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Evergreen Advisors’s Amazon AMZN Stock Holding History

Evergreen Advisors’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
Q2 		– Sell
-818
Closed -$170K – 40
2026
Q1 		$170K Buy
+818
New +$180K 0.04% 28
2024
Q2 		– Sell
-1,340
Closed -$242K – 17
2024
Q1 		$242K Sell
1,340
-220
-14% -$36.7K 0.07% 17
2023
Q4 		$237K Buy
+1,560
New +$219K 0.08% 17
2023
Q3 		– Sell
-1,560
Closed -$203K – 18
2023
Q2 		$203K Buy
+1,560
New +$178K 0.07% 17

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evergreen Advisors's AMZN Position: Q2 2026 in Review

Evergreen Advisors sold out of Amazon (AMZN) in Q2 2026, closing a stake of 818 shares — an estimated $170K sold.

Evergreen Advisors first reported a position in AMZN in Q2 2023 and held it in 4 quarters. The position peaked at $242K in Q1 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Evergreen Advisors reported no remaining Amazon position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 818 Amazon shares in Q2 2026, an estimated $170K.
  • Evergreen Advisors first reported a position in Amazon in Q2 2023 and held it in 4 quarters.
  • Evergreen Advisors's Amazon position peaked at $242K in Q1 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.