 | $233M | Sell |
1,206,181
-14,634
| -1% | -$2.69M | 3.67% | 4 |
|
|
2024
Q1 | $220M | Sell |
1,220,815
-21,519
| -2% | -$3.59M | 3.45% | 3 |
|
|
2023
Q4 | $189M | Buy |
1,242,334
+9,210
| +0.7% | +$1.29M | 3.16% | 5 |
|
|
2023
Q3 | $157M | Buy |
1,233,124
+6,034
| +0.5% | +$809K | 2.93% | 6 |
|
|
2023
Q2 | $160M | Buy |
1,227,090
+3,899
| +0.3% | +$445K | 2.93% | 6 |
|
|
2023
Q1 | $126M | Buy |
1,223,191
+20,406
| +2% | +$1.97M | 2.52% | 9 |
|
|
2022
Q4 | $101M | Sell |
1,202,785
-8,752
| -0.7% | -$865K | 2.12% | 11 |
|
|
2022
Q3 | $137M | Buy |
1,211,537
+12,978
| +1% | +$1.64M | 3.09% | 5 |
|
|
2022
Q2 | $127M | Sell |
1,198,559
-8,861
| -0.7% | -$1.11M | 2.68% | 9 |
|
|
2022
Q1 | $197M | Buy |
1,207,420
+5,140
| +0.4% | +$794K | 3.48% | 4 |
|
|
2021
Q4 | $200M | Sell |
1,202,280
-2,420
| -0.2% | -$414K | 3.26% | 5 |
|
|
2021
Q3 | $198M | Buy |
1,204,700
+3,920
| +0.3% | +$676K | 3.58% | 3 |
|
|
2021
Q2 | $207M | Buy |
1,200,780
+2,540
| +0.2% | +$422K | 3.78% | 3 |
|
|
2021
Q1 | $185M | Buy |
1,198,240
+28,100
| +2% | +$4.45M | 3.67% | 3 |
|
|
2020
Q4 | $191M | Buy |
1,170,140
+22,900
| +2% | +$3.65M | 4.11% | 3 |
|
|
2020
Q3 | $181M | Sell |
1,147,240
-11,620
| -1% | -$1.83M | 4.42% | 3 |
|
|
2020
Q2 | $160M | Sell |
1,158,860
-53,000
| -4% | -$6.4M | 4.27% | 3 |
|
|
2020
Q1 | $118M | Sell |
1,211,860
-2,960
| -0.2% | -$286K | 3.9% | 3 |
|
|
2019
Q4 | $112M | Buy |
1,214,820
+22,540
| +2% | +$1.99M | 3.02% | 5 |
|
|
2019
Q3 | $103M | Buy |
1,192,280
+26,580
| +2% | +$2.46M | 3.04% | 4 |
|
|
2019
Q2 | $110M | Sell |
1,165,700
-39,400
| -3% | -$3.67M | 3.35% | 4 |
|
|
2019
Q1 | $107M | Buy |
1,205,100
+83,620
| +7% | +$6.96M | 3.46% | 4 |
|
|
2018
Q4 | $84.2M | Sell |
1,121,480
-8,300
| -0.7% | -$690K | 3.18% | 5 |
|
|
2018
Q3 | $113M | Sell |
1,129,780
-3,060
| -0.3% | -$288K | 3.62% | 2 |
|
|
2018
Q2 | $96.3M | Buy |
1,132,840
+33,700
| +3% | +$2.67M | 3.29% | 4 |
|
|
2018
Q1 | $79.5M | Sell |
1,099,140
-88,400
| -7% | -$6.32M | 3.04% | 4 |
|
|
2017
Q4 | $69.4M | Sell |
1,187,540
-26,720
| -2% | -$1.47M | 2.58% | 6 |
|
|
2017
Q3 | $58.4M | Sell |
1,214,260
-2,780
| -0.2% | -$137K | 2.27% | 8 |
|
|
2017
Q2 | $58.9M | Buy |
1,217,040
+6,740
| +0.6% | +$322K | 2.27% | 8 |
|
|
2017
Q1 | $53.6M | Buy |
1,210,300
+53,180
| +5% | +$2.22M | 2.1% | 12 |
|
|
2016
Q4 | $43.4M | Buy |
1,157,120
+235,120
| +26% | +$9.21M | 1.8% | 15 |
|
|
2016
Q3 | $38.6M | Buy |
922,000
+230,020
| +33% | +$8.8M | 1.6% | 19 |
|
|
2016
Q2 | $24.8M | Buy |
691,980
+637,580
| +1,172% | +$21.6M | 1.09% | 34 |
|
|
2016
Q1 | $1.61M | Sell |
54,400
-100
| -0.2% | -$2.84K | 0.07% | 140 |
|
|
2015
Q4 | $1.84M | Buy |
54,500
+6,560
| +14% | +$207K | 0.09% | 136 |
|
|
2015
Q3 | $1.22M | Sell |
47,940
-4,000
| -8% | -$101K | 0.06% | 169 |
|
|
2015
Q2 | $1.13M | Buy |
51,940
+13,420
| +35% | +$280K | 0.05% | 187 |
|
|
2015
Q1 | $715K | Sell |
38,520
-1,000
| -3% | -$17.6K | 0.03% | 227 |
|
|
2014
Q4 | $613K | Sell |
39,520
-7,600
| -16% | -$118K | 0.03% | 220 |
|
|
2014
Q3 | $756K | Buy |
47,120
+2,800
| +6% | +$46.6K | 0.04% | 209 |
|
|
2014
Q2 | $715K | Sell |
44,320
-2,420
| -5% | -$38.3K | 0.04% | 227 |
|
|
2014
Q1 | $788K | Sell |
46,740
-132,200
| -74% | -$2.45M | 0.04% | 203 |
|
|
2013
Q4 | $3.57M | Sell |
178,940
-247,440
| -58% | -$4.45M | 0.2% | 110 |
|
|
2013
Q3 | $6.67M | Sell |
426,380
-165,680
| -28% | -$2.47M | 0.38% | 76 |
|
|
2013
Q2 | $8.22M | Buy |
+592,060
| New | +$7.89M | 0.47% | 64 |
|
Other funds holding AMZN
VCM
VPM
Evercore Wealth Management's AMZN Position: Q1 2026 in Review
Evercore Wealth Management reduced its Amazon (AMZN) stake by 2% in Q1 2026, selling an estimated $4.97M and leaving 1,122,187 shares worth $234M. The position accounts for 3.68% of the portfolio, ranked #5.
Evercore Wealth Management first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $268M in Q4 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Evercore Wealth Management held 1,122,187 shares of Amazon worth $234M as of Q1 2026.
- Evercore Wealth Management sold 22,587 Amazon shares in Q1 2026, an estimated $4.97M.
- Amazon made up 3.68% of Evercore Wealth Management's portfolio in Q1 2026, its #5 holding.
- Evercore Wealth Management first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's Amazon position peaked at $268M in Q4 2024.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.