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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
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 $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

Evergreen Advisors's AMZN Position: Q1 2026 in Review

Evergreen Advisors opened a new position in Amazon (AMZN) in Q1 2026: 818 shares worth $170K. The stake represents 0.04% of the portfolio and ranks #28 among its holdings. This is a return to the name: Evergreen Advisors previously reported a position in AMZN as recently as Q1 2024.

Evergreen Advisors first reported a position in AMZN in Q2 2023 and has held it in 4 quarters since. The position peaked at $242K in Q1 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Evergreen Advisors held 818 shares of Amazon worth $170K as of Q1 2026.
  • Amazon was a new Evergreen Advisors position in Q1 2026.
  • Amazon made up 0.04% of Evergreen Advisors's portfolio in Q1 2026, its #28 holding.
  • Evergreen Advisors first reported a position in Amazon in Q2 2023 and has held it in 4 quarters since.
  • Evergreen Advisors's Amazon position peaked at $242K in Q1 2024.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.